BBH Tax helps clients like you manage risk and stay in compliance, while meeting goals and planning for the future.

Primary Logo for BBH Tax in Central California

BBH Tax is forward thinking.

We offer modern, virtual tax services that are goal-oriented with a focused approach. We care about the big picture and how that impacts your goals and your future.

BBH Tax is hands-on.

Our advisory services are built-in to everything we do; we wouldn’t be doing our job if all we did was balance the books. We analyze the data and provide advice that helps our clients make informed decisions about their earnings and wealth.

BBH Tax is relationship-based.

We are warm, empathetic humans who truly care about our clients’ personal situations and unique needs. It’s more than your financials, it’s about relationships and partnerships…and the occasional accounting joke. ;)

Services

  • Individual Services

    Tax Planning and Research

    Individual Tax Return Preparation

    Quarterly Estimate Preparation

    Retirement Planning

    Foreign Reporting and Compliance

    IRS and FTB Representation

    Sole Proprietor and Single Member LLC Filings

  • Business Services

    Business Consultation, Analysis, and Guidance

    Tax Planning and Research

    Tax Preparation Services for Corporations, Partnerships, LLCs, and Sole Proprietors

    Financial Statement Preparation (We do not perform compilations, reviews, or audits)

    Accounting and QuickBooks Expertise

    Business Formation Planning

    Business Property Tax Filings

    Sales and Use Tax Filings

    1099 Reporting

    IRS and FTB Representation

  • Trust, Estate, and Gift Tax Services

    Tax Planning and Research

    Tax Preparation

    Trust Accounting

    IRS and FTB Representation

  • Knowledgeable and Responsive

    “Brigitte brings an incredible command of tax law to the table. She really enjoys the intricacies of tax law and developing strategies to maximize compliance with it. But, just as importantly, she has proven to be very accessible for questions we have for both our business and personal situations. She has helped time and time again through the start-up of our business and year after year. We HIGHLY recommend her to anyone looking for accounting and tax assistance.”

    Carl London/Tony Gonzalez, London & Gonzalez Advocacy

  • "With Brigitte (BBH Tax), I have a CPA who knows me, my business, my strategies and is responsive and collaborative with me. She responds to emails promptly, reminds me of deadlines, objectives, and goals, and is forward thinking in her tax approach.

    Brigitte has utilized her expertise to carry back losses and limit our tax liability in ways that ensures compliance, but also allows us to take advantage of the law to spur growth and recover unnecessary tax liabilities. Her knowledge and insight allows her to go beyond what a typical CPA's service would provide.

    Having Brigitte means having a responsive, bright, forward thinking CPA who knows your business, is concerned about you as an individual and is always working to make sure you get the best service and outcomes possible.”

    Sean L.

  • “I had always done my own taxes, but a death in the family threw me into the role of handling multiple tax returns for a variety of trusts in addition to a complicated estate tax return. It was too much for me both in volume and complexity. I turned to Brigitte. I could not have gotten through all of this without her expertise. Her knowledge of ALL tax issues is tremendous and on top of that, she is always very pleasant to deal with. I highly recommend Brigitte for anyone needing tax or accounting services.”

    – Bob N.

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 FAQs

  • Complicated is not new to us. We promise to let you know if further research is needed on a given issue or if we should consult with a specialist.

  • People get behind sometimes. It happens. We promise to help you figure out the path forward so that we can get you caught up. If prior errors are found, we will discuss with you options and implications for fixing those errors. Sometimes the result is a tax refund.

  • Not everyone needs a CPA. We’re here if you need help with complexity, want support or planning, have questions, or just don’t want to spend the time.

  • Sometimes you talk to your accountant the most during the busiest time of year. We promise that even when things are hectic, we will respond to your calls and e-mails and let you know what is going on.

  • We love the opportunity to talk to our clients year-round as questions arise, or if legislation is passed that will impact them, or for tax planning. We promise to be available year-round for our clients.

  • Mistakes can happen. We promise to be accountable to our errors and do what it takes to fix them.