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Our Services

Brandsfield Financial Group was established in 1981.  We provide financial planning, tax planning, tax preparation and accounting services to individuals and small business.  We have extensive knowledge in tax planning and preparation as well as all aspects of financial planning.  Our goal is to provide realistic solutions to real planning problems.  Unlike many other planners, we analyze the impact of income taxes before we take any action.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

We're here for you!

We are a comprehensive wealth management firm committed to enhancing your long-term financial success.  We specialize in sustainable income solutions which will help you grow, protect and conserve your wealth.  With over 18 years of wealth management experience, we can provide you a clearly defined road map for your financial journey.  Working with our firm will give you peace of mind knowing that you will be able to fulfill your promises to the people who matter the most to you.

Helpful content

Curated articles, videos, and more for a financially savvier you.

Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

More information you can use

What our team has to say:

Aaron Brandsfield

Accountant & Financial Professional

aaron@brandsfield.com

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