703.356.4506 | info@pb-cpafirm.com

Who We Serve

Individuals & Families

Making taxes as painless as possible

We help thousands of individuals and families prepare their tax returns every year. From multi-state returns to tax planning to IRS representation, we’ve seen it all. Our staff works diligently to make filing taxes as painless as possible.

Our services for individuals can include:

  • Tax planning and projections
  • Tax preparation – Federal and State
  • Tax resolution and representation
  • Estate, Trust, and Gift Tax planning and compliance
  • Consultation and advisory services

Businesses

Providing Comprehensive Accounting, Tax & Financial Services

We serve small to medium-sized businesses. From preparing business returns for Corporations, Sub Chapter S Corporations, Partnerships or Limited Liability Companies to outsourced accounting services to helping you assess your business’ income tax liabilities, we think of ourselves as your silent partner.

Our services for businesses can include:

  • Outsourced accounting services
  • Financial statement preparation and compilation
  • Tax return planning and preparation
  • Tax representation
  • Advisory and consulting services

Not-For-Profits

Helping 501(c) Organizations Navigate Federal Tax Compliance Matters

We assist in helping not-for-profit organizations in maintaining state, federal, and local compliance.

Our services for not-for-profit organizations can include:

  • Assistance with applying for tax-exempt status
  • Preparation of annual form 990
  • Bookkeeping and accounting services
  • Financial statement preparation, compilation, review, and auditing
  • Tax representation
  • Advisory and consulting services

Estates and Trusts

Assisting You Fulfill Your Fiduciary Obligations

We help dozens of estates and trusts prepare their tax returns every year. We collaborate closely with trustees and executors to ensure accuracy and tax compliance.  

Our services for estates and trusts can include:

  • Tax planning and projections
  • Tax preparation – Federal and State
  • Tax resolution and representation
  • Estate, Trust, and Gift Tax planning and compliance
  • Bookkeeping/accounting services
  • Consultation and advisory services

How Can We Help You?

See What Our Clients Have to Say

  • “Craig Braucht has been my CPA for many years. Over those years, he has assisted us in financing needs, addition and exiting of shareholders, advice during the great recession, and tax preparation and planning for the company and shareholders. I would not hesitate to recommend Craig and his firm.”

    Glen
    Business Owner
  • “Thank you so much for the way you handled our situation today…the meeting could not have turned out any better. (We) left your office feeling very positive about the meeting and about you personally. You helped us a great deal.”

    Foster
  • “The entire Board of Directors was quite favorably impressed by the clarity, completeness and professional manner in which your office prepared and presented the financial statements. We appreciate your efforts and look forward to doing business with your office in the future.”

    W.G.
    Society President
  • “We want to thank you for your prompt and highly professional work. We will recommend you to our friends, and look forward to working with you in the future.”

    Jennifer
  • “There are not enough words to thank you for all of your help. We are so grateful for all you have done.”

    Kathy