Brugere & Co. CPA, PC

Are you a new Trustee or Executor? It's confusing! We can help you through the process.

I work primarily with individuals, trusts and estates.

I'm in the peace of mind business, helping with much more than taxes. I educateindividuals with accounting, taxes and estate planning so they pay less tax and feel more secure about their financial lives.

Clients have needs which no one is addressing. We fill this void with a collaborative, proactive approach to taxes and planning. Planning has four quadrants: tax planning, investment oversight, cash flow/retirement planning and estate planning. We collaborate with your other advisors to fill these needs. Call us when you have a situation which affects you financially.

I like working with my clients throught the year, helping them understand their financial situation and helping them keep more of their money after tax.

Yes, paying less in taxes is important but focus on maximizing how much you keep after tax! This is a subtle difference but a better approach.