The CPA for DIY Investors*
*Who need help with everything else
Brady CPA is a boutique tax consulting firm offering tax preparation, tax advisory, and personal financial reporting/projection services. Our clients typically have sophisticated tax needs and benefit from our strategic approach.
Tax Preparation
Federal, state, and local tax filing for individuals, trusts, estates, and business entities, including consultation, estimated payment calculcation, and withholding analysis.
Tax Advisory
Strategic direction for a range of complicated tax matters, including projections, reponses to tax agency inquires, IRS audits, formation of business entities, and processing for estates/trusts.
Financial Reporting & Projections
Preparation and guidance related to personal net worth, cash flow, long-term tax projections, and various other specialized analysis reports tailored to your specific needs.
Personal Service
Your tax needs will be addressed from beginning to end by an experienced CPA, dedicated to your needs.
Consultative Approach
We offer a concierge experience, placing priority on communication and mutual understanding to create better tax outcomes for clients.
Strategic Direction
Whether you are opening a business, evaluating an investment, or simply ensuring you comply with tax regulations, our expertise will give you confidence in the optimal tax strategy for your situation.
Dan Brady, CPA
Dan is a Certified Public Accountant, licensed in the state of Pennsylvania and New Jersey. His tax experience is primarily derived from working with high-net worth investors, trustees, business owners, and executives located in the Philadelphia Tri-State area.
Berwyn, PA