Subscription Accounting — Est. 2025

Your accountant,
all year long.

Brooks & Co. Accounting is a subscription-based firm serving individuals and small businesses. One flat monthly fee. Unlimited questions. Zero surprises.

Free Download

Tax Prep Checklist

Everything you need to gather before filing — for both individuals and small businesses.

  • W-2s, 1099s & income statements
  • Prior year tax return
  • Social Security numbers
  • Business expense records
  • Retirement contributions
  • Home office deductions

Enter your email below to unlock the full checklist →

Free Resource

The Ultimate
Tax Prep Checklist

Stop scrambling every spring. Our comprehensive checklist covers everything you need to file your taxes — whether you're an individual, freelancer, or small business owner.

  • 01Personal income documents (W-2, 1099-NEC, 1099-INT, etc.)
  • 02Prior year federal & state tax returns
  • 03Social Security numbers for all family members
  • 04Business revenue & expense records
  • 05Retirement account contributions (IRA, 401k, SEP)
  • 06Home office & vehicle use documentation
  • 07Charitable donation receipts
  • 08Health insurance premiums & HSA contributions
  • 09Investment & capital gains statements (1099-B)
  • 10Education expenses & student loan interest

Get the Full Checklist

Enter your name and email and we'll send it straight to your inbox — completely free.

No spam. Unsubscribe anytime. We respect your privacy.

🎉 It's on its way!

Check your inbox for the Tax Prep Checklist. While you're here, take a look at our subscription plans below.

View Plans
Why Brooks & Co.

Accounting that
works like a retainer.

Most people only talk to their accountant once a year at tax time. We think that's backwards. Your finances don't take a year off — and neither do we.

With a Brooks & Co. subscription, you get a dedicated accountant available year-round for questions, planning, bookkeeping, and advisory — all for one predictable monthly fee.

See Our Plans

Year-Round Access

Ask questions any time. No waiting until April to get answers about your finances.

Flat Monthly Fee

No surprise invoices. Know exactly what you pay, every month, all year long.

Tax Included

Federal & state tax preparation is included in every plan. Filing season covered.

Proactive Advice

We flag opportunities and issues before they become costly problems.

Subscription Plans

Simple, transparent pricing.

One monthly fee covers everything. No hourly rates, no surprise bills, no hidden costs.

For Individuals

Personal Plan

$100 / month

Perfect for salaried employees, freelancers, and anyone who wants a real accountant in their corner year-round.

  • Federal & state tax preparation
  • Unlimited tax questions (email & chat)
  • Year-round financial advisory
  • W-2, 1099 & investment income
  • Retirement contribution planning
  • Dedicated accountant
Get Started
From the Blog

Insights from our desk.

Tips, news, and strategies on taxes, bookkeeping, and growing your finances.

Blog

Test Post

This is a test post.

Mar 01, 2026
View All Posts