TESTIMONIALS
Jeff has always been super helpful with our taxes. We searched for years and finally, when we were faced with a complicated tax issue, we found him! He takes time researching issues that most probably would not. And finally, he is helping us go in a positive direction with our annual tax returns.
Jason Tatyum
We have used Brookfield Financial for our personal and business taxes as well as our retirement planners. There service has been excellent! Jeff and Jana are very knowledgeable with what they do.
Lisa C.
Jeff has been super helpful with our taxes since he bought the company a couple of years ago. When we had complicated tax issues from prior years, we found him. He takes time researching issues that most probably would not. And finally, he is helping us go in a positive direction with our annual tax returns. He is also putting us in a better financial position by working on our tax projections and financial planning.
Mr & Mrs Licea
I had an excellent experience with Jeff. He took the time to understand my concerns and desires, creating a customized plan the perfectly addressed my needs. His expertise in tax planning saved me over $5k in taxes.
Brookfield Tax Planning was very knowledgeable and made sure my tax needs were addressed. They were very detailed and patient. Highly recommended.
Let me start by saying that Jeff and Jana have been a great help preparing my company's financial reports. Their prompt and thorough responses to all my questions and guidance were comforting to someone like me who didn't have financial background. Their fees are very affordable compared to other firms. (You would not believe some estimates I had received from some firms. Nuts!)
I was looking for someone to help with personal/ business taxes and found Jeff. He reached out immediately after requesting a quote and helped ease my worries of assisting with getting everything cleaned up for my situation. I liked that he had a modern approach to doing things. Everything was done virtually which made it convenient and time-saving. I later reached out to him for help on another personal request which he quickly and happily assisted with. I appreciated his willingness to help and his accessibility - would 10/10 recommend. Thank you Jeff for your services!
