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Accounting Firm

Brumm & Associates, Inc.

Tax, financial and business planning firm for individuals, executives and business owners

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About Brumm & Associates, Inc.

Brumm & Associates, Inc. is a planning and accounting firm that brings tax, estate, financial and business planning together for individuals, executives and owners. Its principal spent 23 years as a CFO and general manager at businesses ranging from start-ups to listed companies, and uses that background to join up business and personal planning.

Services

  • Tax planning and preparation: returns, planning and resolving tax issues.
  • Estate and real estate planning: estate plans, beneficiary reviews and property planning.
  • Financial planning and wealth management: personal financial plans and managing wealth.
  • CFO and management consulting: business planning, forecasting and budgeting.
  • Business formation: setting up new entities.
  • Accounting and bookkeeping: keeping the books for business clients.

Customers and markets

The firm works with individuals, business executives and business owners at every stage of the business life cycle.

Key facts

  • Experience: principal has 23 years as a CFO and general manager
  • Client tools: savings, tax-deferral and required minimum distribution calculators

Profile written by TrustList from the business's own published information, Sep 2026.

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