Michael T. Briers, CPA

Thomas B. Briers, CPA/PFS, CFP®



Fort Myers    Bonita Springs   Naples

Service Areas

Business Consulting Services

 - Asset Acquisition Analysis
 - Profit Margin / Contribution Margin Maximization
 - Cash Flow Forecasting
 - Banking Debt Covenant Monitoring
 - Budgeting (Annual Expense and Capital Expenditure)

Tax Services

 - Individual and Corporate Return Preparation
 - Estimated Tax Payment Planning
 - Cost Segregation / Depreciation Services
 - Sales Tax Minimization Reviews
 - Property Tax Planning
 - Business Entity Selection Consulting 
Accounting Services

 - QuickBooks Training and Consulting 
 - Business Financial Start-up Services
 - Financial Statement Preparation
 - Review and Compilation Services
 - Staff Accounting Training
 - Accounting for Income Taxes Consulting


Wealth Planning Services

 - Estate Planning
 - Gift Tax Return Preparation
 - Estate Tax Return Preparation
 - Portfolio Management
 - 3rd Party Verification Services
 - Snowbird Issues



** Please note this list is not all-inclusive.  If your needed service is not listed, please feel free to contact us with your questions.