About Us

You’re worried you’re overpaying your taxes and you’re tired of leaving messages that are never returned! We understand your time and money are valuable and we’ll help you save more of both with our proactive services. As your trusted advisor, our mission is to empower you to truly understand your finances so you can achieve financial success. Brook Bay Consulting founder, Yonasan Sanford, CPA, recognized a need in the accounting industry for more planning when it comes to taxes and business strategies. Many CPA firms are so focused on compliance they neglect to plan for and proactively create tax savings opportunities.

To be successful, you need to be proactive.

Tax planning takes the guesswork out of the business tax equation. Not only will you save money by planning for the future, but you’ll be better prepared to pay your tax bill when the time comes. At Brook Bay Consulting, relationship building is key to how we work with our clients. We want to get to know you and your business so we can create the most effective tax planning strategy possible.

You’ll never have to worry we won’t return your call,

because we value communication and trust.

Click the button below to schedule a call and learn more about how our services can help you.

Yonasan has been easy to communicate with, clear in his explanations of complex tax concepts. He has made the experience pleasant, rather than confusing and frustrating.

Lori Wynn

Owner - Lori Wynn Physical Therapy LLC

YONASAN SANFORD, CPA

Founder, Chief Tax Planner & Business Strategist

With years of experience in small business accounting and advising as well as tax planning and preparation, Yonasan is passionate about helping small business owners and non-profit organizations grow their businesses and save money.
In the fall of 2022 he fulfilled a long-time dream and moved with his family to Israel. That being said, he’s still fiercely loyal to his native Seattle sports teams and has strong roots in the Pittsburgh area after living there for over 12 years and starting and growing his business with local Pittsburgh clients. When he’s not working, you’ll find Yonasan exercising, exploring the amazing country of Israel, and spending time with his wife and five kids.

Frequently asked Questions

Should I form an S-Corp?

Maybe and maybe not. We will evaluate a lot of factors to help determine if an S corp is best for you and your business.

Can you help me determine reasonable compensation?

Yes! We absolutely will help you with this.

For those of you wondering what reasonable compensation is: Section 162 defines reasonable compensation as the amount that would ordinarily be paid for like services by like organizations in like circumstances. It considers both the reasonableness of the total amount paid and the services rendered.

It’s important you work with a qualified tax advisor to help you determine what’s reasonable for you.

Will you help me evaluate retirement planning options?

You bet. We’ve found a lot of therapists are considering an IRA or have one currently. An IRA is great, but there are many other options available to help you save for the future and also reduce your tax burden.

How much can you save me on taxe?

Our goal is to save you $20,000+ in taxes in the first year alone.. Tax planning is complex, and it requires us to evaluate a lot of criteria to help you save as much money as possible. When you work with us, we partner with you to legally and ethically reduce your taxes as much as possible. We do this every single day and are experts in the field so you don’t have to be!

Does it matter if I haven't had an accountant before?

If you haven’t had an accountant before, you have nothing to worry about!

We can help ensure you get everything up to date and also minimize your existing tax liability.

For some therapists, it even makes sense to go back and amend previous tax returns to get access to more deductions. That being said, you will want to book a call sooner rather than later – because we can only go back so far, and waiting even more time could mean fewer savings for you.

I already have an accountant. Can you help me with tax planning?

We sure can. You are more than welcome to work with your existing accountant. We understand most CPAs and accountants don’t do tax planning like we do. So, we’re happy to just do the tax planning!

What states do you work in?

Since we offer services virtually, we have clients in states all across the US. Whether you’re in Maine, Hawaii, or somewhere in between, we can help!

What types of businesses do you work with?

Those in the mental health and wellness space are common clients of ours, but we also work with a handful of other small business owners.

Top Rated on Google reviews

See What Our Clients Say

Positive: Professionalism, Quality, Responsiveness, Value

Working with Yonasan as I have started my business has helped me immensely with understanding my tax situation and also planning my business structure and planning for financial growth. He is professional and responsive. I enjoy working with him.

Positive: Professionalism, Quality, Responsiveness, Value

Thank you Yonason for your knowledge, expertise and great customer service.

Working with Yonasan and Brook Bay has been SO helpful for us. As a fitness/wellness company, we'd rather spend our energy helping people feel good in their minds and bodies, so when tax time rolls around, we are lucky to have Yonasan managing all the ins and outs for us. We've worked with him for the past 3 years now and don't know what we'd do without him!

I have relied on Brook Bay Consulting for my tax preparation for several years. The customer service and attention to detail have been outstanding. I recommend the company without hesitation.

I enjoyed talking to Jonassan. He was very knowledgeable and calm in our telephone conversation.

Yonasan is thoroughly knowledgeable in tax law and is incredibly patient with his time. He went beyond simply filling in numbers to help us understand how to plan for the future with our hybrid situation of freelancing and payroll tax.

Mr sanford always goes above and beyond, always making sure every detail is taken care of (even non accounting stuff). He has made it very pleasant to use him as an accountant in the state of PA. I cant think of ever using someone else, he simply treats the business as its his very own. Thank you

Yonasan is extremely valuable as a CPA that I know for a fact I can trust to guide me in the best direction to not only make sure I’m minimizing my tax burden, but also ensuring that I am doing things correctly so that I grow as a business owner and real estate investor and minimize liability. Thank you for your incredible service and providing a lot more value than you charge, Yonasan.

Mr. Sanford provided top notch service. He was extremely prompt and attentive to detail and was willing to go above and beyond to answer my questions and make sure that our tax returns were accurate and geared to use the tax code to our advantage.

shternie RosenfeldUsed Brook Bay for my personal and business return. The process couldn't have been easier and they were thorough and gave me detailed explanation for everything . Would use again and recommend to anyone.