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.
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
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.
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.
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.
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!
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.
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!
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!
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.
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See What Our Clients Say
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.
Thank you Yonason for your knowledge, expertise and great customer service.