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Tax

Tax

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you to minimize tax obligations and focus on the big picture. There is nothing simple about taxes. It’s more than filing tax returns and taking steps to reduce tax liability. Constantly evolving tax laws create the need for a tailored approach to tax strategies by taking the time to learn your business practices, identifying tax strategies critical to your success, understanding your financial goals, and providing you with a business plan to meet those goals.   

To ensure the very best for our clients, we must help minimize tax liabilities while remaining in compliance with tax laws, collaborating with clients to identify and create opportunities for tax savings.  With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships as well as individuals, with added specialization for a variety of industries.

Case Study: Economic Incentives
Visit the Tax Resource Center

Who We Serve

Corporations & Partnerships
Owner-Managed Businesses
High-Net-Worth Families
Individuals

with complex tax needs

Why Choose Brown Edwards

Experience Matters

Our team of tax advisors uses our expertise to handle complexities for corporations, partnerships as well as individuals, with added specialization for a variety of industries.


You can benefit from our tax expertise in the following ways:

  • We monitor and understand the complex and dynamic tax laws and regulations.
  • We tailor them to your specific business or personal circumstances.
  • We lower your tax obligations while adhering to the law.
  • We cooperate with you to identify and implement tax-saving solutions.
  • We manage tax matters for various entities and industries with our proficient and trained team.
Frequently Asked Tax Questions
❝We appreciate the prompt attention to matters that are important to us. As a small company, our resources are limited and we do not have an accountant in-house. Being able to rely on the professionals at Brown Edwards allows us to complete our work. They get us answers quickly, which means we can meet our deadlines.❞
Laurie Hensley
Office Manager, New Hope Telephone Cooperative
Inside Public Accounting Top 100 Firms
Best of Accounting Client Satisfaction 2025 ClearlyRated badge winner

Tax Solutions

Federal Tax

Federal Tax

Federal tax compliance and consulting services for your business needs. Our team are subject matter experts on tax strategy planning, corporate, multi-state, and personal return preparation, compliance, mergers and acquisitions, accounting methods, and tax credits, just to name a few.  

State and Local Tax

(SALT)

State and Local Tax

Our experienced team of dedicated SALT experts are ready to assist you with planning and solutions to your issues and questions whether you are conducting business in one, several or all 50 states. Let our team ease the administrative burden and help you to mitigate risks and identify tax savings opportunities.
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International Tax

International Tax

Whether you are importing or exporting, we’ll help you establish and maintain systems to accomplish your objectives. We have the knowledge and the experience to lead you through the legal and regulatory maze to successfully reach your goals.

Estate & Succession Planning

Estate & Succession Planning

It is never too early to begin estate planning and each estate planning scenario is unique. To help you, we want to know you, your specific situation, and the nature of your relationships. We discuss all these issues, providing useful research tools and making recommendations to make your plan simple, efficient, and complete, assisting you through every step of the process. 

Tax Resource Center

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Real Estate

4 Videos
Video Description
Video Description

Historic preservation and rehabilitation is a hot topic right now. Federal and state historic rehabilitation tax credits can be a great way to achieve tax savings and help fund your project. Brown Edwards has the resources to help you learn the ins and outs of the historic tax credit program and how to comply with the requirements.

Contact Our Tax Team Leaders

Jeff Barbour, MSA, CPA

Partner

Jeff Barbour, MSA, CPA

Partner

Anthony D. Rager, CPA, CGMA

Partner

Anthony D. Rager, CPA, CGMA

Partner

Jeffrey A. Smith, CPA

Partner

Jeffrey A. Smith, CPA

Partner

Lisa S. Reecher, CPA

Process Operations Partner

Lisa S. Reecher, CPA

Process Operations Partner

Patrick Murtaugh, CPA

Partner

Patrick Murtaugh, CPA

Partner

Ready to Discover Tax Strategies Critical to Your Success?

Discover ways to mitigate risks and identify opportunities for tax savings.

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Tax FAQ

From traditional assurance and tax services to the latest in professional business advisory and consulting services, Brown Edwards provides you with the peace of mind you deserve.

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Brown Edwards Provides Guidance To Out-Of-State Developer On Economic Incentives

Scenario

A large shopping center developer in from another state was building a new complex which would house seven tenants in Southwest Virginia. The developer was not aware of possible tax credit opportunities or similar economic incentives for investment in the area and requested Brown Edwards take a look.

BROWN EDWARDS SOLUTION AND GUIDANCE

Through our comprehensive state enterprise zone tax credit search, we were able to identify that this piece of property was within an enterprise zone. With our interoffice efforts and knowledge, we were able to work with the client to identify all of the expenditures that qualified for the Real Property Investment Grant. We preformed the required agreed upon procedures from the state of Virginia, and timely submitted all of the required documentation.

RESULTS

The client qualified for a grant from the state of Virginia for $200,000. They received a check for their pro-rated portion of the grant award within ten weeks from the due date of the grant request application. Had the request not been timely submitted, the client would not have received any grant monies.

Learn More About How We Can Support Your Business

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Frequently Asked Tax Questions

We have a group of tax professionals who understand how unique and complex tax situations can be. We provide personalized service by taking the time to learn your business practices, identify tax strategies critical to your success, understand your financial goals, and provide you with a business plan to meet those goals.

Tax laws are complex and constantly changing. At Brown Edwards we take a hands-on approach to address your business or individual situation. We seek to minimize your tax liabilities while remaining in compliance with all applicable laws. We collaborate with clients to identify and create opportunities for tax savings. With our tax professionals’ in-depth expertise and education, BE can handle complexities for corporations, partnerships as well as individuals, with added specialization for a variety of industries.

  • Stay updated on the latest tax laws and regulations.
  • Apply them to your specific business or personal situation.
  • Reduce your tax burden while following the rules.
  • Work with you to find and implement tax-saving strategies.
  • Handle tax issues for various entities and industries with our skilled and knowledgeable team.

Brown Edwards’ experienced team of dedicated SALT experts are ready to assist you with planning and addressing your state and local tax issues whether you are conducting business in one, several or all 50 states.

Here are a few items that you should consider:

  1. Nexus
    How are you connected to or have a significant presence in a state that would trigger a taxable situation?

  2. Apportionment
    How much tax do I pay in each state and how do I determine the amount?

  3. Requirements
    When, where and how do I need to register and file the appropriate forms in those jurisdictions where I do business?
  1. Have a plan.
    It is never too early to begin estate planning. Contact you CPA to discuss your unique situation.

  2. Determine to whom, when and how you want your assets to transfer.
    There are many options and tools that BE will use to determine the most advantageous timing and process for asset transfer.

  3. Review and Update
    Have a regular check-up to make sure your situation hasn’t changed requiring modifications to you plan

We can tailor international tax services to your needs. We partner with top Alliance firms to provide you with the knowledge and experience you need to lead you through the legal and regulatory maze to successfully reach your goals.

  1. Set a timeline for your transition.

  2. Determine if you want to sell the business or leave it a family member or co-worker.

  3. Establish the value of the business.

  4. Document all of the processes and procedures that make the business successful.

  5. Meet with your accountant and/or attorney to determine the best tax and estate strategies for your unique situation.
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