Michael A. Brunson, CFO
Michael A. Brunson, CFO

Michael A. Brunson, CFO

Offers remote services
Discounts available
Offers remote services
Discounts available
$75/hour
estimated cost


Zip code
Industry

Responds in about 4 hours

Introduction: My core training is in accounting. I started building the accounting practice in 1989 and practiced traditional public accounting for 22 years. I specialize in tax preparation and planning for individuals and small businesses, international tax compliance, and representation before the IRS and the United States Tax Court. With over 30 years of experience in individual, business, nonprofit, and trust tax prep, there are 3 things I have perfected... 1. Creative tax strategy 2. Informative Tax Educating and Advisory 3. Clear and regular communication Now, as a Contract (Fractional) CFO, at half the budget for a full time CFO, I concentrate on financial analysis, projections, strategic planning, banking, and tax strategies that benefit the company, it's board of directors and it's owners. I team with executive leadership and key stakeholders to... (1) DEVELOP INTERNAL ACCOUNTING SYSTEMS that provide the proper financial information needed to make quality decisions (2) help CREATE THE OPERATIONAL SYSTEMS that support the corporate strategy (3) MAXIMIZE TAX SAVINGS through "Smart Tax Advantageous Enterprises and Corporate Structures" (4) assist in the DEVELOPMENT OF CREATIVE MARKETING STRATEGIES for product/service launch and differentiation in the marketplace
Overview

Hired 11 times

Serves Raleigh, NC

Background checked

3 employees

33 years in business

Payment methods

Apple Pay, Credit card, Square cash app, Venmo, Zelle

Featured Projects

6 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Excellent 4.9

13 reviews

5
92%
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8%
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Read reviews that mention:


pro avatar
Tierra N.
Apr 18, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Michael responded quickly to our call for tax return preparation and strategy but gave us so much more, in addition. We now have a foundation and the training moving forward for properly maintaining our small business's books. His detail orientated approac
Individual Tax Preparation
pro avatar
Carley T.
2 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

It was getting close to tax day and I had been avoiding doing my taxes for a while! I’m in the military and moved from VA to CA, I was renting my house in VA and just bought a new house in CA, and a state resident of TX. I knew my taxes were going to be complicated and I couldn’t handle them myself. Michael was able to help me on short notice and was able to get my refund higher than I could every imagine! Michael was super responsive, easy to work with, and made sure to explain everything to me throughout the process. I will be using Michael services every year from now on!
Individual Tax Preparation
pro avatar
Scott ..
4 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

I appreciate Michael's dedication to provide a thorough service for our tax preparation needs. He went above and beyond by conducting background research on our house to ensure that we had the most accurate tax return. I would recommend him to anyone looking for tax services.
Individual Tax Preparation
pro avatar
Paul B.
May 2, 2022
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Hired on Thumbtack

Hired on Thumbtack

Michael has been in my corner from day one of helping me get my latest tax return filed and has found me more deductions than I knew about.
Individual Tax Preparation
pro avatar
Rafael M.
Apr 17, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Michael did an incredible job for me in a very short timeframe. We connected a couple of times and he was able to file my taxes in a seamless way for an affordable fee. He was incredibly professional. I highly recommend his services and will continue to use it for the following years.
Individual Tax Preparation
Credentials
Background Check

Michael A. Brunson

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    While I tried to keep my pricing standardized they range based on complexity of the engagement

  • What is your typical process for working with a new customer?

    Typical process includes listening to my clients, understanding not only the current tax profile but also tax history. Gather how knowledgeable they are and prepare

  • What education and/or training do you have that relates to your work?

    Undergraduate degree in accounting and multiple certifications, trainings, and experience in tax strategy including tax strategy for high income individuals, family tax planning, and setting up tax advantageous slam business enterprises.

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