Private counsel for
growth.
Since 2010, SRB & Associates has delivered strategic tax planning, accounting, and advisory services to individuals and businesses navigating real complexity.
Core Practices
Estate Planning
Comprehensive structuring and planning to protect your assets and legacy across generations.
Tax Services
Strategic tax planning and compliance for individuals and businesses to minimize liability and maximize outcomes.
Business Advisory
Actionable guidance on growth strategy, operations, and financial planning to drive sustainable results.
Accounting & Bookkeeping
Comprehensive financial reporting and bookkeeping so you always have a clear picture of your business.
Financial Consulting
Data-driven financial analysis and consulting to support mergers, acquisitions, and major business decisions.
A decade and a half of
earned perspective.
Stephen Brooks founded SRB & Associates in 2010 with a singular focus: providing the technical precision of a large firm with the personal focus of a boutique advisor.
Since then, the firm has guided clients through changing tax codes, business transitions, and generational transfers, keeping their financial architecture resilient in any climate.