Wealth By Design

About

Update regarding COVID-19 virus - 3/20/20

It is an everchanging environment.  The U.S. Treasury Department announced today that the filing deadline has been delayed until July 15, 2020.  That does not mean that we plan to file all returns in July.  We are working hard to file as soon as possible.  But we do appreciate the additional time allowed for those of you that want to wait a bit to come in and meet.  As always, feel free to contact us by phone or email.  Please stay safe.

Update regarding COVID-19 virus - 3/19/20

Recently, the Treasury announced that certain taxpayers and businesses will have until July 15, 2020 to pay their taxes this year. However, as of now the filing deadline remains April 15, 2020. Again - as of now there is not a filing extension, only a payment extension.

During this time, we are diligently preparing tax returns in anticipation of the April 15 deadline.

Given the current situation, it is quite possible that you may not be able to get us paper documents, and we cannot guarantee receipt. Starting now, we recommend clients consider sending us their documents electronically by uploading them via our secure portal on our website at brendalowecpa.com, see the link above (arrows).

Brenda is still in the office so if sending information electronically or by mail is not an option for you, she will be available for drop offs. She will have her door propped open and will keep a safe distance of at least 6 feet away. If the drop-off method is your preference, you can give call ahead and she will be there. She has currently sent her staff home to work remotely.

If you have any questions, please email or call, we will walk you through it.

We will continue to keep you updated as it changes.

Warm Regards from us at Brenda K. Lowe CPA LLC

Update regarding COVID-19 virus

With the recent concerns regarding the COVID-19 outbreak, we would like to help reduce the stress of our clients. If a meeting or drop off is no longer a preference, we can send and receive information electronically or by mail. We would also like you to know that we are taking extra precautions, such as cleaning the office frequently and following the guidelines setup by the Centers for Disease Control and Prevention(CDC). 

In an effort to keep everyone safe, please feel free to call with questions or let us know if you would like to reschedule appointments to a later date.

The health and saftey of our clients is our number one priority. We will continue to take extra precautions to provide the safest enviornment possible for our clients.

Welcome!

Brenda K. Lowe CPA LLC is a boutique tax and planning service firm for individuals, families and business owners.  The focus is on providing services catered to our client’s needs.  Our services include tax preparation, financial planning and family office services.  

Proficient in estate and financial planning, tax preparation, wealth reporting and management.  Our goal is to assist our clients through the wealth accumulation and retirement process.

We work with our clients to plan their retirement and estate needs; easing the mind of the surviving spouse when they need it most.  On top of our expertise in estate planning, we also prepare both business and individual tax returns. 

Furthermore, we can provide complete financial well-being by keeping track of all of the financial needs of the individual/family by providing home office servcies.   

We pride ourselves in educating our clients so they comprehend and are comfortable with their financial decisions.