Wealth By Design

About

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.