About Jeffery Brooks CPA

Your Tax Prep Experts

With the increased availability of tax software and pop-up tax prep offices, more and more people are attempting to take cost-saving shortcuts on their income tax preparation. The truth is, there is no substitute for the knowledge and insight of an experienced CPA. In fact, saving money on your tax prep often means losing money on your tax refund. Jeff Brooks, CPA, CFP, MBA, and his staff are here to provide you with affordable, expert tax prep services… so, you can be confident that you’re maximizing your refund and enjoying an excellent value.

We are pleased to offer our services to individuals and businesses, and we specialize in meeting the unique needs of small business owners and investors. For your added convenience, we offer drop-off service, and we can accept your files from Quickbooks and other accounting software electronically. When you choose Jeff Brooks CPA for your tax prep, you are forming a partnership with an established team of industry professionals. We go the extra mile to offer you dependable, responsive service, giving you peace of mind and making your life easier.

At Jeff Brooks CPA, our staff takes the time to get to know each client we serve, and every staff member is instrumental in achieving our mission with clients. We also stay abreast of the current and pending tax laws. This allows us to provide our clients with proactive tax solutions, anticipating your future needs and helping you reduce your tax liability. It’s just the kind of service you’d expect from your local, dependable tax professionals. We care passionately about what we do, and the exceptional service we provide is a reflection of that dedication. Whether you are looking for individual tax preparation or tax planning and prep for your business, all of us at Jeff Brooks CPA appreciate the opportunity to meet your needs and exceed your expectations!

Efficient – Ethical – Responsive — that’s the Jeff Brooks CPA Difference!

We’re Numbers People!
Jeff Brooks CPA is proud to provide the area’s finest tax prep and accounting services.
While you can’t quantify the value of the personal, responsive service we provide, here are a few numbers that may offer you some insight on how well our firm performs.

• Client Retention Rate of 98.8%
• Successfully retained 100% of staff for five years
• Consistently rated five stars by clients with a satisfaction rating of close to 99%.
• Error rate is close to 0%. When there is an error, Brooks and associates always learn what to do differently next time.
Nearly 100% of our clients have avoided IRS audits. For those that had IRS audits, Jeff Brooks won every case with no change to tax!
• Reversed penalties charged by the IRS in nearly 100% of the cases.
• We have helped thousands of business owners increase profitability through advisement, including adding new service lines or products and reducing unnecessary expenses.
• Jeff Brooks has consistently invested more than four times the required continuing education for certified open accountant and certified financial planning.
• Successfully served the Chief Financial Officers for restaurant chain that went on to sell for $59 million.

If you want to learn more about what people are saying of Jeff Brooks CPA, we encourage you to check out some of our client testimonials and Google reviews. Or Contact us, and see for yourself why so many individuals and businesses turn to us for all of their accounting, tax prep and wealth management needs. We look forward to assisting you!

Jeffrey Brooks CPA, CFP

Jeffrey Brooks’ mission is to increase the financial gain of his firm’s clients in a proactive and responsive manner, and his wealth of tax and financial help results in a positive return on investment and peace of mind for the clients he serves. Mr. Brooks has taught courses on financial statement analysis resulting in increased cash flow for many of his clients, and he is an experienced tax lecturer and blogger to CPAs, business owners and wealthy individuals. In addition, Mr. Brooks has completed Business Academy and Outlook courses, enabling him to provide more timely and responsive service than his competitors and increase client satisfaction. He also assists clients with their retirement planning and wealth management needs, through JBrooks Wealth Advisors, a CPA and CFP firm.

Jeff Brooks, CPA,CFP, MBA has extensive experience working with all types of businesses. He has been consistently instrumental and successful in the sale of business interests with the least amount of income tax. He also successfully acted as the Director of Taxation and Chief Financial Officer for medical practices, multi-unit chains, and businesses. In each case the result was significant tax savings for majority partners and shareholders. Although only 40 hours of continuing education are required under the Arizona State Board of Accountancy rules, Jeff consistently earns over 80 hours per year! Mr. Brooks is a Member of the Arizona Tax Resource Group, National Association of Tax Professionals, Arizona Society of CPAs and four other tax associations.

Jeff Brooks has completed the GTD: Getting Things Done self improvement program © and the Gerber Business Development Program ©. Jeff is married to Shari Brooks, also with the firm, and they have a daughter Becky (a 5th grade school teacher in Phoenix) and six rescue dogs.

Mark Chavez Senior Tax and Accounting Specialist

Mark Chavez has over 8 years as a Senior Tax and Accounting specialist. Mark’s educational background is in the computer and technology areas. Jeff trained Mark in tax and accounting from the time that Mark was 18 years old. Jeff considers Mark to be the best accountant he has worked with. Mark’s accuracy and efficiency keeps clients’ fees down which, of course, our clients appreciate. Mark has a knack of making things simple for the non-accountant clients because he did not go through a formalized accounting program. Mark is well thought of by clients as very proactive and responsive to clients needs. Mark enjoys learning new things about computer hardware and software. Mark is married to Ashlee and they have two Yorkies.

Kathy Wilson Tax Preparer, Office Administrator

Kathy Wilson has over 4 years experience in CPA firms as an administrator and tax preparer. Kathy has had experience in various industries over the past 21 years. Clients comment on how proactive, responsive, knowledgeable and pleasant she is. Kathy is very close to her daughter Thea. When not helping clients, Kathy is a “fitness buff” and she loves animals, too, having fostered for the Arizona Humane Society.

Shari Brooks Legal Accounting Specialist

Shari Brooks has over 30 years as a specialist in the legal accounting and administrative field before joining our CPA firm. Shari has worked on the Omega System for most of these years. Shari treats the clients as part of “her family” and is known for her conscientiousness, proactiveness and responsiveness to clients. Shari is married to Jeff, has a daughter Becky, and six wonderful rescue dogs. She is an avid Mah Jongg player.

Jennifer Brown Tax Preparer

Jennifer Brown has over 10 years of tax preparer experience. Jennifer’s accuracy and keeping within a time budget minimize clients’ fees. Jennifer works tax seasons and on an as needed basis.

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About Jeffrey Brooks

Jeffrey Brooks, CPA, CFP, MBA since 1976 has specialized in helping clients save significant taxes, help businesses increase their cash flow, revenues and profits while increasing their control and satisfaction. Jeff and his accounting firm sincerely cares about the happiness of his clients.

Get In Touch

JBrooks Wealth Advisors, PC.

Certified Public Accountant
Address: 4647 N 32nd Street, Suite B245
Phoenix, Arizona 85018
Phone: 602-292-2009
Email: jeff@jbrookswa.com