Something brought you here.
Let's figure it out together.
Your taxes deserve a strategy, not just a return.
Brackett is a boutique tax planning and strategy firm. We work with you all year, not just in April.
The Brackett
Advantage
WE PLAN BEFORE IT'S TOO LATE
Most tax mistakes happen because no one was planning ahead. We work with you throughout the year so every opportunity gets captured before it's gone.
WE KNOW YOUR WORLD
There's a difference between a generalist and someone who understands 1099 physician income, practice ownership, and healthcare adjacent businesses. We speak your language.
YOU WILL NEVER FEEL LOST
You will always know where you stand, what you owe, and what's coming next. Explained clearly, without the jargon.
Our services
TAX PLANNING AND STRATEGY
Proactive, year-round planning built around your income, your structure, and your goals. We build your strategy before the year is over, not after.
Year Round Advisory
Available when the real decisions happen. New contract, new entity, new income stream. We're here when it matters, not just when the forms are due.
TAX PREPARATION
Accurate, timely, and filed with full confidence. Because nothing in it should surprise either of us.
Who We Serve
Brackett works with physicians, physical therapists, chiropractors, mental health practice owners, and healthcare adjacent business owners navigating real tax complexity. If you have 1099 income, own a practice, or suspect your situation has never been truly optimized, you are exactly who we built this for.
Our Process
Start the conversation
Tell us where you are and what you want to change. No jargon, no judgment. Just an honest look at your situation.
Review your tax picture
We look at your full picture. What you have paid, what you owe, and where the real opportunities are. Most clients say this is the first time they have truly understood their tax situation.
Move forward with a plan
You get a proactive strategy and a year-round partner who adjusts as your income and life evolve. No more surprises. Just clarity.
Ready to See What's Possible?
Led by a federally licensed Enrolled Agent and MBA from Pepperdine University.
Brackett.
3230 E. Imperial Hwy, Suite 300
Brea, CA 92821
Phone: (714) 210-1001
