Hand the worry to a CPA who knows your situation and is there when you need answers.
Stay One Step Ahead.
Tax preparation, planning, and bookkeeping for individuals and small businesses in and around Oxford, Mississippi. Work directly with a CPA who knows your situation and is there when you need him.
Stay ahead of taxes, cash flow, and deadlines, so you can plan with confidence.
Always know where you stand with clean financials and guidance year-round.
Sound familiar?
Solutions to the frustrations I hear the most
“You only hear from your accountant at tax time.”
I stay in touch year round, not just in April.
“Your tax bill shows up as a surprise.”
I project your taxes early so you can plan for them.
“Your books are always months behind.”
Monthly bookkeeping keeps your numbers current.
“You get passed to a junior accountant you've never met.”
You work with me, a CPA, every time.
“Deadlines sneak up on you.”
I track your deadlines and remind you early.
Services
Tax Preparation
Accurate, stress-free tax filing with a CPA who knows your situation. I prepare your federal and state returns with clear communication and no last-minute surprises.
Tax Planning
Proactive strategies to help you make smarter decisions and avoid unnecessary taxes. I look ahead at your income, entity structure, and estimated payments before deadlines arrive.
Bookkeeping
Reliable monthly bookkeeping that keeps your financials accurate and up to date. I handle reconciliations, categorization, and reporting so you can understand your numbers and run your business with confidence.
Business Launchpad
Launch and structure your business with confidence. I guide you from formation to financial readiness.
Who I help
Real expertise in the areas that matter most to the people I serve.
Real Estate Agents & Brokers
Big closings can bring big tax bills. I help you plan so they never catch you off guard.
Rental Investors
From one unit to a full portfolio, I help you keep more of what your rentals earn.
Small Business Owners & Entrepreneurs
Growing a business is hard enough. I handle the numbers so you can focus on the work you actually love.
Individuals & Families
Guidance that helps your family keep more and plan for what's next.
Why work with me
Direct access to your CPA
You work with me directly. I learn your situation and give you the guidance to make confident decisions.
Proactive year-round guidance
Guidance should not happen once a year. I help you prepare for what's ahead with timely advice and strategies designed around your goals.
A streamlined client experience
A secure digital experience makes it simple to share documents, communicate, and stay organized without unnecessary paperwork.
What my clients say
If you're looking for a trusted professional with a fresh perspective on navigating today's ever-changing tax landscape, Brian Duffie, is an excellent choice!
Let's get you one step ahead.
When you work with me, you get a dedicated professional determined to help you succeed. Tell me about your goals, and I will build a plan to get you there.