A practice built of
care and precision.

Stephen Brooks founded SRB & Associates, LLC in 2010 on a straightforward premise: clients deserve a senior advisor who actually knows their situation, returns their calls, and partners with them as their financial needs evolve.

Stephen branched out to start his own firm for one reason above all, flexibility to be present for his family. It was a significant risk: success was far from guaranteed, and he had a child on the way. He bet on himself, and on the kind of practice he wanted to build.

He has also served as an instructor and writer for the American Institute of Certified Public Accountants (AICPA) since 2013, contributing to the continuing education of fellow CPAs across the country.

That principle has shaped his firm ever since. Engagements are scoped carefully and led personally. Recommendations are grounded in the numbers, framed against the relevant tax code, and tested against what the client is actually trying to achieve , not what is easiest to bill.

Since then, his firm continues to serve high-net-worth individuals, families, and small businesses and their owners. The work centers on compliance and consulting. Every engagement is grounded in one overarching theme: minimizing current and future tax liabilities. At times, that includes the strategic use of trusts and estates.