Helping Our Clients Achieve Financial Peace of Mind.

Simplicity. Expertise. Protection.

This is how Brian Greenberg & Associates allows our clients to rest easy about their finances and their financial future.

Brian Greenberg believes there is already enough stress and worry in our lives - why add to it unnecessarily?  As a result, Brian strives to provide maximum peace of mind with minimal time, cost, worry, and risk.  If you are looking for super-aggressive tax strategies, high risk to return investment approaches, and investments disguised as insurance - we may not be the place for you.

We define Peace of Mind as the intersection between Simplicity, Expertise, and Protection

• Simplicity - Think of us as your financial stress absorbers.  We shield you from the complexities.  Interactions are always friendly, comfortable, and reassuring.

• Expertise - With over 30 years of experience, you can rest assured that our work is accurate, thorough, detailed, and done in a timely manner.

• Protection - The world - both financial and otherwise - is an inherently volatile place.  Our goal is to shelter what you have and avoid exposure to unneccessary risks.

Read through this website for the full range of services we offer and then contact us to set up your free strategic session.  Let us evaluate your current tax situation, perform a comprehensive insurance review, and most importantly learn more about you and what needs are.  In turn, we will provide you with a full analysis of your current situation and our recommendations for your financial future.  Don't wait another day - contact us now!

Free Insurance Review

All tax clients of Brian Greenberg & Associates are entitled to a free annual insurance review.  The biggest insurance mistake most people make is thinking of insurance as a static, one-time decision.  In fact, insurance needs constantly change and should be reviewed on a regular basis.  

As your life and the world around you changes, so do your insurance needs. So don't delay - take advantage of your free review now.  Call us today to set up a time that is convenient for you.

Important Dates

January - Begin year-end tax planning now!

January 17th -  Your Federal and State Estimates are Due.  Make sure it's at least 90 percent of 2011 total taxes or 100 (110% if AGI > $150k) % of 2010 total taxes.  If not, the government will then request a pound of flesh.

January 20th - Sales Tax Returns Due

January 31st - W-2s and 1099s need to be given to employees and independent contractors, respectively.

February 29th - Federal, State copies of W-2s and 1099s need to be sent in.  Don't be late, the government will fine you and it ain't cheap.