Our Services
Advisory
Strategic Insight. Tailored Growth.
At Brotto Advisors, we help businesses navigate change with confidence. Our advisory experts bring decades of experience as CFOs, CPAs, and operational leaders—offering practical solutions in financial strategy, workforce planning, risk management, and more.
Whether you’re scaling a startup, managing a family business, or preparing for succession, we provide custom support at every stage. From outsourced CFO and HR services to transaction guidance and business transformation, we’re your partner for smart, forward-focused growth.
CFO Advisory
Construction Monitoring
Corporate Restructuring & Bankruptcy
Crisis Response & Recovery
Environmental, Social and Governance (ESG)
Family Office
Forensic, Litigation & Valuation Solutions
Grant Compliance
Healthcare Advisory
Human Resources Consulting
Internal Audit
International Advisory
Operational Reviews
Technology Consulting
Transaction Solutions
CFO Advisory
Tax Advisors
Tax Strategies Aligned with Your Financial Vision
At Brotto Advisors, we go beyond compliance—we build tax strategies that support your long-term success. Our advisors take a comprehensive view of your personal and business goals to deliver proactive, customized tax planning and advisory solutions.
With deep knowledge of evolving tax laws and IRS guidance, we help minimize liabilities, uncover credits and incentives, and adapt your strategy as your wealth or business grows. Whether you’re preparing for retirement, navigating a major transaction, or expanding globally, we’re here with the insight you need—every step of the way.
Tax Planning & Compliance
Tax Credits & Incentives
Tax Controversy
State and Local Tax
International Tax
Accounting
Modern Solutions for Accurate, Trusted Results.
At Brotto Advisors, we bring innovation and precision to your accounting and audit experience. By combining expert insight with cutting-edge technology, we deliver tailored solutions that meet industry standards and exceed expectations.
From pre-audit prep to post-audit strategy, we ensure accuracy, efficiency, and transparency at every step. Our process not only produces trusted financial statements, but also identifies tax-saving opportunities and strengthens your financial position.
Audits, Reviews & Compilations
Accounting Services
Public Company Services
Guiding Your Business from Private to Public — and Beyond
At Brotto Advisors, we support private companies preparing for IPOs and public companies navigating ongoing SEC compliance. Our PCAOB-registered professionals collaborate with your legal and financial teams to ensure a smooth transition to the public market.
From audit readiness to post-IPO reporting, we deliver value-driven guidance at every stage. We also assist with follow-on offerings, SEC filings, and complex financial transactions, ensuring your business stays compliant and investor-ready.
International Services
Global Expansion. Local Expertise.
Expanding your business across borders opens new doors—but it also brings complex challenges. Brotto Advisors helps U.S. businesses grow internationally and guides foreign companies entering the U.S. market with strategic tax, accounting, and compliance support.
Through our global network, we provide insights and solutions to reduce risk, stay compliant, and minimize tax liabilities—no matter where you operate.
ADVISORY SOLUTIONS
Tax Solutions
Assurance & Accounting
Private Client Services
Personalized Strategies to Protect What Matters Most
At Brotto Advisors, we understand that your wealth is personal—built over time through hard work and smart decisions. Our Private Client Services are designed to help you preserve and grow that wealth with tailored tax, estate, and financial planning solutions.
Whether you’re managing a family business, office, or private foundation, our experienced advisors offer high-touch support in areas like trust and estate planning, succession, valuations, and retirement strategies—so you can focus on what matters most.
Trusts & Estates
Family Office
Tax Planning & Compliance
- Resources
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