Winrow Tax Services
At Winrow Tax Services, we’re here to simplify your tax and bookkeeping experiences. Whether you’re an individual filing a 1040 or a small business navigating corporate returns, we offer a full range of remote tax and bookkeeping services tailored to your needs.
Our remote-first model allows us to serve clients across the country, helping clients avoid the challenges associated with office visits required. We use secure, cutting-edge technology to collect documents, share reports, and keep your information safe.
Who We Serve
Whether you’re seeking a one-time service or ongoing support, we’re committed to delivering reliable, professional guidance.
Let’s Get Started
Ready to make taxes stress-free? Get Started Now today to schedule your free consultation.
Our Mission
Our mission is simple: To deliver quality tax and bookkeeping services while building trusted relationships with our clients.
How It Works
1. Schedule Your Consultation
Book an appointment online or give us a call to discuss your tax situation and goals.
2. We Review & Prepare Your Taxes
Our experienced team carefully reviews your documents, identifies deductions, and prepares accurate returns.
3. We Review & Prepare Your Taxes
We file your taxes securely and on time — so you can enjoy peace of mind knowing your finances are in good hands.
Professional Experience
Brian’s professional journey began in the small family business where he grew up—giving him firsthand insight into the challenges entrepreneurs face every day. After earning his law degree, he served as a trial attorney for the State of New Mexico, working in both criminal and civil litigation. As a former prosecutor, Brian developed the advocacy and negotiation skills that now help him work effectively with the IRS on behalf of his clients. He has taught tax courses at both the undergraduate and graduate level in Minnesota.
Today, Brian focuses on:
- Tax preparation and filings
- Tax planning
- IRS dispute resolution
- Tax compliance for small businesses and individuals
- Strategic guidance tailored to each client’s needs
Licenses & Admissions
Brian is licensed to practice law and is admitted to the following courts:
- New Mexico State Bar
- U.S. Tax Court
- U.S. District Court – District of New Mexico
- U.S. Court of Appeals – Eleventh Circuit
- U.S. Court of Appeals – Eleventh Circuit
He also holds credentials as an:
- Enrolled Agent (EA) – Authorized to represent taxpayers before the IRS
- Certified Fraud Examiner (CFE) – Expert in identifying and preventing financial fraud
Approach & Mission
Brian believes in more than just filing returns or solving one-time issues, he builds long-term relationships with his clients to understand their goals and ensure compliance while helping them achieve their pursuits.
Tax Services
Tax Preparation & Filing
- Individual Tax Returns (Forms 1040, 1040-SR, etc.)
- Business Tax Returns (Forms 1120, 1120S, 1065)
- Sole Proprietor & Contractor Returns (Schedule C)
- Trust & Estate Tax Returns (Form 1041)
- Amended Returns & Prior-Year Filings
- State & Local Tax (SALT) Return Filing
Tax Resolution & Controversy
- IRS Audits & Examination Representation
- IRS Appeals & Audit Reconsiderations
- Tax Debt Relief (Offers in Compromise, Installment Agreements)
- Penalty Abatement Requests
- Innocent Spouse Relief
- Injured Spouse Relief
- Levy & Garnishment Release
- Lien Withdrawal or Subordination
- Currently Not Collectible Status
- U.S. Tax Court representation
Tax Litigation & Legal Representation
- Representation Before the IRS
- Representation in U.S. Tax Court
- Appeals of Tax Court or IRS Decisions
Tax Planning & Advisory
- Entity Selection & Formation Tax Guidance
- Income Shifting & Deferral Strategies
- Capital Gains & Investment Tax Planning
- Retirement & Estate Tax Planning
- Tax Implications of Divorce or Marriage
Bookkeeping Services
General Bookkeeping & Financial Recordkeeping
- Day-to-day transaction recording
- Categorization of income and expenses
- Chart of accounts setup and maintenance
- General ledger management
- Monthly, quarterly, and annual reconciliations
- Bank and credit card reconciliations
- Accounts payable (vendor bills & payments)
- Accounts receivable (invoicing & tracking customer payments)
- Petty cash tracking
Payroll Services
- Payroll processing and reporting
- Payroll tax filings (Federal, State, Local)
- Employee pay stubs and direct deposit setup
- W-2 and 1099 preparation and filing
- Quarterly payroll tax returns (Forms 941, 940)
- Year-end payroll reconciliations
Financial Reporting & Analysis
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Budgeting and forecasting assistance
- Custom financial reports for internal use or external stakeholders
- KPI (Key Performance Indicator) tracking
- Break-even and profitability analysis
- Periodic review meetings to discuss performance
Sales Tax & Compliance
- Sales tax tracking and calculation
- Sales tax return preparation and filing
- Multi-state sales tax compliance
- Nexus evaluation and registration assistance
