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Braun Tax and Financial Income Tax Preparation

Braun Tax and Financial Income Tax Preparation

Reviews Summary

The consensus is overwhelmingly positive, with all reviewers giving 5-star ratings. Travis is praised for his professionalism, knowledge, efficiency, and responsiveness. Many highlight his ability to simplify complex tax matters, provide quick turnarounds, and deliver excellent results. Clients appreciate his thoroughness, clear communication, and willingness to go above and beyond. Multiple reviewers mention long-term satisfaction and strong recommendations, noting his convenience, flexibility, and superior service compared to other options. The recurring themes are trust, reliability, and a stress-free experience.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

1230 George St

Point Pleasant, New Jersey 08742

Visit Website Call Now Get Directions

Customer Reviews

Finding Braun Tax & Financial was the best thing to happen for our families finical needs. After meeting with Travis, my husband and I felt he was the right agent for us. We were comfortable right from the start. Travis was easy to communicate with and guided us while informing us of all of our options. After preparing our paperwork Travis took the time to review past years and found many errors that benefited us, in many ways, mainly financially. He was available when needed and answered all of our questi

Travis at Braun Tax & Financial is outstanding for both personal and business accounting. I have used multiple accountants over the years and Travis is by far the most responsive and easiest to work with. He answers all of our questions, ensures everything is accurate and works hard get our returns done quickly and efficiently. Highly recommended for both personal returns and business accounting.

Travis came highly recommended from family friends that have been using his services for years now. My wife and I have gone to Travis in back-to-back years now, and have been very satifised. His thoroughness is elite. He answers any questions with accuracy in a promptly manner too.

I've had the pleasure of going to Travis for my taxes for a few years now. He is extremely educated in his craft and knowledgeable. I highly reccomend him to anyone looking to get their taxes done. I'd give him 10 stars if I could!

This is my second year with Travis. He is very knowledgeable, patient and efficient. He explained things in a way I could understand and made suggestions. I highly recommend Braun Tax and Financial!

Travis Braun always makes things very easy for us to file our tax return. He is efficient & we get our tax refund quickly every year. We have used Travis for years for our personal taxes & wouldn?t go elsewhere! Recommend him, 10/10

New to the area we went by those reviews found online. Travis was extremely responsive, professional and knowledgeable. The entire process was very convenient and completed quickly. The clear communication was so appreciated. Do not hesitate, Braun Tax and Financial is thorough and you will be so glad you chose them.

Travis came to our house, which was very convenient for us. He was extremely professional and knowledgeable. I have done our taxes myself as well as through other accountants. Since using Braun Tax services, I plan to use them every year from now on. I highly recommend them!

Travis was extremely helpful, professional and easy to work with. He was fast in his responses via email or phone and was always to get ahold of. I would highly recommend him and will definitely be going back to him next year.

Travis has been a great help over the past few years. He is a true professional and very knowledgeable. I would highly recommend Travis for his tax services.

Have been using Travis for few years now and highly recommend him! He is very professional, efficient and flexible with our schedule! We will continue to use Travis for years to come!!!

Braun Tax and Financial is simply the best in this area. Travis is a true professional and gives you the kind of service that you rarely see anymore. If you want real personal service and attention to detail - give Travis a call.

Great service, very responsive and helpful! This was our first time doing our taxes as a married couple and we had all our questions answered, making filing our taxes a breeze! Will definitely be going back to Travis in the future!

Travis is professional, reliable, and hard working. He has been doing my taxes for years and I am completely satisfied with his work.

Working with Travis has been such a great experience. Travis is willing to go above and beyond for his clients. I highly recommend.

Travis did a great job filing my taxes. He was very prompt to answer any questions I had. I highly recommend!

This was my first time using Braun Tax and Financial services. I moved to a new area and wanted someone closer to me. Braun was highly recommended by several neighbors and I took their advice. He was knowledgeable, patient and made me feel at ease. He will be my go to guy for all my financial services in the future.

Travis was extremely professional, efficient, and friendly. We will be using him in the following years to come to file our taxes!

Very professional, great communicator, goes above and beyond answering all questions effectively and very knowledgeable. This is our second year with Braun Tax and Financial and highly recommend this service to everyone. Thanks Travis!

This was my first experience doing my own taxes. I did not know what to expect I was very anxious. Travis got me through it with ease. The best!

Used Travis for the first time this past year, great personal service and very detail oriented. would definitely recommend him!

Highly recommend! Makes what is usually a stressful process easy and stress free! Very professional, quick turnaround. Responsive and thorough in explanations. Do yourself a favor and let them do your taxes. You won?t regret it!

Travis was great! He got me the best return and was convenient to schedule with.

Was great to work with a knowledgeable person who got my taxes done quickly and reasonably. I highly recommend Travis Braun!

I've been using Braun tax for a couple years. Very highly recommended throughout ocean and Monmouth County. Don't see myself using anybody else.

Travis was professional and got everything done in a timely manner. I would highly recommend

Very thorough, knowledgeable and personable. Answered all my questions in simple terms. Very pleased with the results and would highly recommend him.

Flexible with time, competent and does it right unlike other franchise tax companies ??

Excellent service and does great work. Would highly recommend.

Very knowledgeable and professional .... had everything done in great timing .....

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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