Prescreening Process

Client Eligibility & Service Qualification Policy

At Brewer Financial Firm, we are committed to providing strategic, high-level tax compliance, advisory, and financial services designed for clients who require advanced planning, detailed compliance support, and long-term financial guidance.

To maintain the level of service, strategy, and individualized attention provided directly by Mrs. Monica D. Brewer, certain eligibility requirements apply for clients seeking to work personally with her.

One of the qualification standards is based on income level and adjusted gross income (AGI). Clients must meet the minimum AGI threshold associated with their filing status as outlined below:

Minimum AGI Requirements

Single Taxpayers — $61,500  

Married Filing Separately — $63,690  

Head of Household — $78,040  

Qualifying Surviving Spouse with Dependent Child — $72,275  

Married Filing Jointly — $144,785

These thresholds help ensure that clients are properly aligned with the level of strategic tax planning, compliance management, and advisory services provided within Mrs. Brewer’s private client portfolio.

Legacy Client Exception

This qualification policy does not apply to loyal clients who have maintained a relationship with Brewer Financial Firm for seven (7) years or longer. Our long-term clients remain a valued part of our firm and will continue to receive direct access and priority service.

Next Steps

If you meet the minimum AGI requirement—or qualify as a legacy client—you may proceed to the pre-screening section before scheduling your consultation or appointment.

If you do not meet the minimum threshold for direct services with Mrs. Brewer, we are still happy to serve you through one of our qualified tax professionals within Brewer Financial Firm. Our team of experts are fully equipped to provide exceptional tax preparation, compliance, and advisory support.

Please note that qualification for direct service with Mrs. Brewer is based on business structure, service level, and strategic planning needs—not personal preference.

We appreciate your understanding and your commitment to working with a firm that values excellence, compliance, and results.

At Brewer Financial Firm, our commitment to you goes beyond preparing tax returns—it is about protecting your future, preserving your peace of mind, and helping you build lasting financial success.

We are committed to accuracy, integrity, and excellence in every service we provide. Whether you trust us with your tax preparation, bookkeeping, payroll, tax planning, tax resolution, or business advisory needs, our promise remains the same: we will handle your financial matters with strategy, professionalism, and care.

We believe our clients deserve more than quick answers and temporary fixes. You deserve guidance, education, transparency, and solutions that are built to last. That means asking the right questions, paying attention to the details, and making sure every decision supports your long-term goals.

Our firm is built on trust, and trust requires consistency. We are committed to clear communication, strong compliance standards, and a level of service that reflects the seriousness of your financial future.

When you work with Brewer Financial Firm, you are not just another file on a desk—you are a valued client, and your success matters to us.

Our commitment is simple:

Protect what you earn.

Plan for what you build.

Create the legacy you deserve.

Because at Brewer Financial Firm—

We don’t just prepare returns.

We build legacies.

Our Sister Companies exist to ensure that every client has access to trusted, professional, and compliant tax services—regardless of service level or pre-screening qualifications.

At Brewer Financial Firm, clients who require high-level strategic planning and advanced tax advisory may work directly with Mrs. Monica D. Brewer through our private client portfolio. However, we understand that every financial situation is different, and every client still deserves expert care.

That is where our Sister Companies come in.

These affiliated DBA companies operate under the same standards of excellence, professionalism, and compliance that define the Brewer name. They allow us to serve individuals, families, entrepreneurs, and small business owners with reliable tax preparation, bookkeeping, payroll, and financial support while maintaining the specialized service structure of Brewer Financial Firm.

No matter which team you work with, the expectation remains the same:

Accuracy.

Integrity.

Professionalism.

Results.

This structure allows us to provide the right level of service for every client while protecting the quality, strategy, and personalized attention that our firm is known for.

Different teams.

Same values.

The Brewer Standard.

Because one thing never changes—

We don’t play about paper.