Where are your clients located?

Our office is in Media, PA. We serve individuals and families across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.

Private Client Services | Brinker Simpson

Built Around Your Financial Life

When your income spans a business, a portfolio, real estate and family entities, your return is only as good as the coordination behind it. We work with you, your wealth manager and your attorney so planning, filing and major decisions line up.

Integrated Planning

One plan that covers your business income, portfolio, real estate and family entities, reviewed during the year.

Return Preparation

Federal, state and local returns for you, your family entities and trusts, prepared by a team that knows how they connect.

Investment Tax Coordination

Working with your wealth manager on the timing of gains and losses, charitable gifts of appreciated assets and net investment income tax.

Multi-Entity Coordination

Keeping partnerships, S corporations, LLCs and trusts in sync so K-1s and personal returns line up.

Year-Round Advisory

A team you can call before major decisions, such as buying property, selling a business interest or making a large gift.

Who Is This For

Business owners and executives with income from several sources
Families with investment portfolios, real estate or family entities
Clients who want their CPA, wealth manager and attorney working from the same plan
Families with trusts or multi-generational planning goals

Frequently Asked Questions

Who is private client service for?

Families whose returns involve several entities, trusts, investment portfolios or real estate, where the pieces need to be planned together rather than one return at a time.

Will you work with my wealth manager and attorney?

Yes. We coordinate directly with your other advisors so planning, filing and major decisions line up.

How often should we meet?

At least once before year end to project the tax bill and review gains, losses and gifts, and any time a major decision comes up.

Parent reviewing Section 530A account contribution rules and gift tax filing requirements

July 28, 2026

Trump Accounts: New IRS Gift Tax Guidance for 2026

Section 530A accounts, also known as “Trump accounts,” are available for contributions as of July 4, 2026. Created by the One Big Beautiful Bill Act, these custodial, tax-advantaged accounts can be ...

Tax Planning • Tax Compliance • Estate and Succession Planning

Business owner reviewing succession and estate planning documents with an advisor

June 23, 2026

When Your Wealth Is Your Business: Estate Planning That Keeps Up

For owners of closely held businesses, estate planning is rarely just about transferring wealth. When most of an individual's net worth is tied to the business itself, decisions about taxes, ...

Tax Planning • Estate and Succession Planning

August 26, 2025

Alternative Minimum Tax: What You Still Need to Know

The alternative minimum tax (AMT) is a separate federal income tax system that bears some resemblance to the regular federal income tax system. The difference is that the individual AMT system taxes ...

Tax Planning • Tax Compliance • Tax Alert

Private Client Services