What Brodie Group does

Brodie Group, Inc. is a privately held, founder-owned personal accounting and tax practice headquartered at 2197 N Camino Principal, Suite 127, Tucson, Arizona, operating continuously under founder Mel Brodie, EA since 1985. The firm serves individuals and small business owners in the Tucson market whose financial lives span personal and business dimensions, specifically Schedule C filers, S-corp owners, individuals with multiple income sources, and clients with unresolved IRS matters. Service delivery is intentionally single-practitioner: clients work directly with Mel Brodie across the entire engagement and are not passed to staff or departments.

The practice operates three integrated service lines delivered as one unified engagement: Tax Preparation & Planning, Accounting & Bookkeeping, and IRS Tax Problem Assistance (covering unfiled returns, penalty notices, audit letters, and balance-due resolution). Underlying technology is the CountingWorks PRO platform, which provides the ClientHub portal, appointment scheduling, document management, eSign, and secure client communications. The firm markets no proprietary technology, patents, or AI/ML capabilities.

The business is a fee-for-service professional services firm with no public pricing, no published service tiers, and quote-based engagement terms determined during consultation. Go-to-market is sales-led and community-led: the firm explicitly avoids assembly-line throughput and instead grows via word-of-mouth, a formalized referral program, content marketing through a weekly Learning Center (blog) and email newsletter, and organic social sharing of published articles. The firm is independent with no external funding, no parent company, and no recorded M&A activity.

Name

Brodie Group

Legal name

Brodie Group, Inc.

Website

https://melbrodie.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Brodie Group is a sole-practitioner tax, accounting, bookkeeping, and IRS problem resolution firm in Tucson, Arizona, serving individuals and small businesses through referral-driven, direct engagements led by founder Mel Brodie, EA.

Ownership category

akta.pro rank

Product category

Tax Preparation and Accounting Services

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• IRS tax problem resolution
• Small business tax planning
• Personal tax compliance

Headquarters

HQ city

Tucson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation & Planning Services: Fee-for-service tax preparation and planning for individuals and small business owners including Schedule C filers and S-corp owners
2. Accounting & Bookkeeping Services: Ongoing accounting and bookkeeping services for individuals and small business owners to maintain organized financial records
3. IRS Tax Problem Resolution: Assistance with IRS notices, unfiled returns, unpaid balances, penalty notices, audit letters, and unresolved tax issues

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Brodie Group provides personalized tax preparation and planning, accounting and bookkeeping, and IRS tax problem resolution services for individuals and small business owners in the Tucson, Arizona area. All engagements are handled directly by founder Mel Brodie, EA, with tax and accounting work integrated rather than siloed, supported by a secure ClientHub portal powered by the CountingWorks PRO platform.

Product overview

Brodie Group is a small, personal tax and accounting practice offering a unified set of services under Mel Brodie, EA. The core offering consists of three integrated service areas: Tax Preparation & Planning, Accounting & Bookkeeping, and IRS Tax Problem Assistance. These services are designed to work together, with tax and accounting handled in one place so issues can be addressed at their overlap. The practice is intentionally kept small with direct client contact. A ClientHub online portal is provided for client access and appointment scheduling.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Tax preparation and planning service for individuals and small business owners, covering personal and business tax situations that overlap, including income from wages, side businesses, S-corporations, and multi-year filings that may not align.
• Accounting & Bookkeeping Accounting and bookkeeping services for individuals and small businesses, including Schedule C filers and S-corp owners, covering organization of financial records, tax-preparation context, and remediation of past recordkeeping issues.
• IRS Tax Problem Assistance Assistance for individuals and small business owners dealing with unpaid tax balances, unfiled returns, penalty notices, audit letters, or multi-year unresolved tax issues, including help interpreting IRS letters before responding.
• ClientHub Client Portal Secure client portal powered by CountingWorks PRO that provides clients with login access, online appointment scheduling, and access to account information and documents.

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• CountingWorks, Inc.coreTechnology or IntegrationCountingWorks serves as the technology platform provider enabling the firm's client portal, document management, appointment scheduling, and secure services delivery. The platform is described as a secure environment for providing services.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Direct peers

• Bench: Tech-enabled bookkeeping service for small businesses, pairing software with a dedicated bookkeeper; comparable because it targets the same SMB bookkeeping-and-tax customer and emphasizes consistent point-of-contact service similar to Brodie's 'one consistent point of contact' model.
• Bookkeepers.com: Outsourced bookkeeping and small-business accounting services delivered virtually; comparable because it serves the same small-business owner seeking ongoing bookkeeping and tax-prep support as Brodie Group.
• Pilot: Specialized accounting, bookkeeping, and tax services for small businesses and startups, including S-corp filings; comparable because it sells a recurring accounting + tax bundle to the same small-business owner segment Brodie serves.
• Padgett Business Services: Franchise network of small-business focused accounting, tax, and payroll practices; comparable because it markets the same SMB-focused tax, accounting, and advisory bundle that Brodie offers to small business owners.
• 1-800Accountant: Virtual accounting and tax services for small businesses and individuals; comparable because it bundles bookkeeping, tax prep, and entity support for the same Schedule C / S-corp client base that Brodie Group serves, just at a national rather than local scale.

Broad incumbents

• H&R Block: Large national tax preparation retailer with both retail offices and online products including H&R Block Live (expert review); comparable because it competes for the same individual and small-business tax prep demand, though at much greater scale and with a less personalized service model.
• Intuit TurboTax Live: Intuit's online tax prep product bundled with on-demand access to credentialed tax experts (CPAs/EAs); comparable because it directly competes for Mel's individual and side-income clients by offering remote EA/CPA review at lower price points.
• Jackson Hewitt: National tax preparation chain serving individuals and small businesses across retail and online channels; comparable because it operates in the same individual/SMB tax preparation category Brodie serves, though with a high-volume, less-personal model.
• Liberty Tax Service: National tax preparation franchise with storefront offices serving individuals and small businesses; comparable because it addresses the same individual and small-business tax season demand, with the trade-off of a less personal, higher-volume service model.

Regional players

• DHJJ (Dieterle, Henry, Joy, & Associates): Mid-market regional accounting and tax firm serving small businesses, individuals, and closely-held entities in the Midwest; comparable because it offers the same integrated tax, accounting, and advisory services to small business and individual clients, though at larger scale and in different geography than Brodie.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/brodie-group-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brodie Group