Vero Beach, Florida

Tax and Accounting Services in
Vero Beach, FL

Tax preparation, tax resolution, bookkeeping, and payroll for individuals and small businesses across Indian River and St. Lucie Counties. Backed by an Enrolled Agent with over ten years in practice.

Rated 5/5 By Clients

IRS Enrolled Agent since 2015
10+ years in tax prep and resolution
MBA in Accounting and Finance
You work with Brian, not a call center
Tax Tracker tracking a 20% in taxes paid compared to last year

“Every client works directly with me. You’ll know who’s handling your return, and you can reach me when it matters.”

Brian Jorgensen, EA

Founder, BDJ Financials

Are You Facing These Tax Problems?

If any of these sound familiar, they’re fixable. These are the situations we handle every week.

Behind on Filing

Unfiled years pile up fast, and penalties and interest keep running the whole time. Most people put it off because they don’t know where to start or what it’s going to cost them.

IRS Letters You Can’t Decode

A notice shows up and you can’t tell if it’s routine or serious. Ignoring it doesn’t make it go away, and the response deadlines printed on those letters are real.

Books That Aren’t Ready

Receipts in a shoebox and a checking account doing double duty as your bookkeeping. You can’t see your real margins, and every tax season turns into a scramble.

A Tax Bill You Didn’t See Coming

April arrives with a number nobody warned you about. Without a plan during the year, you’re just reacting to whatever the return happens to say.

our services

Tax and Accounting Services

Tax prep, resolution, planning, bookkeeping, and payroll for individuals and small businesses in Vero Beach and across Florida.

About BDJ Financials

10 Years of Tax Work in Florida

One person, start to finish.

Brian Jorgensen has been an IRS Enrolled Agent since 2015 and holds an MBA in Accounting and Finance. He founded BDJ Tax Services that same year, handling tax preparation, bookkeeping, and payroll. BDJ Financials was added as its sister company to bring tax planning and resolution in-house. Between the two, you get the whole picture handled by the person who actually knows your file.

Enrolled Agent Credentials

An EA is licensed directly by the IRS with unlimited practice rights. That means Brian can represent you before the IRS in any state, on any matter, not just prepare your paperwork.

Open Year-Round

Planning happens in October, not April. We’re here Monday through Friday all twelve months, and the questions you have in July get answered.

Testimonials

98% Satisfaction from over 600 verified reviews.

Want to work with us?

Book a free strategy call today and see how we can help you or your business.