Frequently Asked Questions
Welcome to Brooks Financial Group! We want to make this transition as smooth and transparent as possible. This page answers common questions about what to expect, how we’ll support you, and the resources available to ensure continuity in the services provided and the relationship we share.
Our commitment is simple—to uphold the values you trust while delivering enhanced service and expertise. Explore the FAQs below to learn more about this exciting new chapter.
Why is my advisory relationship transitioning to Brooks Financial Group?
After many years of dedicated service, Brian Chrest is preparing for retirement from advisory services. Brooks Financial Group shares the same values and commitment to excellence, and this transition will bring new opportunities and enhanced service for all advisory clients. Brian will continue to serve clients for tax matters through CPA In-the-Box.
What will change for me as a client?
Starting January 1, 2026, your advisory relationship will be managed by Brooks Financial Group. You will have access to their experienced team and resources, with Jordan Taylor serving as your new advisor and transition lead. Your tax services will continue to be provided by Brian Chrest and CPA In-the-Box.
Who is Jordan Taylor, and how do I contact them?
Jordan Taylor is a trusted member of Brooks Financial Group and will be your new advisor. You can reach Jordan at jtaylor@brooksfinancial.com.
Will my current services or accounts be affected?
Your advisory services will transition to Brooks Financial Group, but your tax services will remain with CPA In-the-Box. Brooks Financial Group is committed to making this transition seamless and ensuring continuity of care. If you have specific questions about your accounts, Jordan Taylor will be happy to assist.
Will my fees or costs change as a result of this transition?
No changes to your fees or costs are expected as a result of this transition. Brooks Financial Group is committed to maintaining the same fee structure you currently have, ensuring a smooth and consistent experience.
What do I need to do to prepare for this transition?
No immediate action is required. Brooks Financial Group and CPA In-the-Box will coordinate all necessary steps and keep you informed. If any forms or updates are needed, you will be contacted directly.
Will my personal information and data remain secure?
Yes. Both CPA In-the-Box and Brooks Financial Group are committed to maintaining the highest standards of data privacy and security throughout the transition.
Who do I contact if I have questions or concerns?
For advisory-related questions, please use the form below to connect with our team. You can also contact Brooks Financial Group's Director of First Impressions, Angela Shannon, at ashannon@brooksfinancial.com for quick assistance. You can also reach your Jordan Taylor at jtaylor@brooksfinancial.com.
For tax-related matters, please continue to reach out to Brian Chrest at CPA In-the-Box.