Tax Planning

BWFA Tax Services

Tax Planning & Compliance

Few people like the idea of turning over their hard-earned money to the government.  An advantage of offering income tax preparation to our financial planning and investment advisory clients is that we are better prepared to give wise tax advice.  At BWFA, we pride ourselves on our proven ability to assist clients in developing optimal tax and business strategies that identify potential opportunities for our clients.  At the same time, however, we pride ourselves in providing timely tax compliance and preparation that meets our clients filing needs.  In doing so, clients benefit from:

–          Working with dedicated tax advisors that are available throughout the year for questions and support

–          Year round tax planning and communication of regulatory developments that will or may impact clients

–          Representation before federal, state, and local tax authorities

Without a solid financial plan, individuals will likely pay more in taxes than would otherwise be necessary. By trying to anticipate and properly plan for the events in our clients’ lives that generate large tax liabilities, we may be able to increase the overall wealth that our clients retain.


Tax Service for Individual Clients

Individual taxpayers benefit from the depth and breadth of experience we have in helping them minimize their personal tax obligations, as well as with the tax implications of gifting and estate needs.  Read more here. 


Tax Service for Businesses

By understanding your organization’s priorities and financial picture, as well as the complex and ever-evolving tax codes, BWFA will help minimize your tax liability. Read more here.