Outsourced tax advisory services. Inside knowledge.

As a staff of skilled certified public accountants with decades of collective experience, Bridgewater Wealth & Financial Management has been providing both tax advisory and accounting services to partnerships, corporations and nonprofit organizations for more than 20 years. In the process, we’ve gained a deep understanding of the ways tax authorities and regulatory bodies think and operate, and we put that knowledge to work for you.

Skill and experience—our most valuable assets.

The breadth and depth of our business and non-profit experience makes Bridgewater especially effective tax advisors, planners and preparers for organizations of almost every type. We are intimately familiar with the laws regulating taxation, and we are able to calculate their implications on your overall financial structure. We have extensive knowledge of state, federal and international tax compliance as well, and our tax professionals have mastered the intricacies of filing multi-state returns.

In addition, we have specific expertise with foundations, private equity funds, investors and the real estate and hospitality industries. Quarter after quarter, year after year, we will help your organization achieve the best possible tax scenarios through a broad portfolio of services:

  • Year-round tax planning for corporations, partnerships and non-profits
  • Preparation of reviews and returns
  • State, local and international tax consulting
  • Investment, pension and employee benefit funds tax returns
  • Merger and acquisition planning
  • Payroll, sales and use tax reporting
  • Representation before the IRS and other authorities

Accessible. Reliable. Responsive.

Bridgewater always strives for extraordinary service. Detail-oriented and hardworking, our team is always available to provide the thoughtful consultation and extra effort required to accomplish your objectives in a timely and accurate manner. For expert knowledge, experience and service, contact Bridgewater today and allow us to make a proposal on your next project.

Tax Advisory Overview
Tax Advisory Services for Individuals

To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity. - Douglas Adams