Tax strategies for a better life.

It’s been said that tax planning and preparation are just as much an art as they are an accounting science. The numbers may not lie, but they are subject to professional interpretation. Of course, in the end the only opinion that matters is that of the Internal Revenue Service, and no one understands it better than the tax professionals at Bridgewater Wealth & Financial Management. It’s our business to know and apply the tax code correctly, legally and to your advantage. Quarter after quarter, year after year, we will help you achieve the best possible tax scenarios.

Skill and experience make all the difference.

As a staff of CPAs with more than 100 years of collective experience, we are deeply familiar with the laws regulating taxation, and their ramifications on your overall financial picture. We have extensive knowledge of state and federal tax compliance, and the intricacies of filing multi-state returns. We can also represent you in an IRS audit, should that prove necessary, or help you address any ongoing issues. With expert knowledge gained from years of experience, we offer a full line of tax services:

• Federal income tax preparation
• State income tax preparation, including multi-state returns
• International tax liability
• Family business tax planning
• Tax planning and preparation for trusts and estates
• Yearly and quarterly household employee and other payroll compliance
• Tax events strategies

Taxes as part of your overall financial strategy.

When we plan and prepare your taxes, we can work very closely with your investment professionals and financial managers or ours to maximize performance and limit liability. To coordinate and administer a tax strategy that takes into account all aspects of managing your wealth, we use a broad portfolio of CPA accounting services:

• Financial planning services
• Estate planning strategies
• Asset protection strategies
• Investment advisory strategies
• Retirement planning
• College planning
• Comprehensive financial planning
• Personal foundation and charitable gifting

As part of our tax advisory services, we measure your overall financial performance, review and adjust your plan regularly, and report the tax implications in person. We have clients all over the U.S. and can handle your taxes no matter where you live. To make your tax strategy an integral piece of your overall financial picture, contact Bridgewater today.

Tax Advisory Overview
Tax Advisory Services for Businesses & Institutions