Excellence on your side.

Whenever you’re dealing with the IRS, it helps to have a skilled CPA in your corner. At Bridgewater Wealth & Financial Management, you have several, and each comes with years of experience in tax planning and/or preparation for high net-worth individuals, trusts, partnerships, non-profits or for-profit companies.

We have specific expertise with foundations, private equity funds, investors and the real estate and hospitality industries. We have also dealt extensively with multi-state returns for many different types of clients over the course of several years.

That’s a lot of tax code, and our accountants have mastered every letter of it. In fact, it’s our depth and breadth of tax advisory and CPA experience that gives our clients an invaluable edge in managing their tax liability. With Bridgewater, you have the security of knowing you are maximizing your net income, optimizing the value of your investments, and meeting your legal responsibilities.

Extraordinary tax advisory service.

The tax professionals at Bridgewater have a reputation for providing exceptional service. Our individual and institutional clients consistently tell us how much they appreciate the honest feedback, solid advice, detailed preparation and smart, objective strategic planning we give them in three broad areas:

• Tax Planning
• Tax preparation and compliance
• IRS representation

Our team is always accessible, reliable and responsive. And with over 100 years of collective experience to draw from, you can count on Bridgewater for the highest quality tax advisory services.

We believe in making tax planning and preparation an integral part of your overall wealth and financial plan. Our tax professionals can work hand-in-hand with your investment and financial management experts, or we can draw on the expertise of ours to create and administer a custom plan for you or your organization. Contact us soon to find out how we can help you achieve all your financial goals.

Tax Advisory Services for Individuals
Tax Advisory Services for Businesses & Institutions