Investment AdvisoryFinancial PlanningTax AdvisoryFamily Office
Individuals & Families

An integral part of your financial picture.

Backed by decades of experience, the depth and breadth of our CPAs’ tax advisory experience gives our clients an invaluable edge in managing their overall tax picture. 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.

We genuinely care about the Bridgewater client family. 

Our team is accessible, reliable and responsive, not to mention friendly and compassionate. With well over a hundred years of collective experience and an unwavering dedication to stay current with ever-changing tax law, Bridgewater provides premium tax advisory services.

We integrate tax planning and preparation into your overall financial plan. Our tax professionals work with our in-house investment, planning and financial management teams to create and execute customized plans. We can also collaborate and coordinate with your existing financial professionals.

Tax Advisory Services

The excellent reputation of our tax advisory services dates back to 1987 when Bridgewater's CEO, Ron Rubin, founded his public accounting firm, Rubin Kasnett and Associates. The two firms merged a few years after founding Bridgewater Wealth in 1996.

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

Federal and State Planning
International Tax Matters
Tax Event Strategies
Business Planning
Trusts and Estates
Employee and Payroll
State and Federal Compliance
Multi-state tax matters
IRS and Tax Authority Representation