Tax Planning and Preparation

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Get in touch with our experts to discover how we can tailor our solutions to meet your unique needs. We’re here to help you navigate the challenges and opportunities that lie ahead.

Keys to success

Accuracy, completeness, and timeliness are the keys to our tax planning and preparation services. By staying up to date on changes in the tax laws, we also help our clients take advantage of new opportunities for tax savings. Our service exceeds many of our peers in that we integrate the tax planning of the entities we service with  that of the owners in order to efficiently maximize wealth over the long-term and over multiple generations.

Tax planning by itself is only part of a company’s overall strategic plan and a complete understanding of a business owner’s short-term and long-term objectives.

Our Tax Services

Tax laws are constantly changing.

We work with clients throughout the year to keep them abreast of these changes and their effects. Through our tax planning services, we also help clients minimize both their current and future tax liabilities.

Tax Services we offer

Industries we serve

Healthcare

Many medical professionals and auxiliary service providers do not have the time (or desire) to implement operational processes and procedures.  B&A understands insurance complexity and the financial implications.

Small Manufacturing

Whether you’re a small manufacturer providing products to another industry sector or to sell to the general public, we have the tools to assist you with inventory, purchasing, and processing efficiency.  From nuts and bolts to screen printing, we’ve got you covered.

No matter what the industry, B&A has extensive experience with small business, especially those who wish to grow.  We understand the difficulties a business owner faces from building a team to “doing the books”.

Growing Small Businesses

Our consultants have years of experience in this broad category that includes property preservation, poultry farm construction, home building and real estate based financing.

Construction & Real Estate