Discover our capabilities and experience

PERSONAL TAX PLANNING

  • CEO, CFO and Executive Clients: BDG-CPAs provides tax savings and preparation services.
  • Many long-term relationships with prominent corporate executives.
  • Income tax planning and preparation.
  • Trust and estate tax planning and preparation.

BDG-CPAs provides unique solutions to address taxes, financial and estate planning and personal accounting needs.

Service mission: Achieve full compliance for federal and state tax filing and to creatively structure transaction to maximize after-tax benefits.

OTHER TAX SERVICES FOR INDIVIDUALS

  • Income tax preparation
  • Tax planning
  • Wealth management
  • Education funding
  • Charitable giving
  • AMT effect minimization
  • Estate and gift planning
  • Estate and trust administration
  • Fiduciary returns and accounting
  • Retirement strategies and distribution
  • Business successions
  • International taxation
Our Tax Planning Guide is available online for individuals, investors and businesses.  Contact us with your Tax questions.
US 1040 Tax Form and silver ball pen