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.