Individual Tax and Planning Solutions
We do more than Prep, We Partner
BGM is an instrumental partner in helping you with a wide variety of tax and financial events, changes, and challenges that occur throughout all stages of life. We can help to minimize your tax exposure and meet your tax and wealth accumulation and preservation goals.
How We Help
We provide a full range of personalized tax services for individuals and families that include:
- Alternative minimum tax planning
- Annual income tax planning
- Charitable giving and investment strategies
- Estate, gift, and trust planning
- Financial planning
- Stock Options
The BGM Benefit
At BGM, we believe in going beyond the traditional role of accountant and tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.
Connect With an Advisor
We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.
Looking for Tax Solutions for your Business?
We do that too. Explore the full breadth of BGM’s Business Tax Solutions.
