Practice Areas
Tax
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The codes change every year and choosing the right Accountant is crucial to utilizing the changes to your advantage. BMB Associates can help educate you on how to take advantage of deductions and avoid tax penalties.
Along with the knowledge of deductions comes the understanding of how to qualify. Record keeping and documentation are key to qualifying for deductions and avoiding penalties.
BMB Associates spends personal time with each client making sure they are comfortable with knowledge of the laws the work for them and the requirements to apply them.
Retirement Planning
Having a retirement plan is crucial to forming a full tax strategy. You need to make sure you are in line with both short and long term needs. BMB Associates can help design a plan that works with your individual situation to achieve your long term goals.
Business
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BMB Associates handles all business entities from sole proprietors to corporations. Choosing the right entity to begin and when to change are crucial business decisions. BMB Associates can help outline what is the right entity to start with and when is the right time to change.
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BMB can also help advise and answer all your questions including payroll, insurance, record keeping, 2018 tax reform and planning.
Trusts & Estates
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Choosing the right tax plan includes forming trusts to protect your legacy. BMB Associates can help you choose the right path and manage your tax filing requirements. Gift reporting and estate planning are often missed and can lead to devastating tax consequences. BMB Associates can make sure you know how to avoid common mistakes that could hinder your estate if missed.
Personal Planning
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There is more to life than just taxes. BMB Associates can also help advise in all financial issues. BMB Associates can help advise you in what type of life insurance you need, purchasing or leasing a car, debt reduction, health insurance, college savings, types of financing for assets, and more.
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BMB Associates is here help advise before you on the right moves before it is too late.