Guiding individuals and small businesses through the complex world of
tax and accounting through proactive financial planning and innovation
Tax and Advisory
BW Tax Advisory Group is a CPA firm seeking to help individuals and small business owners identify problem areas, improve their processes, and cut costs through proactive tax and financial planning.
Jeremy L.
Free Consultation
As a prospective client, we would love to meet with you for a free consultation. Allow us to review your prior year tax returns and current year financials for tax planning or other opportunities.
Meet Phil and Brendan!
Areas of Practice
Tax preparation
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Tax planning
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Business formation and dissolution
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Bookkeeping
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IRS Notices
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Payroll
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Sales and hospitality taxes
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State and local tax issues​
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool.