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.
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
Business formation and dissolution
Sales and hospitality taxes
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.