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.
Jessica Peel,
Associate District Sales Manager, ADP
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.