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Tax and Advisory 
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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
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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

Tax planning

Business formation and dissolution

Bookkeeping

IRS Notices

Payroll

Sales and hospitality taxes

State and local tax issues

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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.