Elevating

Your

Success.

OUR SERVICES

From tax preparation and planning to auditing, consulting, and beyond, BPW LLP, offers a full suite of services designed to support individuals, small businesses, and corporations alike. Whether you're seeking guidance on maximizing tax savings, ensuring compliance with regulatory requirements, or optimizing your financial processes for efficiency and growth, we have the knowledge and experience to help you succeed.

TAX

    • Filing personal income tax returns for individuals.

    • Advising on tax planning strategies to minimize liabilities.

    • Preparing and filing corporate, partnership, and LLC tax returns.

    • Providing tax planning advice for businesses.

    • Developing strategies to optimize tax efficiency.

    • Identifying opportunities for deductions and credits.

    • Assisting with estate planning to minimize tax implications.

    • Preparing estate and trust tax returns.

    • Advising on tax implications for international transactions.

    • Assisting with compliance for foreign income and assets.

    • Ensuring businesses comply with state and local sales tax regulations.

    • Providing ongoing advice on various tax matters.

    • Assisting with tax-related decision-making.

    • Representing clients in dealings with tax authorities.

    • Assisting with audits and appeals.

    • Ensuring that businesses adhere to tax laws and regulations.

    • Monitoring changes in tax legislation and advising clients accordingly.

    • Assisting non-profit organizations with tax compliance.

    • Advising on tax-exempt status and related issues.

    • Advising on tax-efficient employee benefit plans.

    • Assisting with executive compensation strategies.

    • Helping businesses identify and claim R&D tax credits.

    • Providing tax advice during mergers, acquisitions, and divestitures.

    • Structuring transactions to optimize tax outcomes.

    • Ensuring clients comply with federal, state, and local tax requirements.

ACCOUNTING

    • Recording and classifying financial transactions

    • Maintaining general ledgers and subsidiary ledgers

    • Bank and credit card reconciliations

    • Compiling income statements (profit and loss)

    • Creating balance sheets

    • Preparing cash flow statements

    • Calculating and processing employee payroll

    • Handling payroll tax filings and compliance

    • Providing payroll reports and summaries

    • Developing budgets based on financial goals

    • Creating financial forecasts and projections

    • Analyzing variances between actual and budgeted figures

    • Generating customized financial reports

    • Providing regular financial insights to support decision-making

    • Offering key performance indicators (KPIs) analysis

    • Conducting ratio analysis

    • Analyzing trends in financial data

    • Evaluating the financial health of the business

    • Monitoring and managing cash inflows and outflows

    • Identifying opportunities for cash flow improvement

    • Developing cash flow forecasts

    • Assisting with external and internal audits

    • Preparing audit schedules and documentation

    • Ensuring compliance with auditing standards

    • Implementing accounting software systems

    • Providing training on accounting software usage

    • Supporting clients in transitioning to new accounting tools

    • Tailoring services to meet specific client needs

    • Providing industry-specific financial advice and solutions

BUSINESS SERVICES

    • Advising on the most suitable business structure (e.g., LLC, corporation, partnership)

    • Registering the business with the appropriate authorities

    • Conducting name availability searches

    • Reserving and registering business names

    • Preparation and filing of articles of incorporation/organization

    • Drafting bylaws or operating agreements

    • Shareholder or partnership agreements

    • Acting as a registered agent for legal and official correspondence

    • Ensuring compliance with state requirements for a registered agent

    • Assisting in obtaining Employer Identification Numbers (EIN)

    • Providing guidance on tax ID numbers and compliance

    • Ensuring compliance with local, state, and federal regulations

    • Advising on ongoing compliance requirements

    • Identifying and obtaining necessary business licenses and permits

    • Providing guidance on regulatory requirements

    • Assisting in the development of business plans

    • Offering strategic advice on business structure and growth

    • Conducting trademark searches

    • Assisting with trademark registration

    • Assisting with registration to do business in multiple states

    • Complying with foreign qualification requirements

    • Assisting with the dissolution or winding up of a business

    • Handling required filings and notifications

    • Tailoring services to the specific needs of the client

    • Offering personalized advice based on industry and business goals