Tax Season Started Yesterday
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Our targeted, comprehensive, multi-level service packages are crafted to meet the needs of any business. From added consulting and tax planning to our detailed business strategies that zero in on opportunities that could not only help you save taxes but enhance your bottom line as well.
At BW&O CPAs, we focus on equipping businesses with elevated customized tax solutions that do more than just meet standard filing compliance requirements. Our unique approach goes above and beyond merely utilizing tax data received and processed into a completed tax filing. We provide a client-focused full-service advisory experience. We offer three tiers of solution packages created to help strengthen your business’s financials and tax strategies. Start making informed and calculated decisions today that help benefit your bottom line.
Think Beyond Compliance: Tailored Tax Solutions for Business Success
advanced Package
Streamlined Tax Solutions for Business Confidence
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Our dedicated team, specializing in business taxation, meticulously reviews your business's financial activities and takes the time to understand the unique aspects of your business. This personalized approach guarantees that all your questions are thoughtfully addressed during the tax preparation process, ensuring a tailored experience.
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We proactively seek out potential tax-saving opportunities for your business, ensuring these strategies are effectively implemented during the tax preparation process.
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We ensure a smooth transition of your business tax information to your individual tax filings. This integrated approach not only guarantees accuracy across both filings but also leverages tax-saving opportunities, maximizing benefits in both your business and personal tax situations.
ESSENTIAL Package
Proactive Strategy for Superior Business Tax Results
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This package includes all the foundational services of the ESSENTIAL package, ensuring expert business and individual tax team support, along with meticulous tax filing.
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Take advantage of a comprehensive 1-hour discussion with a CPA, specifically tailored to your business's tax situation, objectives, and concerns. This in-depth session is geared towards providing you with clarity and strategic direction for your tax affairs.
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The cornerstone of our service, where we believe our true value as your tax preparer shines. Engage in an annual strategic planning session aimed at identifying ways to reduce your tax burden. More than just a planning exercise, this meeting is an educational journey, designed to empower you as a business owner. It addresses all your tax queries while simultaneously focusing on tax-saving strategies for both your business and personal finances.
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Our service excels in seamlessly integrating your business tax data with your individual tax filings. This strategic approach does more than ensure accuracy across filings; it actively identifies and capitalizes on tax-saving opportunities. By aligning your business and personal tax strategies, we aim to optimize benefits in every aspect of your tax situation, demonstrating our commitment to comprehensive, strategic tax planning.
premier Package
Comprehensive Business Strategy Guidance for Optimal Impact
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This package builds upon the ADVANCED level, incorporating all its features and benefits. It is further enhanced with semi-annual strategic tax planning meetings for your business. These sessions are crucial for reviewing and fine-tuning strategies mid-year, ensuring that your business's strategic objectives align with and adapt to actual business outcomes.
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Utilize our comprehensive 1-hour consultation with a CPA, custom-tailored to your business's specific tax needs, goals, and challenges. This session is dedicated to providing clarity and strategic direction, ensuring your tax affairs are perfectly aligned with your business objectives.
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Engage in a 1-hour workshop focusing on your business's growth strategies in relation to your existing systems, operational data, and performance reporting. This session is designed to assess where your business currently stands ("what got you here") and to identify opportunities for leveraging your existing tools or integrating new solutions to achieve your strategic goals ("get you there"). Following this workshop, we can discuss taking the next steps with our data analyst specialists offering advanced support to implement any necessary improvements for your business's continued success.
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Benefit from uninterrupted access to your dedicated business and individual tax team throughout the year. Our commitment to being fully engaged with your business's strategic journey means your inquiries and concerns are promptly addressed.
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Should your business face a tax audit, our expert consulting and representation will be at your disposal, guiding you through the process and aiming for the best possible outcome.
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Receive swift and efficient assistance in handling any business tax-related notices from the IRS or state agencies. Our comprehensive support is designed to minimize stress and disruption, resolving issues effectively.
Find the package that is right for you.
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The Essential package is perfect for business owners who want a dependable and meticulous service approach to tax preparation that goes beyond typical basic tax preparation. This package is for those that value a personalized customer service experience and that has access to a dedicated tax team that will do a deep dive into the intricacies of their business and financial activity. Clients who would benefit most from this package want to be proactive with finding tax-savings opportunities and need comprehensive business tax preparation and filing services that will meet federal and state requirements.
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The Advanced package is geared towards business owners that want a proactive and strategic approach to tax planning and preparation. These clients are those that want to engage in a annual personalized consultation with a CPA to gain an understanding of their financials and want to prepare a customized tax plan that fits their own unique goals and needs. The Advanced package is intended for businesses ready to invest in a more comprehensive tax service that will deliver accurate tax filings between their business and individual returns, with the goal of helping create a tax strategy designed uniquely for them.
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The Premier package is built for business owners who want a comprehensive and strategic approach to their entire business tax planning and preparation. This client wants semi-annual consultations that will be in-depth and include a discovery workshop to help ensure that the tax strategies align throughout the year with their business goals and changing landscape.