BB Tax & Advisory
A FULL SERVICE BOOKKEEPING, ACCOUNTING AND FINANCIAL ADVISORY FIRM
Individual Tax Prep & Resolution
Accounting &
Business Services
Financial Advisory Services
Insurance
Services
A Fresh Perspective on Investment.
We specialize in the complex needs of small businesses owners and middle-class families looking to get ahead. Taxes are some of the largest expenses we face throughout our lifetime. Our passion for helping our clients resolve their outstanding tax issues, minimize their upcoming tax bills, and invest for their future.
Working with separate financial professionals (Bookkeepers/Tax Accountants/Financial advisors) contains no strategy – it only creates a collection of different financial products that don’t complement each other. That is precisely why, we take a team-based approach. We don’t just recommend products; we develop a strategy. Up until now, most of these services were out of reach to the middle class & predominantly available only to the wealthy. We focus on the middle-class market because we feel they are most in need of the services we provide. A single source for all your bookkeeping, accounting, tax, insurance, & financial needs provides you with a trusted resource that can lookout for you on all sides of the financial equation.
Accounting & Tax Advice
Our accounting services can help you get a firm understanding of how your business is performing. Good accounting records are the foundation to developing a plan to save on your taxes. We also provide an outsourced solution for clients that are looking to scale and grow their business.
Insurance Advice
We help our clients select the insurance products that best serve their needs. We don’t just peddle products: we develop a strategy to help meet your financial goals.