Tax Season Started Yesterday 

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Discovering Tax Saving Opportunities

All too often, businesses ignore one of their biggest expenditures - their taxes. That’s why BW&O CPAs is offering business-specific solution packages that focus on helping you identify tax-saving measures you can benefit from throughout the year.

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.    

ESSENTIAL Package

Streamlined Tax Solutions for Business Confidence

Business Tax Team Expertise: 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.

Tax Savings Exploration: We proactively seek out potential tax-saving opportunities for your business, ensuring these strategies are effectively implemented during the tax preparation process.

Comprehensive Business Tax Preparation and Filing: Our commitment to accuracy and completeness extends to both Federal and State business tax filings, ensuring every detail is managed with precision.

Seamless Business-to-Individual Tax Integration: 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.

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ADVANCED Service

Proactive Strategy for Superior Business Tax Results

All STANDARD Package Features: This package includes all the foundational services of the STANDARD package, ensuring expert business and individual tax team support, along with meticulous tax filing.

Personalized Tax Consultation: 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.

Annual Tax Planning Meeting: 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.

Enhanced Business-Personal Tax Coordination: 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 Service

Comprehensive Business Strategy Guidance for Optimal Impact

All INTERMEDIATE Package Benefits: This package builds upon the INTERMEDIATE 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.

 In-Depth Personalized Tax Consultation: 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.

Systems, Data, & Reporting Discovery Workshop: 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.

Which package is right for you?

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

“More and more, clients are asking for help beyond the traditional services. These new packages are specifically designed to answer those needs.”

— Roger Beebout, CPA