Strategic Tax Planning for Business Owners

We built our Proven Process based on what privately held businesses and their owners want.

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Tax Planning for Business Owners

You likely are reading this because you want something MORE than you are getting from your current accounting firm, like:

  • More responsiveness
  • More proactive, strategic advice
  • More money in your pocket (and less in Uncle Sam’s)
  • More relational (and less transactional)

If you can relate, read on.

We know we’re not the cheapest on the block and we know we aren’t for everyone, so we try to get to the point as quickly as possible to see if we are the right fit for both your team and ours.

Once we’ve had a brief discovery conversation, if we determine we’re not the right fit for each other, we’ll make a warm referral to a firm that might be a better fit for you.

If we are a potential fit for each other, here are the next steps of our process:

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1. You’ll receive an email summarizing our conversation, along with a secure link to upload key documents—like the past two years of tax returns for the business and its owners, recent financial statements, and anything else we’ll need to evaluate potential tax strategies and savings. Once we’ve reviewed everything, we’ll define the scope and provide exact pricing.

2. Once one of our tax strategists complete your insights analysis and we’ve locked in pricing, we’ll schedule an insights meeting to walk you through our findings. We often uncover opportunities your previous firm missed—sometimes worth several times our fee (yes, even into the millions).

3. Provided we get your green light to proceed (we have a 90%+ close rate at this point), you’ll receive a detailed HubSpot quote via email requiring your e-signature.

4. Once the e-signature’s in, the magic starts.

You’ll get a welcome packet, and we’ll schedule a one-hour onboarding meeting to introduce you to your BGW team. It’s our chance to hear more of your story—your goals, pain points, and what success looks like to you. You’ll know exactly who to call for what, and we’ll know who to call on your end, too. 

5. Depending on your scope and timing, our team will hit the ground running—kicking off with any additional document requests and lining up key meetings to keep things moving throughout the year.

We’re all about building long-term relationships as we deliver a solid ROI for you. Short-term transactions? We’ll let our competitors chase those.

If this is what you are seeking, let’s see if we’re a fit!

General Concerns – Everyone Has These

“I’m a start up, I don’t know what I’m doing”
“I’ve been in business for a few years, but really need to make more money”
“I’ve hit a road block and I would like to grow more”
“The business is great, but I have no life”
“I’d like to start winding down"

Accounting Firm Specific

“Am I doing everything I can do to lower my tax bill?”
“I don’t want to be surprised at the last minute with a big tax liability, and I want to know that I’m staying legal.”
“My business is unique. Are you going to get to know me—and do you know my industry?”
“I really need my banking relationship and access to credit. Are they going to be able to count on your work?”
“I’m small, but I want to grow. Am I too small to work with you now?"
“I’ve outgrown my existing accounting firm. How will I know I won’t outgrow you?"
“Am I ever going to hear from you? Every other firm goes radio silent."
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What exactly makes BGW Different, Diverse, Atypical, Awesome?

It’s our people. We’re businesspeople first, accountants second. We love our jobs, and we have fun doing them. And it’s our processes, which we build around the main reasons other accounting firms get fired.

We’ll be honest with you: We’re not for everyone. In fact, if you can positively affirm the following about your current accounting firm, you should probably stay right where you are:

  • My accounting firm cares if I’m successful. It looks out for me and brings ideas to the table that help me make money, save money, and stay out of trouble.
  • My accounting firm gets me, my goals and what I’m trying to accomplish, my company, and my industry. They’ve been in business before just like me.
  • My accounting firm is there for me -- responsive to calls and emails -- and is approachable (even firm partners talk to me), answering each of my questions without secretly racking up charges like an attorney and surprising me with a bill.
  • I don’t get surprised by tax bills, and I pay my accounting firm less in fees than I receive in value.

Again, if that sounds like your accounting firm, by all means, stay put. But, if it doesn’t, let’s talk.

Anything But Typical®?

Tired of Typical?

Is your current accounting firm just “okay?”

It doesn’t have to be this way.

Stay connected.

We have a pretty great podcast & insights that dig into issues you really care about.