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    Tax Services

    Navigate through complex landscapes with expert business tax planning and prep
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    BGW serves clients in Charlotte, NC, and across the country with business tax services, successfully navigating them through an increasingly complex tax landscape while maximizing profitability.

    Our CPA firm in Charlotte has extensive knowledge of federal, state, and local tax laws, along with industry-specific knowledge. We ensure our clients save money, make money, stay out of trouble®, and have fun.

    Our expertise:

    Our team draws on over 35 years of experience to deliver clients the innovative solutions they need to stay compliant with tax laws while driving revenue.

    With a well-thought-out tax plan, you don’t just get bigger tax deductions. Smart tax planning involves coming up with strategies and methods to legally lower your tax burden while also bringing you closer to your goals.

    Our goal is simple: to proactively help you arrange all your financial affairs–personal and business–to minimize your taxes. That’s where we leave other CPAs behind. That’s how we make a difference in our clients’ lives and businesses.

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    How Our Charlotte-Based Business Tax Services Help You

    Accuracy

    Businesses have numerous accounts, transactions, and statements, and it can be difficult to keep track of them. With our CPA team on your side, your documents will be systematically organized for more efficiency and accuracy. 

    Minimize Litigation

    Our tax preparation services leverage legal methods to minimize your tax liability. This means even as you’re saving money, you’re also decreasing friction between your business and collectors and avoiding tax disputes.

    Adapt to Changing Tax Laws

    The tax system is filled with many complicated guidelines and is constantly subject to change. We understand the complexities and are constantly on the lookout for any tax code updates so you’re always legally compliant.

    Reallocate Funds

    By maximizing your tax deductions, we free up more of your funds, allowing you to reallocate them towards income-generating plans. We don’t just help you save money, we accelerate your business’s growth.

    Get in touch with us today by filling out our contact form.

    Solutions

    In addition to providing superior tax compliance and planning services, we keep our clients apprised of up-to-date tax legislation, ideas, and planning opportunities that have the potential to impact their personal and business returns.

     

    Annual Tax Planning

    “What If” Scenario Planning with Tax Law Changes

    Estate and Gift Tax Planning

    Tax Planning Around Major Transactions (e.g. company sale, major purchase)

    Nonprofit Tax Issues

    Qualified Business Income

    Bonus Depreciation

    Section 179

    Issues before the United States Supreme Court

    Opportunity Zones

    Our Proven Process

    Our tax preparation services in Charlotte, NC use a Proven Process designed to ensure that we’re intimately involved in your business and addressing important topics throughout the calendar year through both direct, one-on-one meetings with you or at one of our educational events.

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    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. Each year that you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.

    See our full process
    01

    Let's get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    01

    Let's get to know each other

    In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.

    02

    Business Lifecycle & Gap Assessment

    Here’s where get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization, to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.

    03

    Customized Service Package

    Each individual and business is unique, so we carefully select our approach and the members of your service team with great care. Each year that you’re a client, we’ll revisit your service plan with you, determine next steps, completion dates, and how we’ll communicate everything to you. As your business evolves, our plan will, too.

    See our full process

    We deliver value through our proven process. We differentiate ourselves by listening to you & helping you achieve your vision. Typical? No. Good for your business? You bet.

    Get in touch

    The reason we do what we do For our amazing clients

    star

    4.7/5
    Success Rating

    Current satisfaction score based on annual, anonymous client survey

    SUCCESS STORIES

    “They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

    Andy Hilliard - Accelerance
    SUCCESS STORIES

    “We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars.”

    Nicole Bonesteel - HeartBright Foundation
    SUCCESS STORIES

    “The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

    Anonymous -

    “In-depth knowledge and overall great people; an incredible asset to our company.”

    Bill Worsley - President at Holliday Homes
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    Our people are the nucleous

    MAIN-People

    Our people are the nucleus

    We don’t think of them as employees. They’re innovators. They’re our family.

    Inside our ranks you’ll find 39 tax and attest experts, 20 Certified Public Accountants, one in-house tax attorney, one Certified Valuation Analyst, a team of wealth planners, bookkeepers, M&A experts, and more.  Whatever the financial needs of your business, the BGW team can solve them.

    What’s more, each and every one of our leadership team members has either started, run, sold, or turned around a business. We understand life in the trenches of business ownership because we’ve been there. That gives us a very different perspective and approach than traditional accounting firms. We just think differently. 

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