A full range of services for you, your family and your business.
As your financial guardian, BBJS is dedicated to helping you achieve your financial goals by providing an unsurpassed level of personal service.
Business Services
Growing your business is your priority, and helping you guard what you've grown is ours. For half a century, we have helped our clients improve by giving them the tools they need.
- Audits, reviews & compilations
- Tax compliance – local, state, federal, international
- Tax planning
- Consulting
- Internal control analysis and design
- Cash flow & budgeting analysis and forecasting
- Inventory management support
- LIFO implementation and support
- Contractual compliance and reporting
- Corporate finance
- Cost segregation study support
- Payroll services
- Mergers and acquisitions
- Succession planning
- Management advisory services - Incentive compensation design and implementation
- Strategic planning
Trust and Estates
Creating, managing and preserving wealth is a top priority for our clients. BBJS will work with you to develop strategies for transferring your assets and minimizing estate tax.
- Trust planning & implementation
- Estate & trust tax preparation
- Estate planning
- Personal financial planning
- Retirement Planning
- Gifting strategies
Individual services
BBJS will guide you through the complex tax process to help you minimize tax impact and maximize tax savings, which gives you more money to invest.
- Individual tax planning
- Individual federal tax
- Foreign taxation
- State and local compliance
- Strategies
Financial Planning and Wealth Management
BBJS Financial Advisors, LLC is a separately owned and managed firm that caters to the wealth management needs of successful individuals and foundations. Whether you are in the process of building wealth, preserving it or distributing it, our advisors help to build comprehensive financial plans and manage client portfolios. For more information about the services they provide please visit their website at
www.bbjsadvisors.com .
- Comprehensive financial plans
- Customized investment portfolios
- Stock option and restricted stock planning
- Independent insurance analysis
- Portfolio review and analysis
- Education planning
- Retirement and withdrawal strategies
