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Tax

Collaborative and committed to your business success, BFJ Financial Group works with you to learn about your organization, understand your goals, and uncover unexpected opportunities.

Explore our broad range of tax services. You’ll soon discover how we are ready to work with you to manage the risks and opportunities of the fast-changing world of tax. We offer a complete range of tax planning and preparation services to help individuals and businesses ensure their compliance with all the necessary tax filings and reduce the overall taxation allowed by law.

  • Tax Planning (Individual, Business, Merger and Acquisition, Estate and Gift Tax)
  • Tax Preparation (Federal, State & Local)
  • Corporation Tax Services (Including Income Tax Provisions)
  • Partnership Tax Services
  • LLC/LLP Tax Services
  • Estate and Trust Tax Services
  • Tax Controversy Services (IRS Audits, Tax Debt Resolution, Litigation Support, IRS Notices, etc.)
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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions(IMS) Platform programs and services offered through Avantax Advisory ServicesSM. All other investment management and financial planning services are offered through BFJ Wealth Management, LLC. BFJ Wealth Management, LLC is not affiliated with Avantax Investment ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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