Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

College Planning
Elder Care Planning
Estate Planning
Insurance Planning

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Establishing a Roth IRA for Your Children: Why It’s a Great Investment

As a parent, you want to ensure that your children have a bright future. You work hard to provide for your family and want your children to have every opportunity to succeed. One way to help secure their financial future is to establish a Roth IRA for them as soon as...
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Understanding the Process of IRS Tax Levies and How BFG Tax Help Can Protect You

The Internal Revenue System (IRS) has the power to seek financial restitution by taking possession of a taxpayer's assets through tax levies. This means that the IRS may seize your bank account, car, or other property without your permission or court order. IRS tax...
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September 2023 Volume 9 | From BFG Tax Central

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Don’t Forget! Extended Returns are Due Soon!

It's that time of year again when businesses and individuals alike are scrambling to meet the extended tax return deadline. This year S-Corps and Partnership businesses due by September 15th, individuals and C-Corp businesses due by October 15th, and organizations due...
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Understanding Cash Flow Management

Cash flow management is a crucial component of running a successful business. Many entrepreneurs, especially those who are just starting, tend to focus only on profit and loss statements, neglecting the importance of cash flow management. In this post, we will explain...
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August 2023 Volume 8 | From BFG Tax Central

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How Bookkeeping Can Help You Grow Your Business: A Comprehensive Guide

As a business owner, you have a lot on your plate. Managing finances is a crucial element of running a business, but it’s often daunting and overwhelming. Bookkeeping is a critical aspect of financial management and can play a vital role in driving growth. In this...
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Strategic Business Coaching: How BFG Tax Help Can Help Boost Your Business

As a business owner, you probably wear many hats and juggle many tasks on a daily basis. This can often leave you feeling overwhelmed, stressed, and unsure about the best course of action for your business. That’s where strategic business coaching comes in. By...
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July 2023 Volume 7 | From BFG Tax Central

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Why Turn to BFG Tax Help for Your Payroll Services

As a small business owner, you face various challenges, but none compares to managing your finances. Your success mostly depends on how well you manage your cash flow, maintain good financial records, and ensure your taxes are up to date. One of the fundamental...
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How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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