BP Financial LLC specializes in creating personalized tax planning strategies to help you achieve financial success and secure your future.
- Year-round tax planning to minimize liabilities
- Retirement planning strategies (e.g., IRA, 401(k), SEP)
- Investment tax planning (capital gains, dividends)
- Tax implications of major life events (e.g., marriage, divorce, home purchase)
- Strategic tax planning to optimize deductions and credits
- Employee benefit and retirement plan tax planning (e.g., SEP IRA, 401(k) for businesses)
- Planning for capital gains, R&D credits, and other specialized tax incentives