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Individual

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We provide a wide range of services for individuals including tax preparation and filing, personal financial planning and estate planning. We develop a financial plan customized to achieve your specific financial goals and objectives within the desired time frame. We will help you to retire with style, save tax dollar and minimize property transfer costs.

TAX PREPARATION AND FILING

BMDPC is dedicated to ensuring the current tax laws and new regulations are incorporated into your taxes. By attending frequent tax seminars and researching IRS tax updates, we regularly evaluate the best methods to pay the lowest possible amount of taxes allowable by law.Our service includes:

TAX PLANNING

At BMDPC, we believe that proactive tax planning is crucial to legally minimizing your tax liabilities. We go above and beyond tax return processing and proactively incorporate tax planning as part of your overall financial strategy. Further, our tax team frequently attends tax seminars and researches IRS tax updates to accomplish following goals:

FINANCIAL PLANNING AND CONSULTING

We are dedicated to developing a financial plan that aids in achieving your short- and long-term financial goals. BMDPC offers advice related to establishing a new business, cash flow planning, retirement savings, identifying and mitigating risk, estate and gift planning, charitable planning, education savings and planning for major expenditures.