Tax integration designed to maximize wealth retention.
We specialize in unique tax & financial scenarios for clients nationwide.
Our team has vast experience with all taxing authorities.
Backed by decades of experience, the depth and breadth of our CPAs’ tax advisory experience gives our clients an invaluable edge in managing their overall tax picture. With Bridgewater, you have the security of knowing you are maximizing your net income, optimizing the value of your investments, and meeting your legal responsibilities.
Our team is accessible, reliable and responsive, not to mention friendly and compassionate. With well over a hundred years of collective experience and an unwavering dedication to stay current with ever-changing tax law, Bridgewater provides premium tax advisory services.
We integrate tax planning and preparation into your overall financial plan. Our tax professionals work with our in-house investment, planning and financial management teams to create and execute customized plans. We can also collaborate and coordinate with your existing financial professionals.
The excellent reputation of our tax advisory services dates back to 1987 when Bridgewater's CEO, Ron Rubin, founded his public accounting firm, Rubin Kasnett and Associates. The two firms merged a few years after founding Bridgewater Wealth in 1996.
As part of our tax advisory services, we measure your overall financial performance, review and adjust your plan regularly, and report the tax implications. We have clients all over the U.S. and can handle your taxes no matter where you live. To integrate your tax strategy into your overall financial plan, contact Bridgewater today.