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Individuals & Families

Tax Advisory

Planning, preparation and representation integrated into your complete financial landscape.

Integration

Tax integration into financial landscape to maximize wealth retention.

Preparation

We specialize in unique tax & financial scenarios for clients nationwide.

Representation

Our team has vast experience with all taxing authorities.

An integral part of your financial landscape.

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.

We genuinely care about the Bridgewater client family. 

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 up-to-the-minute current with tax law, Bridgewater provides premium tax advisory services.

We integrate tax planning and preparation into your overall financial landscape. 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.

Tax Advisory Services

The excellent reputation of our tax advisory services dates back to Bridgewater Managing Partner Ron Rubin's public accounting firm, Rubin Kasnett and Associates, founded in 1987. A few years after founding Bridgewater Wealth in 1996,  he merged the two firms.

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 financial landscape, contact Bridgewater today.

Federal and State Planning
International Tax Matters
Tax Event Strategies
Business Planning
Trusts and Estates
Employee and Payroll
State and Federal Compliance
Multi-state tax matters
IRS and Tax Authority Representation