Investment AdvisoryTax AdvisoryOutsourced CFO
Institutions & Businesses

Tax Advisory

World class institutional level service with the personal attention of a boutique

Tax Planning

Year round support to maximize net income and meet legal responsibilities.

Tax Preparation

State, federal, multi-state, year round filings & payments, detailed reporting.

IRS representation

Prepare for and represent your business with all tax authorities.

Decades of experience and service. 

With a staff of skilled CPAs with decades of collective experience, Bridgewater Wealth and Financial Management has been providing both tax advisory and accounting services to partnerships, corporations and nonprofit organizations for more than 20 years. We have a deep understanding of how tax authorities and regulatory bodies think and operate, and we put that knowledge to work for you.

Versatile and skilled, every detail is accounted for.  

The breadth and depth of our business and non-profit experience makes Bridgewater especially effective tax advisors, planners and preparers for organizations of every kind. Our familiarity with the most up to date tax laws combined with an in-depth understanding of your overall financial picture allows us to implement the most holistically beneficial strategies for your business’s financial health. We have extensive knowledge of state, federal and international tax compliance, and our tax professionals have more than 30 years experience filing multi-state returns for both individuals and institutions. 

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, enhancing our complementary financial service offerings. 

As part of our tax advisory services, we measure your overall financial performance, review and adjust your plan regularly, and report the tax implications. Our clients—located nationwide—tell us they appreciate the honest feedback, solid advice, detailed preparation and smart, objective strategic planning we provide. Contact Bridgewater today to learn more. 

Year-round Federal and State Planning
Federal and State Preparation
Tax Event Strategies
Local, State & International Consulting
State and Federal Compliance
Multi-State Returns
IRS and Tax Authority Representation
Payroll, Sales and Use Tax Reporting
Merger and Acquisition Planning
Partnerships and Corporations
Tax Exempt Entities