BBH Tax helps clients like you manage risk and stay in compliance, while meeting goals and planning for the future.
BBH Tax is forward thinking.
We offer modern, virtual tax services that are goal-oriented with a focused approach. We care about the big picture and how that impacts your goals and your future.
BBH Tax is hands-on.
Our advisory services are built-in to everything we do; we wouldn’t be doing our job if all we did was balance the books. We analyze the data and provide advice that helps our clients make informed decisions about their earnings and wealth.
BBH Tax is relationship-based.
We are warm, empathetic humans who truly care about our clients’ personal situations and unique needs. It’s more than your financials, it’s about relationships and partnerships…and the occasional accounting joke. ;)
Services
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Individual Services
Tax Planning and Research
Individual Tax Return Preparation
Quarterly Estimate Preparation
Retirement Planning
Foreign Reporting and Compliance
IRS and FTB Representation
Sole Proprietor and Single Member LLC Filings
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Business Services
Business Consultation, Analysis, and Guidance
Tax Planning and Research
Tax Preparation Services for Corporations, Partnerships, LLCs, and Sole Proprietors
Financial Statement Preparation (We do not perform compilations, reviews, or audits)
Accounting and QuickBooks Expertise
Business Formation Planning
Business Property Tax Filings
Sales and Use Tax Filings
1099 Reporting
IRS and FTB Representation
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Trust, Estate, and Gift Tax Services
Tax Planning and Research
Tax Preparation
Trust Accounting
IRS and FTB Representation
FAQs
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Complicated is not new to us. We promise to let you know if further research is needed on a given issue or if we should consult with a specialist.
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People get behind sometimes. It happens. We promise to help you figure out the path forward so that we can get you caught up. If prior errors are found, we will discuss with you options and implications for fixing those errors. Sometimes the result is a tax refund.
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Not everyone needs a CPA. We’re here if you need help with complexity, want support or planning, have questions, or just don’t want to spend the time.
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Sometimes you talk to your accountant the most during the busiest time of year. We promise that even when things are hectic, we will respond to your calls and e-mails and let you know what is going on.
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We love the opportunity to talk to our clients year-round as questions arise, or if legislation is passed that will impact them, or for tax planning. We promise to be available year-round for our clients.
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Mistakes can happen. We promise to be accountable to our errors and do what it takes to fix them.