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Services

A deliberately short list

We do four things, and we keep the list short on purpose.

Tax Planning

Returns record decisions you already made

We would rather be in the room for the decisions. Planning work happens in the third and fourth quarter, when a choice can still change the outcome.

For businesses

Entity selection and restructuring, reasonable compensation, fixed asset and depreciation strategy, accountable plans, retirement plan design.

For individuals

Quarterly projections and safe harbors, equity compensation, charitable timing, retirement distribution sequencing, residency planning.

A navy BSW coffee mug, a navy leather BSW notebook, a Sharp printing calculator, and a printed 2026 year end planning checklist with a pen, on a dark wood desk.

Tax Preparation

Filed on time, reviewed by a partner

Federal, state, and local returns for individuals and closely held entities. Every return that leaves this office has been read by a partner, and we tell you what changed and why.

  • Individuals
    Form 1040 with rentals, K-1s, equity compensation, and multi-state filings.
  • Partnerships & LLCs
    Form 1065, capital account maintenance, and K-1s that arrive before the deadline.
  • S corporations
    Form 1120-S, basis tracking, and reasonable compensation support.
  • C corporations
    Form 1120, along with the owner return read beside it.
A 1040 tax return cover sheet marked with the BSW logo and a Partner Reviewed stamp, held by a gold binder clip, with a pen, a navy ink stamp, a navy leather binder labeled Tax Year 2026 Client Returns, and a navy BSW envelope, on a dark wood desk.

Bookkeeping

Books kept by the people who will file the return

Most bookkeeping problems only surface in March, when they are expensive. Keeping the books in the same office that prepares the return means they surface in the month they happen.

Monthly close

Bank, credit card, and balance sheet accounts reconciled and closed on a set date each month.

Reporting you can use

A monthly package with commentary, not a raw profit-and-loss export.

Software

QuickBooks Online setup, cleanup, and the app stack around it.

Compliance oversight

Sales tax filings reviewed before they go out, not after a notice arrives; payroll referred to a trusted outside provider.

A BSW receipt printer with a printed receipt, a tray of papers, and a tablet showing a BSW Monthly Financial Package with profit and loss, balance sheet, cash flow summary, bank reconciliations, and monthly close status.

Cost Segregation

Our most specialized service

Detailed studies for property owners, coordinated by the same firm that prepares the return the deduction lands on. New acquisitions, ground-up construction, renovations, and retroactive studies on property you have owned for years.

See the Full Detail Client Intake Form

5 & 7 year

§1245 personal property: finishes, fixtures, dedicated systems.

15 year

Land improvements: paving, site lighting, landscaping.

Retroactive

Form 3115 and a §481(a) catch-up, with no amended returns.

Audit-ready

Documented to the IRS Audit Techniques Guide, with audit support included.

Industries

Where we spend most of our time

Individuals & families

From a simple W-2 and brokerage return to the personal return that sits beside a business one.

Real estate

Owners and partnerships, cost segregation, 1031 exchanges, short-term rentals, self-storage, and passive activity rules.

Professional services

Owner compensation, entity structure, and cash-basis timing.

Construction & trades

Job costing, equipment planning, and work-in-progress reporting.

Restaurants & retail

Leasehold improvements, tip reporting, and multi-location consolidation.

Healthcare practices

Practice buy-ins, provider compensation, and build-out depreciation.

Questions

Before you call

How do you price your work?
Our work is quoted as a fixed fee or on a billable scope of work, agreed in the engagement letter before we begin. Bookkeeping is a monthly fee. Cost segregation is a fixed fee quoted after a client intake form.
Do you perform audits, reviews, or compilations?
No. We do not provide attest services. If your lender or a grant requires audited or reviewed financial statements, we will read the requirement with you (lenders often ask for more assurance than the covenant actually demands), get your records in order, and refer you to a firm we trust while staying on as your tax and accounting team.
Do you offer valuation or IRS representation?
Not valuation. We are focused on tax planning, tax preparation, bookkeeping, and cost segregation, and we would rather refer valuation work out than offer it thinly. We do provide IRS representation on any return we prepared. If you receive a notice on a return we filed, we will represent you and work it to resolution.
Can you work with clients outside your state?
Yes. We serve clients across the country through our secure portal and video meetings, subject to the practice mobility rules of each state. Multi-state filing and cost segregation both travel well.
Will I work with a partner?
Always. There are three of us, and one of us owns your relationship from the first call through the final review.
What do you need to get started?
To quote an engagement, usually your two most recent tax returns, your current financial statements, and your organizing documents. For a cost segregation analysis, a completed client intake form.

Next Step

Not sure which one you need?

That is a perfectly good reason to reach out. Tell us the situation and we will point you to the right answer, even when the right answer is not us.

Schedule a Consultation