01. Our Mission

To help provide financial peace of mind to our clients with customized tax, accounting, and financial planning strategies.

02. Our Vision

To assist our clients in accumulating, protecting, and transferring their wealth.

03. Our Values

Responsibility | Honesty | Achievement

Our Credo

BSG works to build security beyond the numbers through a collaborative advisory experience. Integrity and our client's interests are our highest mission.
Our Team is dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.
We are a family-focused team committed to fostering a culture of responsibility, and servant leadership. We'll start by getting to know you. You talk, we'll listen.


Our Guiding Principles

 


Clients Come First


Family Focused


Integrity ~ Responsibility


Servant Leadership

 

Dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.

Who We Are

We are a team of Certified Public Accountants and Financial Advisors providing individuals, families and small businesses with customized tax, accounting and financial planning strategies.  Our dedicated team of professionals delivers the complete package of holistic financial planning, accounting and tax advantaged investing to help you accumulate, protect and transfer your wealth in a tax efficient manner. 

Our Services

 

Tax Planning

  • Individual Tax Preparation and Planning
  • Business Consulting
  • Business Tax Preparation and Planning
  • New Business Acquisition
 

Small Business Accounting

  • Accounts/Receivable and Accounts/Payable
  • On-Site and Remote Payroll Service Available
  • Quickbooks Software Installation, Training, and Consulting
  •  QuickBooks ProAdvisor
 

Payroll Services

  • Check Processing Including Direct Deposit
  • On-site and Remote Payroll Services Available
  • Weekly, Bi-weekly, Semi-Monthly, Quarterly, and Annual Payroll Deposits, Reports, and Returns
 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing plans
  • Asset Allocation
 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Alternative Investments
  • Variable Annuities
 

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Schedule an appointment and speak with one of our financial professionals 

SCHEDULE NOW

Blog

Tax Flash