Bridgewater Tax and Financial Consulting is a leading choice for small businesses, investors, and other individuals seeking comprehensive, customer-focused services that propel them toward success.
JUPITER, Fla., Oct. 23, 2024 (Globe Newswire) —
Located in the charming waterfront community of Jupiter, Florida, Bridgewater Tax and Financial Consulting is a trusted guide for small businesses, high net worth investors, and trust and real estate clients to achieve financial success. Under the leadership of founder John Adams, CPA, clients receive one-on-one support in navigating the complexities of tax law, helping them overcome existing challenges and explore future opportunities.
Bridgewater Tax and Financial Consulting takes a novel approach to financial advisory, providing clients with the guidance they need to improve their tax strategies in line with their long-term goals. But the company does more than just help clients achieve financial compliance and tax savings. We build partnerships based on mutual trust and a commitment to excellence.
John Adams, a college professor and certified public accountant, was inspired to found Bridgewater Tax and Financial Consulting after witnessing a significant decline in the number of accounting and finance students. It was clear that young people needed mentors to start their learning journey. John also believed that the establishment of the company would provide more opportunities for students to gain practical experience in the industry.
John became an accountant at the age of 19. His first job provided him with important principles and culture that shaped his view of financial services. This role served as a stepping stone to executive positions ranging from city-wide accounting manager to chief financial officer of a prominent nonprofit organization. The experience I gained from these roles, combined with my interactions with students, helped me recognize the need for the accounting profession to better respond to the needs of our clients.
“Accountants should do more than crunch numbers. They should help you become more efficient and effective by providing insightful strategies and resources. Staying proactive is some of the best steps to making these outcomes possible,” says John.
Bridgewater Tax and Financial Consulting is built on these client-centric characteristics. The company is characterized by a personal touch in handling accounts and dealing with customers. Bridgewater has many customers. These are evaluated and considered at every financial stage to ensure that a company’s actions are aligned with its long-term vision.
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Bridgewater Tax and Financial Consulting offers a comprehensive suite of services, from tax preparation and advisory to split CFO support and monthly bookkeeping. Our firm leverages decades of expertise to ensure accuracy, compliance, and client satisfaction in an ever-changing tax environment. Bridgewater Tax and Financial Consulting specializes in helping clients find the right solutions to suit their personal or business priorities.
The firm specializes in serving the unique needs of small and medium-sized businesses, high-net-worth investors, and executors and beneficiaries of trusts and estates. Across these areas, Bridgewater provides practical support that goes beyond reporting. AICPA and NATCP members perform sophisticated tax strategies, including annual comparative analysis and ad hoc advice, depending on a client’s immediate concerns. Customers can talk to Bridgewater about everything from entity selection to expense tracking and financial analysis. The company thoroughly examines the complexities of its customers’ finances, uncovering avenues for greater efficiency and cost savings with the goal of improving overall financial health.
At Bridgewater Tax and Financial Consulting, our core philosophy is service. The company goes the extra mile to provide customers with the opportunity to learn which services best fit their financial goals. These learning opportunities create a solid foundation for future success.
media contact
Name: John Adams
Email: johnadamstax@gmail.com
