Individuals

BWTP P.C. provides income tax and financial planning, estate services, retirement planning, gifting and wealth planning assistance to thousands of individuals, including young, working couples; through-out building their careers and wealth and planning for retirement; and retired couples focused on gift and estate planning. Many of these individuals are the owners or former owners of businesses, which also rely on BWTP for success.

Together with Mason Road Wealth Advisors, LLC, BWTP P.C. offers a wide variety of financial advisory services that address your needs as you transition through life.

  • Tax planning & projections
  • Succession planning
  • Wealth building services
  • Investment advisory services – Mason Road Wealth Advisors, LLC
  • Retirement planning
  • Gift planning
  • Business valuations for gifts
  • Education expense planning
  • Estate planning
  • Preparation of returns for income tax, trusts, gifts & estates
  • Representation before the IRS
  • Preparation of personal financial statements
  • Financial settlements in separation & divorce