When it comes to successful tax planning and compliance, trust matters. That’s why we take an in-depth approach to understanding your business from every angle. Our tax experts help to ensure the accuracy of your financial statements and create solid tax strategies tailored to your unique needs. We offer best in class solutions to optimize profitability, improve relationships with financial lenders, and minimize your tax burden year after year. We don’t believe in one-size-fits-all. We get to know you, your business, and your industry to guide you through the process and help build a sound financial future.
Innovative and robust tax planning is the first step toward mitigating risk and maximizing the profitability of your business. Our tax experts stay apprised of the latest legislation, regulations, and statutory requirements to help you navigate the complexities of the ever-changing tax landscape. Our services include:
As an entrepreneur or business owner, it’s important to understand the confluence of your business and personal tax goals relative to your overall financial well-being. We provide personal tax preparation and consulting services to existing clients to help them realize their short- and long-term objectives. As your trusted advisors, we offer a mix of expertise to help you identify and prioritize goals while addressing your unique challenges. Our services include:
Creating a secure financial future for your loved ones requires foresight, knowledge, and planning. Our experienced tax specialists work closely with you and your fiduciary representatives to determine the best course of action to protect your estate and develop a strategic transfer of wealth to your beneficiaries. We specialize in estate and wealth transfer and will create a customized plan based on your short- and long-term goals. Our services include:
For most companies, state and local taxes represent the bulk of their overall tax burden. We help you navigate the complexities of multi-state tax rules and develop strategies to take advantage of new laws and regulations. Our team advises on all tax-related issues including:
Tax requirements for multi-jurisdictional transactions can be complicated and are often misunderstood, which can lead to unnecessary exposure and liabilities. Our tax professionals can perform an in-depth analysis of your multi-state operation and advise on how to limit your tax burden. We can assist with:
Contact us for additional information or to schedule an appointment with one of our tax planning specialists.
Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.
BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, "Big fish in a small pond" type of feel, that we just wouldn't get from those same Big Name firms."
Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.
The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.
Your industry is unique, with its own set of challenges and requirements for success. That’s why a one-size-fits-all approach usually doesn’t work in today’s volatile economic environment.
Our expertise and tailored, hands-on services help leverage your core competencies and resources so your business stays on track every step of the way.
WHAT MAKES BWK DIFFERENT
Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.
We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.