BW Tax Advisory Group LLC

BW Tax Advisory Group LLC is a CPA firm in Greenville, SC, specializing in tax preparation, tax planning, and financial advisory services for individuals and small business owners. The firm assists clients with federal and multi-state tax returns, including those for individuals, corporations, partnerships, and fiduciaries. It offers comprehensive services such as tax planning, payroll processing, bookkeeping, business formation and dissolution, IRS notice resolution, and state and local tax compliance. With a focus on proactive financial planning, the firm helps clients identify problem areas, improve processes, and reduce tax liabilities. It serves clients across SC and is recognized for its expertise in areas like fiduciary taxation, non-profits, international tax, and business valuations. The firm maintains a strong reputation, supported by positive client feedback highlighting responsive and knowledgeable service.

The firm is led by Brendan Wonn, CPA, a licensed professional with seven years of public accounting experience, including work at firms in Boston and SC. He holds a degree from The Citadel and is a QuickBooks Pro Advisor, enabling the firm to provide hands-on bookkeeping support and system optimization. The team emphasizes personalized service, offering free consultations to review prior-year returns and current financials to uncover tax planning opportunities. Services are tailored to high net worth individuals, small business owners, and fiduciaries, with a particular emphasis on minimizing tax burdens through strategic planning, quarterly estimates, retirement and healthcare planning, and charitable gifting.

Located at 245 E Broad St. Suite B in Greenville, SC, the firm sits on a central street in the city’s downtown area. It is situated near the Greenville County Courthouse and the Greenville Public Library, both within a short walk, and is accessible from major city routes. The location places it in close proximity to key civic and administrative centers, enhancing accessibility for local clients.

BW Tax Advisory Group LLC ranks in the top 10% of its category, demonstrating strong local visibility and credibility. Its website is well-structured and thoroughly documented, with clear navigation and detailed service descriptions. The firm’s online presence is optimized for search engines, making it easy for clients to find through digital searches. This strong digital footprint supports its reputation as a reliable and accessible tax advisor.

As a trusted partner in financial planning, BW Tax Advisory Group LLC plays a vital role in helping Greenville’s small businesses and individuals navigate complex tax landscapes with confidence and clarity.

Services:

• Bookkeeping
• Business formation and dissolution
• Payroll
• Tax planning
• Tax preparation