BW Tax Advisory Group LLC is an accountant in Greenville, SC. The firm operates as a CPA practice focused on helping individuals and small business owners identify problem areas, improve processes, and cut costs through proactive tax and financial planning. Services include federal and multi-state tax return preparation, where the team takes proactive measures to utilize credits and allowable deductions to mitigate tax liability. The firm also offers bookkeeping services and consulting to help set up accounts, automate processes, or troubleshoot issues. Payroll services are provided, including quarterly and annual tax filings at both federal and state levels. Additional support covers business lifecycle decisions, such as starting new ventures, converting business structures, or winding down operations, as well as handling notices from federal and state agencies. The firm also addresses other taxes for small businesses, merchants, and taxpayers in special industries.
Brendan, a key member of the team, has seven years of experience in public accounting, having worked at firms in Boston and SC. He specializes in tax preparation and planning for small businesses, high net worth individuals, and fiduciary taxation. His expertise extends to international taxation, non-profits, and business valuations. Brendan is a QuickBooks Pro Advisor and a graduate of The Citadel, class of 2010. He resides in Greenville with his wife and dog. The firm offers free consultations to review prior year tax returns and current year financials for planning opportunities. Client testimonials highlight Brendan’s ability to walk clients through the tax preparation process and guide business owners through tax changes as their companies grow.
BW Tax Advisory Group LLC stands among the strongest accountants in Greenville, SC, providing specialized tax and financial planning services for local individuals and small businesses.
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