Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.

You get one-on-one guidance that helps manage risk and improve performance.

QuickBooks is the ideal business accounting software for small to mid-sized business owners.

We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

Bridgewater is a full service CPA firm serving Marin County, San Francisco and the Bay Area. Our accountants are proud to offer solutions that will build value in your business while easing your financial worry. We support businesses, their owners, as well as individual tax clients. With our firm, you'll find a unique blend of personal one-on-one service, sound accounting advice and technological expertise. As your trusted advisor, we take care of the financial details so you can focus on running your business.

As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company's day-to-day operations, or generating new ideas, you don't have much time left over to deal with the financial side of your business. Even if your cash flow is good, are you sure you're maximizing your profits? Are you paying estimated taxes on time? Are you complying with federal and state payroll or sales and use tax?

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes. Our experienced team of professionals continuously look for ways to reduce your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you:

• Grow and preserve assets by keeping Uncle Sam out of your pockets.
• Defer income so you can keep your money now and pay less taxes later.
• Reduce taxes on your income so you keep more of what you make.
• Reduce taxes on your estate so your family keeps more of what you've made.
• Reduce taxes on your gifts so you can give more.
• Reduce taxes on your investments so you can grow your wealth faster.
• Reduce taxes on your retirement distributions so you can retire in style.

Here's just a few of the Tax Saving Strategies we use...

• Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
• Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Our specialists work with you throughout the year to develop a highly-personalized plan with tax saving strategies that are tailored to your situation.

We are diligent about remaining up to date on current and pending legislation that affects the business community and are committed to discovering all of the tax-saving opportunities available to you. We will minimize your tax burden and maximize your opportunities—while remaining in full compliance with IRS statutes.

Our goal is to make the tax process as convenient and pain-free as possible. That’s why we offer our clients 24/7 access to all of their tax information via a secure online account on our website. Simply log in to review tax and financial documents electronically and track the progress of e-filed returns.

We are also aware that nothing strikes fear in the taxpayer’s heart more than a notice from the Internal Revenue Service, which is why we also offer tax resolution services. In the event of a tax or payroll audit or in situations of delinquent tax assessments and levies, you have the peace of mind in knowing that your trusted advisor is there with the expertise required to resolve any situation.

With Bridgewater CPA's Tax Planning and Preparation - You'll See the Difference at Year End!

We provide business accounting services with your company’s financial well-being and future growth in mind. Our San Rafael CPA firm goes beyond run-of-the-mill business accounting, to offer the guidance and financial leadership that business owners need to succeed. Bridgewater Certified Public Accountants is your partner for personalized accounting assistance and high-level financial services. 

We help businesses build sound accounting practices, on which we can provide additional guidance for better organization, tax planning, and how to move forward successfully. As Certified QuickBooks Pro Advisors, we are equipped to utilize technology, whichever accounting software you use, and our years of expertise to your business’ advantage.

Our Principals, Sheri and Ryan Neuman, provide accurate and clear accounting as a solid foundation for our role as your company’s go-to accountants and financial controllers. Our business accounting services are fit the upper-level financial management needs that owners of growing businesses need. These services include:

• Business Planning – We work alongside you to help plan for your business’ future. Expert business planning helps to limit financial risk and allows you to make smarter decisions about where your company is headed next.
• Financial Controllership – Part of our mission as business accountants is providing cash flow management, review of financial information, and ensuring that our accounting aligns with and supports your tax plan, for a cohesive strategy. These services are part of the financial controllership role that we take on to support business clients with the highest-level of assistance.
• Financial Consulting – Does your business have a financial plan for the future? If not, our San Rafael business accountants offer financial consulting that includes advice and guidance on investments and upcoming tax years. With our accounting services and advice, you don’t have to fly blind into your financial future.

Our business accounting services are built on controller-level guidance and assistance for your company. By taking a high-level approach to accounting services, we are not simply crunching numbers or creating reports. We are able to offer the guidance and advice that your business needs to stay successful in changing times.

Financial controllers act as leaders who take on complex financial tasks for positive business progress. Our San Rafael CPAs are here to assist you in making sound financial decisions that pave the way for smart business moves and financial stability. Bridgewater Certified Public Accountants takes on the managerial level financial tasks that many small business owners are too busy to handle on their own. We utilize intelligent financial strategy and forward thinking decision-making to ensure that your company is running smoothly.

At Bridgewater Certified Public Accountants, our senior partners’ comprehensive experience in the financial industry allows us to perform more than simple bookkeeping services for your business. If you have questions about what customized accounting solutions and high-level business accounting can do for you, contact our San Rafael CPAs today for your consultation. 

Working Hours:

Monday

8:00AM - 6:00PM

Tuesday

8:00AM - 6:00PM

Wednesday

8:00AM - 6:00PM

Thursday

8:00AM - 6:00PM

Friday

8:00AM - 6:00PM

Location:

1299 Fourth Street, Suite 500

San Rafael, CA 94901

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