Personal

Whether you are preparing your taxes, considering a 529 college plan, or planning how to manage your estate, you need someone you can trust by your side.

Through sound planning and money-saving strategies, BDC can help you efficiently manage your current finances while designing and implementing a sound plan for your future. Their services include:

  • Accounting
  • Comprehensive financial analysis and planning
  • Debt reduction planning
  • Elder care budget and accounting management
  • Estate planning
  • Federal and state income tax planning and preparation
  • Investment, retirement, and college savings plans
  • Internal Revenue Service audits and inquiries
  • Real estate investment consulting