What We Offer

Elevate Your Tax Experience with BJM Group

Transform the way you handle taxes with BJM Group’s premier Tax Planning and Preparation services. Embrace a strategic approach to tax management and bid farewell to the complexities and stress of tax season. At BJM Group, we don’t just manage your taxes; we optimize them to free up your valuable time for what truly matters to you.

Our comprehensive tax solutions cater to a wide array of clients, including individuals, families, trusts, estates, and businesses of various sizes and sectors. We pride ourselves on delivering personalized service that ensures your tax filings are meticulously prepared and aligned with your financial goals.

But our expertise doesn’t end with filing taxes. BJM Group is your all-encompassing partner for all tax-related matters. Whether you’re a partnership, LLC, corporation, non-profit organization, or community association, we’ve got you covered. Our suite of services extends to tax authority representation, tax consulting, sales tax management, and insightful tax analysis for business sales or acquisitions.

Choose BJM Group as your trusted ally for all your tax preparation and planning needs. Experience unparalleled peace of mind knowing that your taxes are in expert hands, allowing you to focus on what’s most important – your personal and professional aspirations.

Elevate Your Business with BJM Group’s Accounting and Consulting Mastery

Navigating the complexities of business ownership requires undivided focus and a dedication to your craft. At BJM Group, we understand that your time is your most valuable asset. That’s why we offer premier Business Accounting and Consulting services designed to streamline your operations, maximize your financial efficiency, and illuminate the path to your business’s success.

Our partnership goes beyond traditional accounting; we become an integral part of your team, offering insights and strategies that save you both time and money. With BJM Group, you gain a panoramic understanding of your business’s financial health, tax obligations, and cash flow dynamics, all while we expertly manage your financial documentation and backend operations.

We cater to businesses of every scale and complexity, offering a spectrum of services from monthly financial preparations, comprehensive accounting, and insightful reporting to strategic advisory services. Whether you need meticulous bookkeeping or the strategic foresight of CFO-level expertise, BJM Group is equipped to support and evolve with your business at every stage of its growth.

Choose BJM Group for an unparalleled business advisory experience that not only enhances your financial processes but also empowers you to focus on what you do best – leading your business to new heights.

Unlock Your Business Potential with Proactive Bookkeeping by BJM Group

In the bustling world of business ownership, where every day demands your full attention and energy, managing your financials can often fall by the wayside. Yet, the story of your business—its past, present, and future—is narrated through these very numbers. Grasping this narrative is crucial to laying down a solid foundation for your success.

BJM Group is here to transform your approach to bookkeeping, turning it from a task to be postponed into a powerful tool for business insight and growth. Our proactive bookkeeping services are tailored to meet the unique needs of your business, whether you’re navigating the early stages, in the midst of an aggressive expansion, or overcoming obstacles.

From setting up and tidying your books, managing your revenue and expenses, to providing proactive reporting, BJM Group is your partner in not just keeping track but staying ahead. Our reports will illuminate your path, helping you to gauge success and make pivotal decisions with confidence.

With BJM Group, you gain more than just bookkeeping services; you unlock a real-time understanding of your business’s financial health, equipped with the metrics and insights essential for growth and resilience.

Embrace the future of bookkeeping with BJM Group’s blend of innovation and over 50 years of proven experience. Let’s partner together to propel your business forward.

Streamline Your Community Association Management

Managing a community association comes with its own set of challenges and responsibilities, from ensuring compliance with financial regulations to maintaining a seamless operation. BJM Group specializes in alleviating the stress associated with these tasks, offering comprehensive tax, accounting, and auditing services tailored to the unique needs of condominiums, co-operatives, and homeowners associations (HOAs).

Our expertise is grounded in a deep understanding of the distinct financial landscapes of each type of community association. We’re not just service providers; we’re strategic partners committed to navigating the complexities of your association’s financial requirements with precision and care.

BJM Group offers a versatile suite of services designed to cater to your specific needs. Whether you require individual services such as meticulous tax preparation, detailed audits, and insightful reserve plan reviews, or you’re looking for full accounting packages that include board meeting representation, our goal is to craft the optimal financial strategy for your association.

Embrace a hassle-free approach to managing your community association with BJM Group’s dedicated support. Let us handle the intricacies of your financial obligations, so you can focus on what matters most—running a successful and harmonious community.

Elevate Your Financial Confidence with BJM Group’s Audit Services

In today’s complex financial landscape, achieving and maintaining trust in your financial statements is paramount. Whether your need for an audit stems from loan covenants, grant requirements, or a desire for greater assurance in your financials, BJM Group stands ready to meet your demands with unparalleled expertise and precision.

Our audit services are more than a mere regulatory compliance or routine checkup; they’re a comprehensive solution designed to affirm your financial health, and possibly unveil discrepancies ranging from minor inaccuracies to significant issues of theft or fraud. With BJM Group, you gain access to a team of audit experts who uphold the highest professional standards, ensuring an independent and objective assessment of your financial statements.

We understand that the audit process can be perceived as intrusive. Therefore, we’re committed to guiding you with a hands-on approach, aiming to make the experience as seamless and non-disruptive as possible. Our goal is to provide you with peace of mind, knowing that your financial statements accurately reflect your financial status.

Let BJM Group’s audit, financial reporting, and performance review services be the cornerstone of your financial strategy, instilling confidence among stakeholders and paving the way for your continued success.

Maximize Your Real Estate Investment Success

In the dynamic and often volatile world of real estate investment, strategic planning and expert guidance are crucial to navigating the market’s uncertainties. BJM Group stands as your ideal partner, dedicated to structuring your investments not just for the present challenges but also for achieving your future aspirations.

Our comprehensive services extend beyond mere financial advice; we offer in-depth expertise to support the development of entities and partnerships essential for acquiring and managing your real estate assets efficiently. With BJM Group, you’re equipped to make informed decisions on when to buy, sell, recognize losses, or capitalize on gains, ensuring your investments align with your long-term objectives.

We provide a full suite of accounting, tax, and advisory services tailored to the unique needs of real estate investors. From the initial stages of investment planning to the ongoing management and eventual divestment of assets, our team offers expert assistance every step of the way.

Partner with BJM Group to transform your real estate investment journey. Leverage our expertise to not only mitigate risks but also to seize opportunities, enhancing the value and profitability of your real estate portfolio.

Secure Your Future with BJM Group’s Financial Planning Services

The question of whether your finances will sustain you through retirement is a profound one, capturing the essence of financial security and peace of mind in later years. BJM Group stands as your impartial advisor in this journey, offering a comprehensive financial review and crafting a robust strategy to minimize risks and ensure your retirement funds flourish over time.

Effective retirement planning is not a one-size-fits-all formula; it is a personalized approach that begins now, regardless of your current life stage. Your investment strategy must adapt to changing circumstances and market conditions—a concept that may not always align with the interests of traditional stockbrokers.

At BJM Group, our commitment is to understand your unique needs and objectives to formulate the optimal retirement plan tailored just for you. Our focus is on delivering unbiased, expert advice without the conflict of interest inherent in selling financial products.

Embrace the opportunity to develop a retirement plan that evolves with you, guided by the expertise and personalized attention of BJM Group. Let us be your partner in navigating the path to financial security, enabling you to look forward to your retirement years with confidence and serenity.

Protect Your Legacy with Expert Estate and Trust Planning

At BJM Group, we understand that planning for the future is essential to safeguarding your assets and ensuring your wishes are honored. Our Estates and Trusts services provide comprehensive support in navigating the complexities of estate planning, ensuring that your legacy is preserved for generations to come.

Our Services Include:

• Estate Planning: We help you create a robust estate plan that aligns with your personal and financial goals. From drafting wills and trusts to setting up powers of attorney, we ensure every detail is carefully considered.
• Trust Administration: Managing a trust requires expertise and attention to detail. Our team offers full-service trust administration, handling everything from trustee duties to compliance with legal requirements.
• Wealth Transfer Strategies: We assist you in developing strategies to transfer wealth efficiently and tax-effectively, minimizing liabilities while maximizing the benefits to your heirs.
• Charitable Giving: If philanthropy is part of your legacy, we help you structure charitable gifts through your estate plan, maximizing the impact of your generosity.

Navigating the Complexities of International Taxation

In an increasingly globalized world, understanding and complying with foreign tax regulations is essential for individuals and businesses with international ties. BJM Group offers specialized Foreign Tax services to help you manage your global tax obligations with confidence and efficiency.

Our Services Include:

• International Tax Planning: We provide strategic tax planning to minimize your global tax liability while ensuring compliance with the tax laws of multiple jurisdictions.
• Foreign Income Reporting: Whether you have overseas investments, income from foreign sources, or are an expatriate, we assist in accurately reporting your foreign income to avoid penalties and optimize your tax situation.
• Cross-Border Transactions: Our team offers expert advice on the tax implications of cross-border transactions, helping you navigate the complexities of international business dealings and ensuring compliance with both local and foreign regulations.
• Tax Treaty Analysis: We analyze tax treaties between countries to help you take advantage of benefits such as reduced withholding tax rates, ensuring you don’t pay more than necessary.
• Expatriate Tax Services: For individuals living or working abroad, we offer comprehensive tax services, including planning, preparation, and filing, ensuring that you meet your tax obligations both at home and abroad.
• Foreign Tax Credits: We assist in maximizing foreign tax credits, helping you avoid double taxation and optimize your overall tax position.

Streamline Your Payroll Process with Comprehensive Solutions

Managing payroll can be a complex and time-consuming task, but it’s crucial to the smooth operation of your business. BJM Group’s Payroll services are designed to take the hassle out of payroll management, ensuring that your employees are paid accurately and on time, every time.

Our Services Include:

• Payroll Processing: We handle all aspects of payroll processing, from calculating wages and deductions to issuing payments. Our efficient, reliable service ensures your employees are paid correctly and on schedule.
• Compliance and Reporting: Staying compliant with ever-changing payroll regulations is essential. We manage all compliance requirements, including tax filings, W-2s, and 1099s, reducing your risk of penalties.
• Direct Deposit and Payment Options: We offer flexible payment solutions, including direct deposit and other payment methods, providing convenience and security for your employees.
• Employee Self-Service Portals: Our payroll solutions include secure online portals where employees can access pay stubs, tax documents, and other payroll-related information anytime, anywhere.
• Payroll Tax Management: We take care of all your payroll tax needs, including calculating, withholding, and remitting federal, state, and local payroll taxes, ensuring full compliance with tax authorities.
• Time and Attendance Tracking: Integrate time and attendance tracking with payroll processing for accurate and efficient management of work hours, overtime, and leave balances.
• Customized Payroll Solutions: We understand that every business is unique. Our payroll services are tailored to fit your specific needs, whether you have a small team or a large workforce.

Strategic Financial Leadership, Without the Full-Time Commitment

For businesses looking to elevate their financial strategy without the overhead of a full-time executive, BJM Group offers Fractional CFO services. Our seasoned financial experts provide the high-level financial guidance your business needs to grow and thrive, on a part-time or project basis that suits your budget and goals.

Our Services Include:

• Financial Strategy Development: We work with you to create a comprehensive financial strategy that aligns with your business goals, focusing on growth, profitability, and long-term sustainability.
• Budgeting and Forecasting: Our Fractional CFOs develop detailed budgets and financial forecasts, providing you with the insights needed to make informed decisions and plan for the future.
• Cash Flow Management: Effective cash flow management is critical to your business’s success. We help you optimize cash flow, ensuring you have the liquidity to meet your obligations and invest in growth opportunities.
• Financial Reporting and Analysis: Gain access to high-level financial reporting and analysis, offering clear insights into your business’s financial performance. Our experts provide actionable recommendations to improve your bottom line.
• Capital Raising and Funding Strategy: Whether you’re seeking investment or planning for expansion, we assist in capital raising efforts and develop strategies to secure the funding needed for your business’s growth.
• Risk Management: We identify and mitigate financial risks, ensuring that your business is protected against unforeseen challenges and market volatility.
• Mergers and Acquisitions (M&A) Support: Our Fractional CFOs provide expert guidance during mergers, acquisitions, and other strategic transactions, helping you navigate the complexities and achieve successful outcomes.
• Customized Financial Solutions: Every business is unique, and so are our solutions. We tailor our services to meet your specific needs, whether you require ongoing support or help with a particular project.

Accurate Business Valuations for Informed Decision-Making

Understanding the true value of your business or assets is crucial for making informed decisions, whether you’re planning a sale, merger, acquisition, or succession. BJM Group’s Valuations services provide precise and reliable assessments that reflect the fair market value of your business, helping you achieve your financial goals.

Our Services Include:

• Business Valuations: We conduct comprehensive business valuations, analyzing financial statements, market conditions, and industry trends to determine the accurate value of your company. This is essential for transactions, shareholder disputes, and strategic planning.
• Intangible Asset Valuations: In addition to physical assets, we assess the value of intangible assets such as intellectual property, trademarks, patents, and brand reputation, ensuring a complete understanding of your business’s worth.
• Mergers and Acquisitions (M&A) Valuations: Accurate valuations are critical in M&A transactions. Our experts provide thorough valuations to support negotiations, ensuring you get the best possible deal.
• Estate and Gift Valuations: For estate planning and gifting purposes, we offer valuations that comply with tax regulations, helping you transfer wealth efficiently and equitably.
• Fairness Opinions: In situations where impartiality is key, we provide fairness opinions, offering an independent assessment of the value and fairness of a proposed transaction or investment.
• Litigation Support: We offer valuation services in legal contexts, providing expert testimony and detailed reports to support cases involving business valuations, shareholder disputes, and more.
• Succession Planning Valuations: Planning for the future involves understanding the value of your business. We assist in developing succession plans that reflect the true value of your company, ensuring a smooth transition.
• Customized Valuation Reports: Our valuation reports are tailored to your specific needs, whether you require a full, detailed analysis or a summary report for a specific purpose.