Tax, Accounting, and Advisory Services Built Around You

Tax Planning and Preparation That Takes the Stress Out of Tax Season

Tax season does not have to be stressful. BJM Group’s tax planning and preparation services help you file accurately and on time, while looking for ways to reduce what you owe.

We work with individuals, families, trusts, estates, and businesses of every size. Whether you are a partnership, LLC, corporation, non-profit, or community association, we handle your tax preparation, tax authority representation, sales tax, and tax consulting needs.

Let BJM Group manage your taxes, so you can focus on your goals.

Accounting and Consulting to Help Your Business Grow

Running a business takes focus. BJM Group’s accounting and consulting services free up your time by handling your financial documentation, reporting, and day-to-day operations.

We work with businesses of every size, offering monthly financial preparation, full accounting support, and strategic advisory services. Whether you need bookkeeping or CFO-level guidance, we grow with your business at every stage.

Proactive Bookkeeping That Gives You Real Answers

Your business’s numbers tell its story. BJM Group’s bookkeeping services keep your books accurate and current, whether you’re just starting out, growing fast, or working through a rough patch.

We set up and maintain your books, manage revenue and expenses, and provide clear, proactive reports. With BJM Group, you always know where your business stands financially.

Accounting Support Built for HOAs and Community Associations

Managing a community association’s finances comes with real responsibility. BJM Group provides tax, accounting, and audit services built for condominiums, co-ops, and homeowners associations.

Whether you need tax preparation, a detailed audit, a reserve plan review, or full accounting with board meeting support, we help you meet your obligations with confidence.

Audit Services You Can Trust

Trust in your financial statements matters, whether you need an audit for a loan covenant, a grant requirement, or your own peace of mind. BJM Group’s audit team reviews your financials with an independent, objective eye, and can catch anything from small errors to larger issues.

We guide you through the process so it feels straightforward, not stressful, and leaves you confident your numbers are right.

Guidance for Every Stage of Your Real Estate Investments

Real estate investing comes with real decisions: when to buy, sell, or hold, and how to structure your investments the right way. BJM Group offers accounting, tax, and advisory services built for real estate investors.

From planning your first investment to managing an existing portfolio, our team helps you make informed decisions at every step.

A Retirement Plan Built Around You

Will your finances support the retirement you want? BJM Group offers an honest, independent review of your finances and helps you build a plan to protect your savings and reduce risk.

Retirement planning is not one-size-fits-all. We take the time to understand your goals and give you unbiased advice, without pushing financial products that only benefit us.

Protect Your Legacy with Estate and Trust Planning

Planning for the future protects the people and causes you care about. BJM Group helps you build an estate plan, manage an existing trust, and transfer wealth efficiently.

Our Services Include:

• Estate Planning: We help you build a will, trust, and power of attorney that match your goals.
• Trust Administration: We manage trustee duties and keep your trust in compliance with legal requirements.
• Wealth Transfer Strategies: We help you pass on wealth efficiently while reducing tax liabilities.
• Charitable Giving: We help you structure charitable gifts as part of your estate plan.

Simplify International Tax Compliance

Managing tax across borders adds complexity most people don’t expect. BJM Group’s foreign tax services help individuals and businesses with international ties stay compliant and reduce their tax burden.

Our Services Include:

• International Tax Planning: We help lower your global tax liability while keeping you compliant across jurisdictions.
• Foreign Income Reporting: We accurately report income from overseas investments, foreign sources, or expatriate work.
• Cross-Border Transactions: We advise on the tax impact of international business deals.
• Tax Treaty Analysis: We identify treaty benefits, like lower withholding rates, so you don’t pay more than you owe.
• Expatriate Tax Services: We handle tax planning, preparation, and filing for people living or working abroad.
• Foreign Tax Credits: We help you avoid double taxation and get the most from your credits.

Payroll, Handled Accurately and On Time

Payroll is critical to your business, but it takes time you don’t have. BJM Group’s payroll services make sure your employees are paid correctly, every time.

Our Services Include:

• Payroll Processing: We calculate wages and deductions and issue payments on schedule.
• Compliance and Reporting: We manage tax filings, W-2s, and 1099s, so you avoid penalties.
• Direct Deposit and Payment Options: We offer flexible, secure payment methods for your employees.
• Employee Self-Service Portals: Employees can access pay stubs and tax documents online, anytime.
• Payroll Tax Management: We calculate, withhold, and remit federal, state, and local payroll taxes.
• Time and Attendance Tracking: We integrate time tracking with payroll for accurate hours and overtime.
• Customized Payroll Solutions: We tailor our services to fit your team, large or small.

CFO-Level Guidance, Without a Full-Time Hire

Growing businesses need strong financial leadership, but not every business needs a full-time CFO. BJM Group’s Fractional CFO services give you high-level financial guidance on a schedule that fits your budget.

Our Services Include:

• Financial Strategy Development: We build a financial strategy aligned with your growth and profitability goals.
• Budgeting and Forecasting: We create detailed budgets and forecasts so you can plan ahead with confidence.
• Cash Flow Management: We help you optimize cash flow to meet obligations and fund growth.
• Financial Reporting and Analysis: We provide clear reporting and actionable recommendations.
• Capital Raising and Funding Strategy: We support your fundraising and expansion plans.
• Risk Management: We identify and reduce financial risks to your business.
• Mergers and Acquisitions Support: We guide you through the financial side of M&A transactions.
• Customized Financial Solutions: We tailor our support to your specific needs, ongoing or project-based.

Know What Your Business Is Really Worth

Whether you’re planning a sale, merger, or succession, you need to know your business’s true value. BJM Group’s valuation services give you a clear, reliable number you can use with confidence.

Our Services Include:

• Business Valuations: We analyze your financials, market conditions, and industry trends to determine fair value.
• Intangible Asset Valuations: We assess intellectual property, trademarks, patents, and brand value.
• Mergers and Acquisitions Valuations: We provide thorough valuations to support your negotiations.
• Estate and Gift Valuations: We deliver valuations that comply with tax regulations for estate planning.
• Fairness Opinions: We offer an independent, impartial view on a proposed transaction.
• Litigation Support: We provide expert testimony and reports for legal cases involving valuations.
• Succession Planning Valuations: We help you understand your business’s value as you plan its future.
• Customized Valuation Reports: We tailor reports to your needs, from a full analysis to a summary.