“The only thing that hurts more than paying an income tax is not having to pay any income tax.” – Thomas Dewar

Bancroft Buckley Johnston & Serres LLP (BBJS LLP) is a separately owned and managed CPA firm which works together with BBJS Financial Advisors, LLC. Many clients of BBJS Financial Advisors, LLC also use BBJS LLP for their individual tax, business tax and attestation needs. The seamless interaction between the two firms is a strategic advantage for our clients. Two of the most common professional services successful people seek to use are financial advisory and tax services. Our clients know that getting professionals from different firms on the same page can be a difficult task. Our clients save time and avoid frustration by working with two firms that are housed under one roof.

There are some financial advisors that understand taxes and the impact they have on portfolio decisions. But unless they understand your taxes, that information isn’t enough. For our clients who work with both firms, we are able to consider the impact of taxable events before we implement a plan. Harnessing the knowledge and resources of a CPA firm, founded in 1954, to help manage portfolios and build financial plans has been a considerable advantage for BBJS Financial Advisors, LLC clients. For more information about BBJS LLP and the services they provide please visit their website at www.bbjsllp.com.