Nestled in the charming seaside community of Jupiter, Florida, Bridgewater Tax and Financial Consulting is a reliable guide for small businesses, high-net-worth investors, and trust and estate clients to achieve financial success. Under the leadership of founder John Adams, CPA, clients receive one-on-one support in navigating the complexities of tax law, enabling them to conquer existing challenges and explore future opportunities.
Bridgewater Tax and Financial Consulting takes a refreshing approach toward financial advisory, providing clients with the mentorship necessary to improve their tax strategies in line with long-term goals. However, the firm does more than help clients achieve financial compliance and tax savings. It forges partnerships based on mutual trust and commitment to excellence.
After witnessing a significant decline in accounting and finance students, college professor and CPA John Adams was inspired to found Bridgewater Tax and Financial Consulting. It was clear that young people needed mentors to be the catalyst for their learning journey. John also believed the firm’s establishment would create more opportunities for students to gain hands-on industry experience.
John entered accounting at 19. His first job introduced him to key principles and culture shaping his perspective on financial services. This role was a stepping stone to executive positions ranging from accounting manager for an entire municipality and Chief Financial Officer for a prominent nonprofit. The combined experience he gained from these roles, alongside his interactions with his students, helped him recognize a need for accounting professionals to better tune in with their client’s needs.
“Accountants should be doing more than crunching numbers. They should empower you to become more efficient and effective by providing insightful strategies and resources. Remaining transparent, communicative, and proactive are some of the best steps to making these outcomes possible,” John says.
It’s these traits of client-centricity that Bridgewater Tax and Financial Consulting was built upon. The firm stands out for its personal touch in how it handles accounts and treats clients. With Bridgewater, clients are more than a number. They’re appreciated and considered in every step of a financial journey, ensuring that the firm’s actions are aligned with a long-term vision.
Bridgewater Tax and Financial Consulting offers a comprehensive suite of services ranging from tax preparation and advisory to fraction CFO support and monthly bookkeeping. The firm leverages decades of expertise to ensure accuracy, compliance, and client satisfaction in the ever-changing tax landscape. Bridgewater Tax and Financial Consulting is adept at supporting clients in finding the right solutions, whether tailored to individual or business priorities.
The firm specializes in accommodating the unique needs of small businesses, high-net-worth investors, and trust and estate executors and beneficiaries. Across these verticals, Bridgewater offers hands-on support that goes beyond reporting. The AICPA and NATCP member executes advanced tax strategies including annual comparison analyses and ad hoc advisory depending on a client’s pressing concerns. Clients can consult Bridgewater for anything from business entity selection to expense tracking and financial analysis. The firm delves into the intricacies of a client’s finances, uncovering avenues for added efficiency and cost savings with the goal of improving overall financial wellbeing.
Bridgewater Tax and Financial Consulting’s guiding principle is service. The firm goes the extra mile to provide clients the chance to learn what services best suit their financial goals. It’s these learning opportunities that build an unshakeable foundation for future success.
Media Contact
Name: John Adams
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