The broad experience of our partners and staff allows us to understand our clients' issues from an insider's perspective. With expertise in tax compliance, mergers and acquisitions, retirement plans, business succession planning, and many other areas, we apply critical advisory services designed to help our clients navigate through even the most complex business transactions.
We bring in-depth knowledge, professionalism, and decades of experience to our client relationships. Services to our individual clients include tax compliance, stock option planning, real estate transaction analysis, estate planning, and much more. Nonprofits require unique services and must keep an eye toward changes in law and taxation.
We bring in-depth knowledge, professionalism, and decades of experience to our client relationships. Services to our individual clients include tax compliance, stock option planning, real estate transaction analysis, estate planning, and much more. Nonprofits require unique services and must keep an eye toward changes in law and taxation.
Services
At Bregante + Company LLP we specialize in providing tax, accounting, and business consulting services to closely held businesses, high net worth individuals, and nonprofit organizations throughout the greater Bay Area. Bregante + Company LLP was founded in 1976 with the belief that CPAs can do much more than simply provide traditional accounting and tax compliance services to their clients.
Solid tax planning doesn't happen in a vacuum, once a year, or with a filing deadline looming. The most effective and highest value relationship with a CPA comes from thinking ahead and having a holistic view on a client's financial situation - including both personal goals and key business considerations.
When forming a business there are several entity choices, including corporation, partnership and limited liability company. Each different type of entity will have a different effect on how a business is operated on a day-to-day basis from a taxation standpoint, and will create significantly different tax implications when it comes time to exit the business.
Significant opportunities for tax savings exist with skillful planning of the timing of income and deductions. We apply our extensive experience in evaluating the tax saving possibilities of investments and structuring family financial affairs to minimize the tax burden. For some clients, the objective is to defer payment as long as possible while avoiding penalties.
Our accounting and auditing services include audits, governmental audits (A-133), reviews, compilations, and special reports. We also offer accounting systems services (initial design of accounting systems and subsequent maintenance, system analysis, and selection). In addition to year-end financial and tax reporting, we have the broad-based capability to provide guidance and advice with respect to day-to-day operations.
Reviews
Be the first to review Bregante.
Write a Review
