Bowman team members are experts in working with people who have worked hard to accumulate a substantial nest egg. We know and understand your concerns about taxes, investment strategies, insurance, and passing on a legacy. We’ve helped many families with tax planning, gifting, and estate planning to help the fruits of your hard work grow.
At Bowman, we realize the importance of constant communication and advisory services for our clients who have the most to lose. Even a simple financial decision can create massive tax consequences, which is why we take tax planning far too seriously to leave it to year-end. We are never more than a phone call away to discuss your financial options, ideas, and plans.
The Bowman team shares a strong working relationship with our clients, many of whom have been coming to us for decades. Our balance between personal attention, professional attitude, and attention to detail leaves our high net worth clients feeling content and secure. Our firm places a heavy emphasis on remaining current on legislative changes that can affect our clientele. This gives us the edge and ability to confidently stand behind our work given the occurrence of an IRS audit. The Bowman name has come to mean exceptional quality in both service and performance, and we intend to keep it that way.
We are fully capable of providing you with any tax services you require:
- Estate planning
- Year-round tax planning
- Personal financial statements
- Gift planning
- Trust accounting and advisory services
The personal nature of our relationships gives us the advantage of knowing your financial situation inside and out. Our goal is to be your trusted advisor, and bring our deep business background to work to facilitate your financial success.