Services

TAX PREPARATION AND PLANNING

Specializing in individual and small business tax returns. Our firm is prepared to assist you with a variety of tax circumstances and situations. Our focus is on ensuring our clients maximize their tax deductions, avoid audits and are in compliance with and updated on tax laws.

RETIREMENT PLANNING

There’s no guarantee that Social Security or pensions alone will be available when you retire, and if they are, will it provide the level of income you need to maintain the lifestyle you have become accustomed to? With proper planning, BP Financial Services helps to create and identify streams of income that, when placed in the right investments, will ensure generational wealth and position you to retire with comfort.

NEW BUSINESS CONSULTING

Starting a new business or non-profit? Our experts walk side-by-side with you to ensure that you are off to the great start on the right path. Ask about our “hands off” service where we do the heavy-lifting for you! Ask about our Small Business Portfolio Management services.

LIFE INSURANCE

Everyone deserves a secure financial future. Having the option of passing on generational wealth though life insurance is one of the most effective way to leave a legacy for your children and loved ones. Using our diversified platform of insurance providers, BP Financial helps you choose the right protection for you and your family so that you can cover necessary expenses and leave a proper wealth legacy.

FINANCIAL CONSULTING

Are you tired of “winging-it” and “robbing-Peter-to-pay-Paul?” Gone are the days when you can sit on the sidelines and guess on making the best selection for major financial decisions. BP Financial Services gets to know you, your concerns, and evaluates your financial data in detail to create a personalized analysis and recommendations for financial decision making.

CREDIT COUNSELING

BP Financial Services specializes in creating strategies to help clients eliminate debt, boost their credit score, and achieve credit worthiness while building wealth.

Book an Appointment Today

We’re ready to help you maximize your position, minimize your exposure, and make sure you’re always in good standing.

BP Financial Services

Our expertise in specialized tax situations for individuals and small businesses makes us a valuable partner in helping you navigate the tax system, maximize your deductions and achieve the financial wealth you deserve.