Individual Tax and Planning Solutions

Individual Tax and Planning Solutions

We do more than Prep, We Partner

business professionals discussing tax documents on their laptop

BGM is an instrumental partner in helping you with a wide variety of tax and financial events, changes, and challenges that occur throughout all stages of life. We can help to minimize your tax exposure and meet your tax and wealth accumulation and preservation goals.

How We Help

We provide a full range of personalized tax services for individuals and families that include:
  • Alternative minimum tax planning
  • Annual income tax planning
  • Charitable giving and investment strategies
  • Estate, gift, and trust planning
  • Financial planning
  • Stock Options

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant and tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

Connect With an Advisor

We offer a complimentary initial consultation to discuss your needs. Reach out to learn more or schedule a meeting to get started.
Nathan Panning

Nathan B. Panning, CPA

Principal, Tax Practice Leader

E npanning@BGM360.com
P 952.844.2500
Bio

Looking for Tax Solutions for your Business?

We do that too. Explore the full breadth of BGM’s Business Tax Solutions.
Business Solutions: Tax Services

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

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