Services

How We Can Help

Individual Tax Prep

Our number one goal is to minimize your tax liability while maintaining strict compliance to the ever-changing tax rules and regulations. IRS rules get more complicated every year. This requires adjustments to what you file, but even more importantly to how you plan. Our experts constantly research the latest tax laws and understand the impacts to your tax and investment strategy. We ask the important questions to learn more than just what is printed on your W-2.

Start Planning for Next Year’s Taxes Today

You need a partner like BJM that not only creates your return, but reviews your financial health to ensure that your investment and tax strategies are aligned with your personal goals. We do not sell financial investment products or insurance, so we are always able to provide you with unbiased advice and recommendations. Over 600 clients in Georgia, across the US and around the world trust BJM as their tax and financial expert.

Tax planning does not just begin during tax preparation time. It starts today and continues throughout the year to make tax filing a more straightforward, less time-consuming process. BJM stays up to date on all the taxes rules an regulations so that we can proactively inform you of changes that may impact your next filing as well as your broader tax strategy. Our partners are always available to answer your questions and help you with your tax planning so you make better and more informed decisions.

BJM stands behind every tax return we prepare. We will represent your interests should there be any IRS questions.

Business Tax & Accounting

BJM provides accounting and tax services to over 300 companies, from start-ups to established enterprises across a multitude of industries in Georgia and throughout the United States. We specialize in assisting small, emerging and high-growth companies like yours. Our PartnerPersonalizedSM approach puts you in direct contact with the experts who know your business
and industry, and can help you make the right strategic decisions.

What Story Does Your Financial Statement Tell?

While we provide and maintain GAAP-compliant financial statements for use by banks, investors and other third parties, BJM can also develop and analyze key performance indicators and internal reports to help ensure you will meet future goals based on today’s results. Together we will turn numbers and data into real business intelligence that you can use to make critical business growth decisions.

Your time is best spent running your business, so rely on BJM for quick answers to business questions and availability that fits your hectic schedule, including nights and weekends. Since your business is your life, we can also help with your personal finances as well.

Real Estate Investments

Real Estate Requires Extensive Planning

Especially in this turbulent market, investing in real estate requires extensive planning and discussion about future goals and objectives, so that investments can be structured properly today. Understanding the critical components of investing, such as tax-free exchanges and cost segregation, can be the difference between investment success and failure.

Structure the Entity and Deal Right the First Time

BJM provides the expertise and practical advice you need to develop entities and partnerships, then acquire and operate your real estate assets. Let the team at BJM help you determine when to purchase, when to sell and when to take losses or gains.

We offer a full spectrum of accounting, tax and general advisory services for real estate investors and investments. Expert assistance is provided through every phase of the investment, so you can:

Develop your investment strategy – set goals and find relevant opportunities
Create the right entity and operating agreement – protect finances and
friendships
Evaluate acquisitions – remove emotion from the equation
Explore financing options – there is money if you know where to look
Minimize tax liability – financial reporting and tax preparation