Comprehensive Financial Solutions for Individuals, Businesses & Organizations

Because managing finances goes beyond taxes, BDM brings a distinct and time-tested approach to nearly every need. Whether its tax preparation or payroll, bookkeeping or business entity establishment, BDM can advise you on the complexities that life and livelihood can bring.

  • Individuals

    BDM provides full service tax return preparation for individuals. We can help with special concerns such as multi-state returns, overseas employment, retirement contributions and withdrawals, inheritance issues, coordination between multiple business ventures on your personal return, and calculation of estimated tax payments. In addition, we provide gift tax return preparation and charitable trust advising and compliance as well as divorce consulting and assistance. We offer consulting on farms, rentals, retirement planning and much more.

  • Businesses

    Your business will receive a variety of services from our firm that are tailored to meet your needs. We offer advice on which type of business entity to choose, retirement plan options, tax return preparation for all business entities, as well as tax planning. We can provide management advisory services such as cash flow analysis, financial projections and loan applications, financial statement preparation (compilation and reviews), business consulting for expansion, start-up, succession and difficult times. Our full service staff can assist your business with a variety of technologies and accounting systems consulting in software such as QuickBooks®.

  • Estate & Trusts

    We have a comprehensive practice in trusts and estates. Estate administration services include guidance for the personal representative or executor, estate and fiduciary income tax return preparation, and coordination with attorneys. We work with trustees of simple or complex trusts, revocable and irrevocable, to plan for minimum tax liability, comply with trust provisions, and prepare trust tax returns. We also provide charitable trust advising and compliance.

  • Not-for-Profits

    Not-for-profit entities can choose from a variety of services including help with tax exemption applications, tax return preparation, consulting for start-up and expansion, budgeting, and financial statement preparation (compilation and reviews). In addition, we offer not-for-profit organizations service in setting up an accounting system and internal control, consulting on various issues like lobbying and unrelated business taxable income, achieving and maintaining tax exemption, and reporting compliance to donors.

  • Service Department

    Our service department can tailor a program to meet your needs in areas such as payroll processing and bookkeeping at your site or ours. We can assist you with concerns of payroll compliance and choosing the appropriate technology for your organization. We specialize in QuickBooks® consulting for businesses and organizations of all sizes.

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