Closely Held Businesses
The broad experience of our partners and staff allows us to understand our clients’ issues from an insider’s perspective. With expertise in tax compliance, mergers and acquisitions, retirement plans, business succession planning, and many other areas, we apply critical advisory services designed to help our clients navigate through even the most complex business transactions.
High Net Worth Individuals
We bring in-depth knowledge, professionalism, and decades of experience to our client relationships. Services to our individual clients include tax compliance, stock option planning, real estate transaction analysis, estate planning, and much more.
Nonprofit Organizations
Nonprofits require unique services and must keep an eye toward changes in law and taxation. Offering expertise with audits, tax compliance, budgeting, and fundraising, we value the opportunity to help our nonprofit clients achieve their missions.
Life at Bregante
Join a diverse, committed team and build your future at Bregante!
“I enjoy working for BCo essentially because of its philosophy. BCo cares about people, not only for their performance as employees, or their business as clients, but as friends. It combines this ‘personal touch’ – a rarity in accounting – with a high level of competence and expertise.”
~ Coben Tistadt, Partner
Our clients look to us for much more than traditional compliance work. At Bregante, we forge long-term client relationships by blending expert tax and accounting services with strategic planning and consultation.
BCo Blog
The Overlooked and Misunderstood
We are often asked for a list of tax ‘Do’s and Don’ts’ to help ensure that no tax planning opportunities nor implications are missed. In response, we have comprised a summary of items that [...]
Qualified Charitable Distributions Allow Eligible IRA Owners Up To $100,000 In Tax-Free Gifts To Charity
On November 17, 2023, the Internal Revenue Service reminded individual retirement arrangement (IRA) owners age 70½ or over that they can transfer up to $100,000 to charity tax-free each year. These transfers, known as [...]
2023 Year-End Tax Planning For Individuals
As we approach the end of the year, it's the perfect time to reflect on your financial goals and ensure they align seamlessly with your present and future financial obligations. At B+Co, we recognize [...]