“Solid tax planning doesn’t happen in a vacuum, once a year, or with a filing deadline looming. The most effective and highest value relationship with a CPA comes from thinking ahead and having a holistic view on a client’s financial situation – including both personal goals and key business considerations. We do our best work in partnership with our clients, seeing them through economic cycles and life changes, and bringing our expertise in the ever-evolving tax arena to bear at critical junctures. The buck doesn’t stop there however, as we also strive to utilize the wealth of knowledge our service partners bring to the table to elevate our partnership to that next level. Any CPA can file a return, it’s the steady, thoughtful and informed guidance through life’s big decisions that really sets Bregante + Company apart.”
“What separates us from most other CPA firms is that we view our clients as long term business partners and friends. We are dedicated to each of our clients’ success and committed to building a team of professional advisors that can best serve their unique needs. Whether it is Bregante + Company LLP or some other professional making the recommendation in any particular circumstance is not a concern; getting the right answer for our client is.”
“Maneuvering through tax and financial issues can be an overwhelming and stressful journey. One of the most rewarding experiences is being able to lessen that stress and explain the issues in a clear manner that isn’t intimidating. We also strive to build a strong partnership relationship with our clients. Our clients call with all manner of questions and concerns in their lives, not just tax compliance. Our goal is not only to provide strong technical advice in our areas of expertise but to also provide our clients with guidance or referrals in any area they need.”
“We serve as trusted, strategic partners to our clients. We take the time to understand their objectives and offer bespoke solutions to help them make financially sound business decisions. We are committed to client success and strive to provide prompt and efficient services in all our engagements.”
“Our approach involves getting to know our clients’ business and personal objectives to understand the pain points from the inside out. From there, we aim to become an integral part of the team to help develop and maintain strategies to meet those objectives. Whether that’s growth and expansion, optimizing tax savings with smart tax planning, or simply maintaining consistent operations and recordkeeping, our clients’ goals are our goals.”
“At Bregante + Company, we work proactively with our clients and their other professional advisors. This means we are committed to staying on top of the ever-changing tax laws and that we team with our clients to develop and execute an efficient tax strategy that keeps their specific financial goals front and center. Accounting isn’t about math, it’s about knowing the rules of the game and proactively and strategically playing your cards to get the desired result.”
“A valuable advisor is a good listener. Being familiar with a client’s current situation as well as their long-term goals makes it possible to take a proactive role in providing advice. Our clients call when they are in the planning stage of a major transaction, rather than after the fact. We value that close working relationship.”
“Public accounting is an industry both self-regulated and critical for our markets and systems of tax. As CPAs, we have the freedom to serve as tax advocates and the obligation to be impartial judges of financial statements. We strive to become trusted advisors for our clients through honesty, expertise, a strong work ethic and creativity. We deliver top-shelf service in a family-first, non-corporate environment. Our work goes way beyond tax returns and financial statements (although these are important); we work with our clients regularly on tax minimization strategies, business structuring, restructuring, exiting, selling, or acquiring a business, accounting systems enhancements, estate planning, charitable giving, and other sundry matters. Our foundation is a strong grasp of debits and credits and the art of accounting. I’ve been working to improve this craft almost 20 years and bring to the team a solid knowledge of tax law with an innovative spirit to explore grey areas and find positive solutions.”
“Tax law has become increasingly complex. Our role is to help our clients analyze and understand the benefits, risks and rewards of different strategies. Tax concerns shouldn’t overshadow the big economic picture; we help clients remember that sound business decisions are what is most important.”
“Financial decisions are seldom purely mathematical. They impact the lives of the decision-maker, their families, and often others. We provide an unbiased, confidential, friendly helping hand to assist our clients in evaluating financial information and the impact of alternative decisions. We take great satisfaction in understanding and educating our clients, and assisting them in selecting a path which is best suited to their particular situation”
