Bregante + Company LLP is solidly grounded in the fundamentals of traditional tax and accounting services, and we provide these services as a matter of course. However, we believe that our clients especially value our service partnership approach to advising them, and in particular our creative approach to helping protect their interests during certain critical transactions that call for skills outside their expertise. At Bregante, we consider and are able to consult with our clients during the entire life cycle of their businesses; from entity selection and formation to retirement and business succession planning, and everything in between. Whether a client has one small business or multiple entities involved in diverse business operations, we find that helping our clients to focus on long-term considerations and goals results in the most opportunity for success.
Every business client that is served by Bregante has a partner, a manager, and a staff person dedicated to their account year in and year out. We believe that there is distinct value in this continuity in that it enhances our ability to provide technically excellent and comprehensive compliance work and provides greater opportunity for us to “partner” with our clients in the operation of their businesses. This consistent and close working relationship with our clients enables us to help anticipate the opportunities and challenges of the financial operation of their businesses. Our clients spend more time focusing on what they love to do, and less time worrying about tax and accounting matters.
Bregante + Company LLP is solidly grounded in the fundamentals of traditional tax and accounting services, and we provide these services as a matter of course. However, we believe that our high net worth clients especially value our service partnership approach to advising them, and in particular our creative approach to helping protect their interests during certain critical situations that call for skills outside their expertise. At Bregante, we consider and are able to consult with our clients on many aspects of their financial lives, from recurring tax planning matters to estate planning and administration, and everything in between. We join or help build the team of legal and financial advisors that will support a family as it traverses an ever-changing tax and financial landscape.
Virtually every major financial decision is also a personal decision. There is a context, a personal and family history, hopes and fears, risks and rewards, and near-term and future considerations. This context may vary dramatically from one client to another, and even within a family. We strive to understand this context, because in understanding it we are able to tailor our tax and financial advice to help each unique client make the decisions that best suit their situation and philosophy. We often become an intermediary in communicating financial decisions among family members, particularly between generations. Our experience in understanding a variety of contexts enables us to serve as interpreters, and often makes a positive contribution to family relationships.
In an environment of changing regulations and heightened competition for funding resources, nonprofit organizations can benefit greatly from a CPA firm with extensive experience in the nonprofit sector. Nonprofit accounting and reporting have become increasingly intricate, therefore careful attention to compliance issues and procedures is an absolute necessity. Bregante + Company LLP understands these unique issues. We view each client individually and offer specifically tailored suggestions and solutions. We serve as a bridge between the complexities of nonprofit accounting and reporting, and our clients’ varied levels of understanding and needs.
Bregante provides high partner-level involvement and a focused effort to provide staff continuity for each engagement. In addition, we meet with our clients several times during the year, not just at year-end. We communicate new nonprofit rules and regulations to our clients, proactively plan for year-end financial and tax reporting, and advise on unique needs such as streamlining the bookkeeping process or selecting accounting software.