Here to help

Tax Advisory & Preparation

Everyone else is catching up on last year’s tax payments. We’re planning next year’s tax savings.

Tax compliance can be very complex, especially when you are looking to optimize your situation and find the best outcome for your family or business. Baldridge Financial offers Individual Tax Preparation and Partnership and Corporation Tax Services to help make your life easier. We are happy to handle all aspects of your tax needs for you, from advisory to preparation and filing.

Through experience and continuing education, we work to stay up-to-date on tax regulations and achieve the best financial outcomes for our clients. Trust our expert CPAs to guide you through the filing process and advise you on the best course to keep as much of your money as possible.


How it works

Our process

Step 1
Apply to be a client

Complete the form below and our office will reach out to ensure we are a good fit.

Step 2
Define your goals

If we move forward, our team will develop a personalized plan to achieve your biggest goals.

Step 3
Shape your financial future

Delegate the execution of your tax and financial plan to a partner trusted by over 1,000 business owners.

Interested in working with us?

Apply to become a client.