Success isn’t achieved by compiling neat rows of numbers on a balance sheet. It’s found in the way your net worth, your tax position, your capital and assets are managed and used to get you from where you are to where you want to be. It’s an approach that demands precise accounting driven by insight, experience and a clear understanding of each and every client’s unique situation. Your short-term wants and needs as well as long-term dreams and aspirations.

At BFFA, our entire organization is based on one premise: to identify and recommend sound financial strategies that create the best opportunity for success.

Click the Tax Notebook button above to securely login to your online organizer.
Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain/loss data for the preparation of your tax return.  Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.
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