<strong>Tax Planning</strong>

Tax Planning

Let us collaborate with your tax professional to help minimize the liability for all your personal, investment, and business decisions. As your income and circumstances change, we’ll review and alter the plan as needed to serve your overall plan.

Proactive Planning for Help With All Tax Situations

Effective tax planning can help to reduce income taxes, improve your financial plan and free up cash flow. With our comprehensive tax analysis and planning services, we can help to create a plan for your taxes to help optimize wealth today and in the future.

  • We’ll work with your tax professional to provide insight into how your taxes and income can affect your overall financial plan and wealth management.

  • You'll receive comprehensive reviews and plans for your taxes to highlight opportunities for savings and reduction strategies.

  • We'll offer professional knowledge of new tax laws that can affect your situation and guidance on how to help protect your money from estate taxes, business taxes, and more.

Tax Guidance Through Every Stage of Life

Taxes inevitably come in all forms at every stage of life. Whether you’re planning to buy a business or are about to enter retirement, we can help create a tax strategy that allows reduction where necessary and plans to balance your finances.

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Business Taxes

Whether you just bought a business or are planning to, we can help you understand the tax impact.

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Social Security

We’ll help you plan for Social Security taxes to integrate that into your retirement planning.

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Tax Amendments

If you’re worried about how your taxes or incorrect taxes could affect your finances, we can help!

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Estate Taxes

Minimizing estate taxes can help improve your legacy and the assets you leave behind.

Tax Planning
Education & Collaboration

No matter what experience you have with tax planning or what type of tax professional you’ve worked with, we will help you create a cohesive financial plan that helps maximize returns.

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Recommendations

We’ll guide you and offer reviews of your taxes for proper recommendations.

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Understand & Educate

We’ll help you understand your path forward and educate you on future choices.

If you’re ready to make the most of your tax situation at any stage in life, contact Bartholomew & Company today to get started with integrated tax planning solutions.

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Build Your Financial Future Today

Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.
2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Five Star Professional.