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.

Older couple working on finances

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.

Business Taxes

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

Social Security

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

Tax Amendments

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

Estate Taxes 

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

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.

1.

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.

2.

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

3.

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 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.

Recommendations

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

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.

Older couple shaking hands with financial advisor

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®

Top 100 Financial Advisors

Barron’s magazine 2024


Best in State Wealth Advisors
Forbes magazine 2018-2024


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024


Five Star Wealth Manager
Boston Magazine 2018-2024


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 2018-2024


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023-2024



2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 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, visit https://tinyurl.com/4uy89wxt 


2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 Advisors were considered, 1200 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, visit https://tinyurl.com/3kkrphcm

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. Visit Barron's for most recent award information.


2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 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 https://www.fivestarprofessional.com