Personal Accountant

At BJL Wealth Management, we are a full service financial firm but can also be a personal accountant for the client. We have long standing relationships with top of the line professional organizations. This allows us the flexibility to prepare a client's tax return, assist a client with obtaining a loan, or even help a client receive a mortgage.

Mortgage Broker

When it comes to mortgages, we are teamed up with professional mortgage brokers whose primary expertise is identifying the best mortgage financing to fit a client's needs. We are current with up to the minute rates and market conditions. We will always attempt to find you the best available interest rate, based on your financial situation and loan circumstance, using the best lender for you.

Tax Work

With our accounting background, we have the experience and knowledge to sit down with our clients and review their tax situation. We are able to prepare income tax returns or outsource them to some of the best accounting firms in the area. We prepare the following returns:

• Individual 1040
• Partnerships
• Limited Liability Corporation and Limited Liability Partnership
• Corporations and S- Corporations

Banking

As noted above, BJL Wealth Management has many connections with various professional organizations including local banks. We feel it is our job as the "Financial Quarterback" to provide the appropriate financial services and to also direct the client to the right professionals when needed. We understand how a tough economy can leave clients searching for answers when it comes to obtaining a loan for personal or business purposes. We will work with you, the client, to find the right bank or the right loan officer to help you with your particular situation.