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Tax and Life Insurance

Tax Planning and Preparation

In many cases, taxes are the single greatest monthly expense for most American households, accounting for as much as 30% of a monthly budget in some cases. Many indicators show that this percentage will continue to increase. With mindful and reliable tax preparation, BD Tax Services is able to help manage the impact of taxes on your current financial situation. Let BD Tax Services be the only name you need to know when it comes to tax planning and preparation in Northern and Central New Jersey and surrounding areas.

Tax Preparation

Turn to our tax experts for individual tax preparation. We offer electronic filing in all states to make sure your taxes are accurate and filed on time, so you are compliant with all tax laws.

Tax Planning

Tax laws are constantly changing. Prepare for upcoming tax liability with our tax planning services. Proper retirement planning helps reduce taxes by using IRAs, Roth IRAs, SEP IRAs and profit-sharing plans.

We want you to contact us as often as needed during the year so that we are current with your tax situation and can strategize to reduce overall liabilities.


(*Several states have no State tax)

Contact us to find out more about our tax planning services.

Life Insurance...should life insurance be part of your overall plan? What is Life Insurance?

Life Insurance transfers financial risk to an insurance company while protecting your family from the financial consequences of life. Life Insurance can provide for income for a surviving spouse or pay off debt, such as a mortgage. It can also be used to pay off final expenses or provide a legacy for loved ones such as children or grandchildren.

There are several types of Insurance from Term to Permanent Insurance, which include Variable, Universal, and Whole Life Insurance. Our team of dedicated individuals can determine the type and amount of insurance that is needed to protect your family and loved ones.

Please contact us to arrange for a complimentary review of your current life insurance coverage to ensure you have adequate coverage to protect your loved ones. If you have Group Term Insurance through your employer, this also needs to be reviewed for coverage and portability in the event you lose your job.