Number of partners: 4
Since 2003, Baldwin & Associates, LLC has been providing quality personalised financial guidance to local individuals and businesses. With a group of over 25 dedicated men and women, the firm focuses on high net worth Individuals, and assures that every client receives the close analysis and attention they deserve. Baldwin & Associates’ dedication to high standards, hiring of tax professionals and work ethic, is the reason the firm’s client base returns year after year. The team’s dedication to hard work has earned them the respect of the business financial community and they believe this to be a direct derivative of their talent and responsiveness to their client base. Prior to starting Baldwin & Associates, LLC, Robert M Baldwin managed a family office for over 15 years. The four partners, individually and combined, have an extensive experience working with families and family owned businesses. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Baldwin & Associates, LLC receive proficient and timely advice.
Main Areas of Practice:
Tax Management Services:
The firm collaboratively guides its clients through a full range of tax planning, preparation and compliance decisions with strategies that minimise your tax liabilities, maximise your cash flow and navigate the course toward your financial goals. The firm’s expertise, experience, analysis and thorough research allows it to optimise financial opportunities found in existing as well as proposed law changes. The team is vigilant about staying current with tax laws to keep you and your business in sync with current and future tax environments. The firm’s tax management work runs the gamut of income, partnership, corporation, exempt, property, sales, gifts, estate, fiduciary and business license taxation.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalise on new opportunities. Baldwin & Associates will help steer you closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and profit-sharing plans.
Audits, Reviews, & Compilations:
Baldwin & Associates’ financial statement attestation and assurance services comprise all three levels (audit, review or compilation) of assurance depending on your needs.
Estate & Trust Planning with Tax Compliance:
The firm’s goal is to help clients navigate the complex and shifting tax laws to facilitate the transfer of assets and minimise the tax liability of beneficiaries. As a result of its family focus, the firm has extensive experience with fiduciary income taxation, private foundations, and tax-exempt organisations. Robert M. Baldwin is a member of Society of Trust and Estate Practitioners.
The firm has worked with clients in the United Kingdom, Germany, Austria, France, Australia, Hong Kong, Bermuda and the Bahamas. Its work has included those United States Citizens abroad who entered into the Streamlined process for compliance with United States tax laws. The firm works with a number of International tax attorneys. One of the firm’s staff is a certified acceptance agent able to assist with getting United States tax identification numbers when required due to ownership of US based assets. The firm has worked to help many clients receive tax withholding certificates under the Foreign Investment in Real Property Tax Act (FIRPTA).
Representation Before Taxing Authorities:
Professional representation can be vital during an audit. The firm’s experience with tax authorities enables it to guide clients in their dealings with federal and state agencies.
Key Clients: Numerous Families with substantial real property holdings.
Contact: Robert M. Baldwin CPA/PFS, AEP, CGMA
Email: [email protected]