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Unlocking Growth Through Tax Strategy: Why Your Accountant Should Think Like a Business Advisor

date
June 10, 2025

by Scott Gerken, CPA, Tax Partner, Bowers CPAs & Advisors

Guest post from Greater Rochester Chamber member Bowers CPAs & Advisors


At Bowers CPAs & Advisors, tax planning is not just about staying compliant—it is about helping our clients make smarter decisions that lead to growth, sustainability, and financial clarity. Tax touches every part of your organization, from how you structure deals to how you invest, hire, and plan for the future. That is why we approach every client relationship with one goal in mind: turn your tax function into a strategic advantage.

Why Tax Strategy Matters
In today’s complex regulatory environment, even small tax decisions can have significant long-term effects. Whether you are a closely held business in upstate New York or a growing multi-entity organization, the right tax strategy helps protect your assets and align your structure with your goals.

We regularly work with clients across industries—construction, manufacturing, real estate, professionals, and more—to ensure they aren’t just filing on time but filing strategically. Whether it is optimizing deductions, leveraging credits, business development or planning for succession, our team knows how to uncover opportunities that might otherwise go unnoticed.

Year-Round Insight, Not Just April 15
Many businesses only engage their tax advisor when it is time to file. But the most effective strategies are shaped throughout the year. At Bowers, we work with clients on:

  • Entity selection and restructuring
  • State and local tax (SALT) compliance
  • Research & Development and energy tax credits
  • Real estate strategies, including cost segregation
  • Compensation and retirement planning
  • Exit and succession tax optimization

Our team continuously monitors changes in federal and various state tax laws, giving clients confidence in an ever-changing landscape.

Real-World Results That Go Beyond the Numbers
Tax planning is not just about minimizing liabilities—it is about unlocking growth. One client recently used our multiyear tax forecasting to secure bank financing for a major expansion. Another used our guidance on pass-through income to save thousands annually after a change in ownership.

We also routinely help clients navigate the tax implications of big decisions: mergers and acquisitions, new product lines, or family gifting strategies. And because Bowers is a full-service firm, clients benefit from seamless collaboration across audit, advisory, and client accounting departments.

Built for Business Owners
We know business owners wear many hats. That is why we make things easier, not harder. Our approach is clear, client-focused, and built around your needs and goals. Whether you are a solo entrepreneur or a CFO overseeing complex operations, our team becomes your year-round thought partner.

We also work with individuals on estate planning, real estate investments, and high-net-worth tax planning—helping them structure their personal and business lives for long-term success.

Let’s Start the Conversation
Whether you’re seeking a second opinion on your current tax strategy or looking for a more proactive advisor to support your growth, Bowers is here to help. Our team is ready to discuss how our approach can provide you with more clarity, control, and confidence today and into the future.

Bowers CPAs & Advisors is a nationally recognized public accounting firm, proudly serving private and closely held businesses for over 40 years. As a member of the AICPA’s G400 and one of the Top 300 Firms in the country, we bring top-tier audit, assurance, and advisory services to clients across Central, Northern and Western New York. With offices in Syracuse, Rochester, and Watertown, our professionals deliver innovative, strategic solutions across a broad range of specialties—from Tax and Audit to Client Accounting Advisory Services, Business Valuation, Forensic Accounting, and more. Grounded in integrity and driven by expertise, we are committed to helping our clients navigate complexity and achieve long-term financial success.

Let’s connect and explore how we can help you move forward with confidence.
Contact us at info@bcpllc.com or visit www.bcpllc.com/get-in-touch/ .

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