Bridgewater Tax and Financial Consulting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · AD72278 · Florida Board of Accountancy (DBPR public records download)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: real estate (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Bridgewater Tax and Financial Consulting | home page | |
| Website | https://bridgewatertfc.com/ | home page | |
| Office locality | Jupiter, FL | home page | |
| Phone | +15617467506 | home page | |
| Offers bookkeeping | Documented: ...to navigate complex estate and inheritance tax matters.” MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES Our Bookkeeping and Monthly Write-Up Services offer precise financial... | /services | |
| Monthly bookkeeping | Documented: ...for individuals and families to navigate complex estate and inheritance tax matters.” MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES Our Bookkeeping and Monthly Write-Up Services... | /services | 8 pts (max 8) |
| AP / AR | Documented: ...“Efficiently track and categorize expenses to monitor spending and control costs.” Accounts Receivable and Payable Management: “Manage accounts receivable and accounts payable to... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...reconcile bank statements to ensure your records match your actual financial position.” Financial Statement Preparation: “Create comprehensive financial statements, including... | /services | 6 pts (max 6) |
| Industries served (documented) | real estate | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /services | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · AD72278 · Florida Board of Accountancy (DBPR public records download) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2027 | 8 pts (max 8) |
| What is included / excluded | Documented: ...planning and compliance services tailored to your individual or business needs. This includes: Identifying tax-saving opportunities. Preparing and filing accurate tax returns.... | /frequently-asked-questions-about-tax-planning-a | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Accessibility / Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Payroll coordination (0 pts, max 4); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): Florida lists an ACTIVE CPA firm permit (Current) under this name, expiring 2027-12-31. It does not prove service quality.
Data limitations
- 19 of 20 evidenced items come from Bridgewater Tax and Financial Consulting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.