Welcoming Briana Valenzuela to Bowman & Company
We are excited to welcome Briana M. Valenzuela, CPA to the Bowman & Company team. Briana joins us as a Senior Manager in the Tax department, bringing more than 14 years of publ
Welcoming Our Newest Team Members to Bowman & Company
Over the past several months, we have had the pleasure of welcoming many new team members to Bowman & Company. Each joins Bowman with meaningful experience and a shared commitm
Beware of Social Media Tax Advice: The Risks and Consequences
In today’s digital age, social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as a
The Great Transition: Why the Coming Wave of Boomer Retirements Is the Opportunity of a Lifetime
Every few decades, there’s a shift so big that economists, journalists, and business thinkers can’t stop writing about it. Right now, that shift is happening in real time — a
Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
In the realm of retirement savings, the designated Roth account stands out as a unique option that offers tax-free growth and withdrawals under certain conditions. Originating from
Bowman & Company LLP Announces the Appointment of Joshua M. Saner as Partner
We are proud to announce that Josh Saner has been promoted to Partner within our firm. At Bowman & Company, our people are the foundation of who we are, and we are grateful for
Bowman & Company LLP Announces the Appointment of Nicole A. Schubert as Partner
We are proud to announce that Nicole Schubert has been promoted to Partner within our firm. At Bowman & Company, our people are the foundation of who we are, and we value the m
Partner Spotlight: Celebrating Dan Phelps
After nearly four decades of dedication to Bowman & Company, we are proud to recognize Daniel E. Phelps, Partner, as he prepares to retire on December 31, 2025. Dan joined Bowm
Your Annual Reminder to File Worker 1099s
This is our annual reminder that if you use workers other than employees to perform services for your business and pay them $600 or more for 2025, you are required to issue each on
Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones
The holiday season is a time of giving, and while the joy of gifting is often its own reward, there are ways to make your generosity even more impactful through strategic tax plann

