Tax Services

Tax Planning - The most important number is the amount you have left after taxes. At W&CO, our goal is to help you reach a healthy personal and business financial position and assist you in maintaining it. We offer a combination of sound planning advice and an experienced voice to not only prepare your tax returns, but to also plan your financial affairs in a tax-efficient manner. We are here to guide you in creating and implementing your future tax saving strategies.

Our services include:

• Planning for your children’s education
• Estate and succession planning
• Tax free exchanges
• Cost segregation
• Estate and retirement planning
• Investment planning
• Insurance sales and planning
• Debt management
• Planning for your new business
• Multi-state tax issues
• Research and development credits
• Tax research

Tax Compliance - At W&CO we guide our clients through the tax preparation process with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to achieve your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize your financial opportunities in the always changing tax code.

We prepare the following tax returns:

• Personal
• Corporate/S-Corp/Partnership
• Multi-state
• Trust
• Estate
• Gift
• Private foundation
• Payroll
• Sales
• Liquor
• Non-resident

Representation at IRS Exams and Audits

Few things are more concerning than receiving an IRS correspondence or audit letter in the mail. IRS audits have the potential to sap enormous amounts of time, as well as mental and emotional energy, from your business and personal life. From a simple IRS letter to a full IRS audits, the professionals at W&CO have an exceptional track record in successfully handling all types of IRS examination. Our goal is to aggressively and professionally defend and protect your interests, limit your exposure to adverse IRS adjustments, and help you through what can be a very stressful experience.

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Assurance Services

Our assurance services provide a personalized approach to each client’s unique situation. We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.

Review: W&CO professionals work closely with bankers to avoid the necessity of having to provide audited financial statements. W&CO approaches a review engagement as a proactive experience that adds value to not only a third party, but to the management as well.

Compilation: Compilation financial statement engagements are less in scope than reviews, but are often accepted by banks and other 3rd parties. More commonly however, compilations are used to provide useful financial information to the management or partners of a company.

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Business Advisory and Outsourced CFO Services

At W&CO, our key to success is helping you be successful. We are resolutely proactive in working with our clients to achieve their goals. Because we understand that questions and situations arise intermittently, we provide expert business advisory services to support you with incomparable guidance, answers and information. And because we know that you want to remain competitive while remaining profitable, we offer outsourced CFO services as a continual financial resource for your business without the big "CFO" price tag. At W&CO, we offer proven business strategies and expertise that you need to you achieve your goals.

Our professionals are ready to work with you in any of these areas:

• Create a viable accounting and record keeping system including all required controls
• Create Accounting and Financial Reports that help management make more informed business decision
• Create and regularly update budgets in order to control costs and to create and maintain spending accountability
• Create and regularly update forecasts that will help management plan for cash requirements months in advance
• Be an involved member on the business’s management/leadership team
• Assist in acquiring financing including long term debt and bridge loans
• Working with management to create a strategic plan that meets both short term and long term goals
• Assist in training staff and formatting QuickBooks to work efficiently for your particular needs

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Trust & Estate Services

W&CO works with their clients and their advisors in estate and trust planning in order to minimize federal, individual or estate taxes. Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. W&CO’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Our services are tailored to each client’s needs and can include:

• General estate and trust planning
• Trustee services
• Review of current wills
• Tax planning for new wills
• Consulting related to market trends
• Consulting related to CRWT
• Consulting related to GRUT
• Gift Giving
• Charitable Remainder Trusts
• Granter Remainder Trusts
• Marital Residual Trusts
• Grantor Revocable Trusts

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Forensic Accounting

At W&CO, our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

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Mortgage Lending

Today’s mortgage environment is complicated at best. Monticello Mortgage Corporation is a Georgia corporation headquartered in Atlanta since 1991, serving clients situated throughout the state. Our mortgage professionals search out the best real estate financing program available to satisfy our customers’ specific needs. Monticello has established business relationships with over 40 regional mortgage lenders. We are a member in good standing of the Better Business Bureau, local Chambers of Commerce and the Georgia Association of Mortgage Brokers. The Monticello team stands ready to provide you with the utmost in real estate financing services.

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Insurance Consulting

Robert B. Wilensky, CPA, a licensed Georgia insurance agent has advised his clients since 1977 on various insurance policies. In 1999 Robert obtained his insurance license. Coupled with over 35 years as a CPA, Robert brings his clients a broad, economically based perspective to provide advice regarding the optimum degree of insurance coverage while saving thousands of dollars in insurance premiums.

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