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.

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.

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.

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

We prepare the following tax returns:

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