At WWRE, our tax preparation services are built on a foundation of proper planning and knowledge of the most current tax laws. We aim to not only minimize current taxes, but establish operating structures that will be efficient and flexible for future tax liabilities and law changes. Tax planning should involve frequent reviews of financial and investment performance and advance notice of taxable transactions. At a minimum, year-end planning is a critical component of accurately projecting tax liabilities and required estimated tax payments.
Our professionals, backed by our significant investments in tax preparation and research software, have the extensive experience necessary to handle a diverse range of industries and entity types.
- Multi-State Preparation
- Estate and Trusts
- IRS & State Tax Audit Representation
- Charitable Giving Services
- Wealth Transfer Planning