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Tax Planning & Compliance

Personalized, Strategic Tax Planning and Compliance Solutions

Trust your tax planning to experts who understand your priorities.

Real-time solutions that support your long-term vision

Our tax services go beyond the mere preparation of tax returns. We take the time to truly understand your business trajectory and personal objectives to develop strategies that minimize your taxation. By integrating our expertise in the areas of estate and retirement planning, we provide insight and guidance today that lay the groundwork for a brighter future.

Corporate Tax Planning & Compliance

Strengthening your business is what drives ours. Receive strategic tax planning and guidance from experts in your industry.

  • Tax planning and preparation
  • Tax minimization strategies
  • Tax projections
  • IRS audit representation
  • Entity structure selection
  • Mergers and acquisitions analysis
  • Restructuring and reorganization planning
  • Buy / Sell analysis
  • Liquidation and dissolutions

Personal Tax Services

Eliminate the stress of sorting out your taxes by letting us handle it for you.

  • Tax planning and preparation
  • Tax minimization strategies
  • Tax projections
  • IRS audit representation
  • Tax implications of financial decisions

WHY WORK WITH WERTZ & COMPANY?

WE’RE PROUD TO BE A BIT DIFFERENT THAN MOST OTHER ACCOUNTING FIRMS.

  • PERSONAL

    By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.

  • RESULTS-DRIVEN

    Our staff apply a diverse set of experience and expertise to implement strategic solutions that support your success.

  • AVAILABLE

    We aim to simplify the complex. If you have questions, we’re available to talk at any time, not just during tax season.

  • STREAMLINED

    Modern, best-in-class tech frees our staff from piles of time-consuming paperwork, so we can devote more attention to your business.

  • STRATEGIC

    From accounting to bill pay, business consulting, due diligence, company valuations and more, we provide guidance for every aspect of your financial life.

  • PRINCIPLED

    Through attentive support to our staff & clients and giving back to the community, our company values drive all our decisions and actions.

Great People,
Great Environment

Get to know our close-knit team of business strategy and tax experts.

Meet the Team