Tax Planning & Preparation Services

Our tax services go beyond the mere preparation of tax returns. We work with our clients to identify the right strategies to minimize individual and corporate taxes and to plan accordingly while integrating strategies in the areas of estate, retirement and financial planning.

Corporate Tax Services
  • 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
  • Planning and preparation
  • Tax minimization strategies
  • Tax projections
  • IRS audit representation
  • Tax implications of financial decisions

For more information on our tax planning and preparation services, please contact us at tax@wertzco.com