Tax Services
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Comprehensive Tax Planning & Support Services
At Wheeler Wolfenden and Dwares, our tax services start with strategic planning. Our team of professionals will help you understand how tax laws may impact your individual, business, estate, or gift taxes. We’ll help you plan effectively to take full advantage of all your savings. Then, we’ll determine the returns you need to file. And, if you face a federal, state, or local tax audit, we’ll be there to guide you through any questions. With WW&D, you’ll spend less time worrying about your taxes.
Tailored Tax Strategies for Individuals and Businesses
WW&D’s tax services include:
- Preparing tax returns for individuals, corporations, partnerships, fiduciary trusts, nonprofits, and pension plans
- Year-end tax planning
- Strategic tax planning and transaction analysis for closely held businesses and high-net-worth individuals
- State and local tax planning, preparation, and analysis
- Cost segregation
- Evaluation of forms of conducting business
- FBAR Reporting
- IRS and other agency representation
- Nexus analysis
- Offers-in-compromise agreements
- Pension and profit-sharing plans
- Research-and-development tax credit analysis
- Retirement planning