Tax Planning
Reducing taxes is a critically important part of any financial planning. Overall, our goal is to help you become as financially successful as possible; but the more successful you become, the greater your tax liability. That’s why W&Co places such a great emphasis on forward planning tax preparation as part of any client engagement.
As federal income tax rules continue to change and fluctuate, the informed guidance of a professional advisor becomes more and more imperative. Rely on our many years of experience and detailed up-to-date knowledge to ensure that you don’t miss a single opportunity to save. With effective planning you’ll be able to postpone or outright avoid unnecessary taxes, while accelerating deductions and tax credits.
Tax Compliance
Utilize our detailed knowledge of the ever-changing tax code throughout the preparation process. Our team is experienced in everything from routine personal returns, to the complicated ins and outs of corporate, trust, and foundation taxes.
“We have known and worked with Wilensky & Co for over thirty years. We have always relied on their tax planning services for both our personal and our business taxes. They’re a valued part of our team and our lives in every way.”
We prepare the following tax returns
- Personal
- Corporate/S-Corp/Partnership
- Multi-state
- Trust
- Estate
- Gift
- Foundation
- Private foundation