Tax and Accounting
There are at least 1040 reasons to hate doing taxes. Especially when it comes to complex tax requirements. From a litany of regulations to confusing forms, indices and more, filing taxes is truly… taxing.
However, tax planning and preparation play a critical role in the long-term success of your financial plan. Thanks to our holistic approach, we collaborate with our financial advisors* to identify financial advantages and opportunities throughout the tax filing process. With this seamless integration, we recommend strategies that maximize tax benefits — and your portfolio.
Wymer Brownlee can also do your accounting for you, serve as accounting consultants or even train your staff. Well-organized financial records ensure that you have important information to make decisions — for yourself, your business or both.
New Laws and Legislation
Tax laws are constantly changing, and our tax pros stay on top of the latest legislation. When a new law arises, we’ll recommend strategies to seize opportunities and minimize tax liabilities.
Tax Implications from Other Financial Decisions
All pieces of the financial puzzle have potential tax implications. It’s our job to put the pieces together in a way that’s most beneficial to you.
Estate and Trust Tax Preparation
Effective estate planning can reduce or eliminate taxes on the transfer of personal and business assets to your beneficiaries. We’ll guide you through the complex process of organizing your financial affairs.
Our accounting services include:
- General Ledger and Financial Statement Preparation
- Bookkeeping
- Accounting Systems Setup
- Payroll
- Business Tax Return, Franchise Tax and Sales Tax Preparation
- Property Tax Rendition
- QuickBooks Training
- Sales Tax Reports
