The only thing worse than paying income tax is not paying income tax.
— Donald Macleod

Our tax services.

From businesses and individuals to trusts and estates, taxes are complex but provide an opportunity with adequate planning. Whether it’s federal, state, or local, we can provide the guidance needed to implement a strategy to minimize your tax burden while staying in compliance with current tax laws.

Corporate and Partnership

We understand that no business owner wants to pay more taxes than required, but it takes careful tax planning and preparation to be sure that doesn't happen. It also takes unique skills and knowledge, along with an understanding of all facets of your business operations. Once we have an understanding of your business, we use our skills, experience and knowledge to identify opportunities to reduce the tax burden for you. You can contact WRS for any type of business tax service, but some of the ways we can help are:

  • Tax compliance and strategy

  • IRS, or any other regulatory examinations

  • Like-kind exchanges

  • Planning for business mergers

  • Tax forecast and projections

The experienced tax professionals at WRS will prepare your tax returns, but more importantly, put your interests first on all tax matters. We will develop tax strategies for you or your business, and we will remain attentive to future opportunities for you to reduce your tax liability. We will ensure that you are in compliance with all current tax laws and regulations, and we will keep an eye out for future changes that might affect you

Individuals

Today’s tax laws are complicated and complex and can make a relatively simple return confusing and costly. There is no substitute for an experienced tax professional. WRS provides a wide range of tax planning services for individuals:

  • Year end planning

  • Tax projections and estimates

  • Evaluation of tax credits

  • Estate and gift tax returns

Tax planning is key to reducing your tax liability.  We go beyond tax compliance and will proactively recommend tax saving strategies to maximize your after-tax income. We can recommend tax saving strategies to help you…

  • Grow and preserve assets by keeping Uncle Sam out of your pockets

  • Reduce taxes on your income so you keep more of what you make

  • Reduce taxes on your estate so your family keeps more of what you’ve accumulated over your life

  • Reduce taxes on your gifts so you can give more

  • Reduce taxes on your investments so you can grow your wealth faster

  • Reduce taxes on your retirement distributions so you can retire without changing your lifestyle