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How We Help

Wouldn’t it be nice if there was one place that not only prepared taxes, but also took the time to provide proactive tax planning. Well there is. As part of the Wealthnest Tax Services family, you will receive a complimentary mid-year tax review appointment. We also offer a complimentary review of your previous three years tax returns to help uncover any missed opportunities.

 

What We Can Help You With

When going through tax codes for individuals it can provide the same intricacy as corporate tax code. We can help the person filing a 1040-EZ to a complex multiple state return. We excel at identifying opportunities for our clients to potentially save money and also stay compliant.

Small businesses and family owned businesses can be subjected to similar complex and often frustrating business tax codes just like multinational conglomerates. In fact, in our experience there are several times that business tax preparation can be much more difficult and challenging for mid-size and smaller business owners.

At Wealthnest Tax services we approach tax planning as a foundation of our tax practice. It provides us an opportunity to give direct, immediate, and impactful information for our clients. It provides the ability to forecast and assist us to prepare your taxes for the upcoming tax season and allow for a functional plan to reduce your tax costs.

Passing on your assets and leaving a legacy for your friends and family is an important part of your financial planning. To successfully transfer your assets as you would like to, requires both a will and a skilled team who understands the complex and at times frustrating tax laws that can greatly affect your financial legacy.

Of all the choices you make when opening a business, undoubtedly the most significant one relating to taxes is the style of legal Corporate Structure, you select for your business.

Many individuals typically do not know what exactly the term fiduciary taxes mean though most will at some point run into a situation where they will deal with fiduciary tax issues. Trustees and executors are often hampered with several fiduciary issues and responsibilities often very suddenly and unexpectedly.