We meet with our clients at least once a year to discuss significant transactions and ways to reduce their tax liability. But the tax planning process isn’t necessarily confined to year end; we have found tax planning is most effective if open lines of communication are maintained throughout the year. Planning is essential to avoid surprises during tax return preparation and to equip our clients with information to make sound business and financial decisions.
We use the most sophisticated and secure software tools available to CPA firms. Our tax software is provided by the largest developer of such software in the world. Our clients have the ability to securely upload and download documents and tax returns through a web portal, and can electronically sign tax returns and other documents, providing them with the convenience of never having to physically sign paper forms.
Our Tax Services
- Complex entity design, structure and compliance
- Estate and trust planning and compliance
- International tax
- IRS representation
- State and local taxes
- Business restructuring to maximize tax benefits
Learn more about the fun approach WhippleWood advisors bring to your tax preparation services. Look forward to meeting with your CPA.