Tax PLANNING & PREPARATION
The advice you need & the experience you trust
Check “taxes” off your to-do list with the help of Wealth Enhancement Tax & Consulting Services™.
IN-HOUSE TAX CONSULTING
Specialized tax advice
Our team approach means that you and your advisor will work with an experienced tax professional who is already familiar with the nuances of your financial life. We’ll keep track of the details, deadlines, and ever-changing tax codes so you don’t have to.
Individual tax
• Tax return preparation and planning (federal and state)
• Quarterly estimates and withholding recommendations
• Required minimum distribution calculations
• Foreign tax issues and reporting
• Audit assistance (federal and state)
Trust tax
• Tax return preparation and planning (federal and state)
• Trust accounting
• Trustee fee calculations
• Trust recommendations
• Audit assistance (federal and state)
Estate & gift tax
• Tax return preparation and planning (federal and state)
• Wealth transfer consulting
• Unified credit portability planning
• Charitable giving planning
• Audit assistance (federal and state)
Business tax
• S-Corp, LLC, sole proprietorship, partnership, C-Corp tax preparation and planning (federal and state)
• Partnership allocations
• Entity type recommendations, setup, and maintenance
• Audit assistance (federal and state)
Family foundation
• Tax return preparation and planning (federal and state)
• Setup and administration
• Check issuance (donations and grants)
• Acknowledgment letters (contributions and grants)
• 501(c)(3) status and grant review
COMPREHENSIVE WEALTH SERVICES
Every detail of your big picture
Our nationwide team of financial professionals offer specialty in all core areas, so that we can provide you with comprehensive wealth management – designed to craft every angle of your wealth.
Make the most of what you've earned.
Build the foundation for the life you want.
Keep earning even after you stop working.
Shape your legacy and plan for those you love.
Keep more of what you earn with effective tax planning.
Plan for the certainty of uncertainty.
Our approach
Proactive guidance
Our specialists help verify that you have the advice you need to make informed decisions about your financial life. With your input, we will put those decisions into action and continually monitor your plan for new opportunities to help save you money and time.
All-inclusive fee
Our services are charged as a fixed fee, which means you’re free to contact us with questions without the worry of hourly billing. We believe this enables more open communication and better service.
Certified professionals
Our financial specialists hold highly regarded professional designations, including Certified Public Accountant (CPA) and Certified Financial Planner Professional (CFP®). These qualifications allow our team members to make informed decisions about your taxes and finances.
Get started with tax preparation services
Comprehensive tax preparation services help to support your financial plans throughout the year, not just during tax season. Our team can help you keep more of what you’ve earned and avoid fines or penalties for inaccurate filing. Our wealth management professionals also provide guidance around trust services, retirement income planning, taking care of dependents with disabilities, and so much more. Learn more about our tax consulting services today by scheduling a meeting with our team.
Let's craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
MEET WITH USAdditional individual & family services
Comprehensive wealth management
Preserve what you’ve built. Enjoy what you’ve earned.
Trust services
Simplify the management of your trusts and estate plan.
Business growth & exit planning
Identify best-in-class solutions for you and your business.
About Wealth Enhancement
Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
Insights
Featured wealth planning perspectives
Get the latest wealth management tips and trends from our library of articles and resources.
This material contains general information only, and Wealth Enhancement Tax & Consulting Services, LLC (WETCS) is not rendering business, financial, investment, legal, tax, or other professional advice or services. This material is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. This material is not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed by any governmental taxing authority or agency. Before making any decision or taking any action that may affect your situation, you should consult a qualified professional advisor. WETCS shall not be responsible for any loss sustained by any person who relies on this material. Wealth Enhancement Tax & Consulting Services, LLC is a wholly-owned subsidiary of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.