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Tax Services


At WealthCo Financial Group, LLC we take a proactive approach to tax services and believe planning is a key factor in proper tax preparation. Keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities to minimize current and future tax liabilities. We provide taxation expertise and knowledge all year long.

We provide assistance in the following area:

  • Individual Tax Return Preparation
  • Business Tax Return Preparation
  • Tax Planning for Job Changes
  • Stock Option Consulting
  • Tax Aspects of Asset Protection Planning
  • Tax Reduction Recommendations
  • Timely Answers to your Tax Questions
  • Trust, Gift, & Estate Tax Return Preparation
  • IRS Representation for Audits & Appeals
  • Expert Testimony in Legal Proceedings