Tax Services

WHY US?

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