Our Services

Tax Compliance

Preparation of Individual, Business, Not for Profit and Fiduciary Tax Returns

Tax Consulting

Advice on tax collections, payments and tax reduction strategies. 

Tax Planning

Advice on strategies to minimize tax liabilities for clients.

In the past five years, Congress has passed various tax bills, three of which have significantly changed the way we do business. W3 stays current with the tax law to assist clients to take advantage of the tax schemes that make economic and business sense. Most recently, the 2003 Act has enacted 50% depreciation bonus and $100,000 first year depreciation provisions to spur business formation and growth. W3 works with clients to bring these provisions into their everyday practice.

W3 also specializes in transactions that are unique, one time financial transactions like the sale of rental or business property, the purchase of and formation of a new business, or the retirement of an individual with decisions regarding pension distribution strategies. Be it individuals or business, the aim of W3 is to bring the most to our clients’ tax plans and get favorable results.

Tax Projections

Preparation of expected tax liability for end of year or other periods.

Financial Statement Preparation

We deem it very important to capture and properly categorize all financial transactions that effect our client business on a monthly basis. Based on our review of these financial statements, we provide our clients on both short and long term strategies. As professionals we strive to convert the "financial numbers" into words.

Tax Controversy

We provide representation for clients before the IRS or State, regarding appeals, examinations or collections.

Compiled/Reviewed Financials

Your financial statements are compiled/reviewed by a CPA. This is normally followed by an analysis of rations and trends that focus on bench marking the health of our client's business.

Business Plan Assistance

Preparation of financial and business proposals for use in business plans for both new and existing businesses.

Personal Financials

Preparation of Financial statements for individual used by banks and other institutions.

Business Formation & Operation

Analysis of various business choice to assist client in selecting the most desirable options.

Medical Practice Consulting

Consulting medical companies and professionals regarding the operational, financial and structural aspects of their business.

Financial Planning

Preparation of strategies to assist clients in meeting financial goals

The financial planning process is one of defining goals and developing personal and business strategies to be implemented in a systematic and continuous manner. The goal setting process is primarily focused on six general areas: retirement, investment planning, tax planning, educational planning, estate planning, and net worth/cash flow analysis.

W3 has extraordinary expertise with financial plans for business owners who must include business planning decisions, employment benefits designs, and employee compensation planning, along with the traditional areas of financial planning.

The ability to bring these skills together for the benefit of our client makes W3’s process uniquely suited for the clients we serve.

Investment Advisory

Assisting clients in investment and asset allocation decisions.

**Call our office today for a confidential review and assessment... you will be glad you did.