Offering Peace of Mind Tax Services

Let us take care of your annual tax filing compliance issues. 

Our upfront, all-inclusive price covers the following:

Federal & State Taxes

• Prepare BOTH personal and business tax returns & tax estimates

• Set up quarterly tax estimates (as needed)

•  Inclusive, unlimited communication with us

• If Audited, we provide full representation at no additional charge

• Respond to any tax notices in regards annual tax returns

• Notification of any applicable tax law changes

Tax Strategy Planning

We believe in a straight forward approach that involves looking ahead to plan a tax strategy that works for you and your business.  It is vital that your Operational Planning and Tax Strategy work together.  You want to reduce your tax liability as much as possible, but also be able to prove on paper your financial strength to potential lenders or buyers. It is a process that involves forethought and keen insight to choose a strategy that is in line with your company’s vision for the future.

Estate Planning

Maintaining value inside of an estate requires understanding of sophisticated tax code. Through our Estate Planning Department, TWP works with it's customers to understand their goals and devise an appropriate plan to achieve them.