Tax Service

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Tax Service

 

 

 

 

Most of the decisions to reduce taxes cannot be made after the end of the tax year.  Tax planning is a year long process.  By working with our clients on a monthly basis we are able to reduce their taxes.  At WPH our tax planning and preparation consist of the following year around procedures:

  • Review of monthly financial statements with tax planning in mind.
  • Year around monitoring of tax law changes.
  • Year end tax planning with checklists and projections two to three months prior to the end of each client's year end.
  • Preparation of an unadjusted year end statement, which is used as a tax planning tool to maximize all legal deductions.  We then prepare a second finalized year end statement.
  • Personal tax questionnaires are mailed out at the close of the tax year to guide you in assembling all the required information.
  • All returns are processed through a state of the art computer tax system designed to provide a total review.  Not only are the calculations rechecked electronically, but the system initiates a process confirming the accuracy of your return.
  • A final review is then done by the professional manually.  Rest assured, our professionals strive to produce a tax return that reflects the lowest tax entitled - mathematically correct, technically correct by law and with total confidentiality.  Only then do we give our signature of approval.