Effective Solutions for Tax Issues

ESTATE PLANNING

Estate taxes can have severe adverse effects on a family's financial security by causing the unnecessary sale of a home, business or personal assets The Wise Accounting Group, LLC can help you preserve your assets by:

  • analyzing an estate plan for its tax ramifications and suggesting options that could reduce income, estate and gift tax liabilities
  • advising business owners on succession planning
  • advising personal representative and assisting attorney with accounting services for an estate or trust
  • preparing estate tax returns and fiduciary tax returns (for trusts and estates).

TAX CONTROVERSY SERVICES

Our firm has an in-depth knowledge of the Internal Revenue Code and its application. If you are a non-filer with an assessment notice from the IRS or state or local taxining authority, we will negotiate the best possible outcome which may include:

  • filing an Offer in Compromise
  • negotiating terms of an installment agreement
  • arranging for withdrawal of federal and state tax liens
  • negotiating the release of IRS, state of other wage or back garnishments
  • preparing and filing delinquent tax returns for individuals, businesses and other taxpayers

BUSINESS FINANCE & ACCOUNTING

The Wise Accounting Group, LLC offers substantial business knowledge gained from working with a wide variety of companies ranging from one-owner to larger corporations. Our relationship doesn't stop at the end of "tax season". We offer our clients ongoing consulting and financial services, such as:

  • advice regarding forms of business organization or reorganization and their tax implications
  • analysis of the tax consequences of business acquisitions or dispositions
  • budgets, forecasts, and other special reports and analyses for management decision-making
  • accounting and tax services for real estate, business and investment syndicators

FULL SERVICE ACCOUNTING 

The Wise Accounting Group, LLC offers more than 50 years of experience servicing:

  • individuals
  • corporations & partnerships
  • trusts & estates
  • strategic business planning
  • tax compliance
  • bookkeeping services
  • research and advisory services
  • estate planning & fiduciary taxation services
  • reviews, compilations, andagreed-upon procedure reporting