Tax Strategies and Preparation

Tax compliance can be challenging for companies. For the larger, established ones, it can often burden in-house staff with specialized tax compliance demands that take the focus off of other vital finance department tasks. For the smaller firms, misunderstood tax saving opportunities can be the difference in a company’s success.

The professionals at Wegmann Dazet can scale a solution for your business to address the compliance needs of corporations, partnerships, and other business entities. Our services can be tailored to leverage your resources to maximize your tax department’s strengths and minimize the impact on company resources.

For privately held companies, our team provides services including compliance, sophisticated estate planning and business succession planning. Our experienced professionals advise clients on income, estate, trust, cash flow, retirement, personal insurance and charitable planning, in addition to preparation of tax compliance associated with family planning structures.

When it comes to tax planning, Wegmann Dazet offers a distinct level of service and attention. When our clients explain their challenges, our professionals stop and listen. We use that information, combined with our deep industry and technical experience, to share meaningful insights and to craft tailored tax planning ideas. Dedicated to serving as proactive advisors, our tax professionals offer a personal touch. Clients need more than technical guidance from their service advisors. They need a firm that combines technical knowledge with a personal commitment to client service and a unique understanding of client needs.

Wegmann Dazet’s tax professionals possess an in-depth knowledge of the intricacies of a full spectrum of tax services. We stay on top of the latest regulatory updates-and we help our clients understand how they may be affected by these changes. Committed to maintaining close communication with our clients, we publish and distribute a variety of tax publications to clients on a timely basis. In addition, we can leverage the resources of tax professionals worldwide through the BDO International network.

Click below for assistance with:
Tax Planning & Preparation
International Tax Consulting
Estate Planning – Gift, Trust and Charitable Giving
Representation Before the IRS / Tax Authorities