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Tax Preparation & Planning

If you are interested in having a relationship with tax professionals that goes beyond the annual preparation of tax returns – KWG Advisors is your firm.  We are committed to providing you with the year-round support you require. We work with you to tailor a tax plan that satisfies your personal or business requirements, educating you along the way – so that you understand the concepts that we are implementing and the why. The Tax Code is complicated, complex, and at times contradictory – our goal is to ensure comprehension by conveying in plain English how changes in the code, or in your life, will impact you, your family or your business.

In addition to being overly complex, the tax code continues to ‘evolve’ which requires consistent monitoring of tax related developments coming out of Washington DC or our State Capitol(s). We stay on top of these changes and will communicate the impacts to clients as necessary or on demand, through Quarterly Tax News Letters or Targeted Mailings or Emails.

Our cost? Competitive. We are in the business of creating value for our clients, providing each client with the expertise that they require from their tax professionals.

Tax Services include:

  • Preparation of federal & state – individual, partnership, and corporate returns
  • Tax planning
  • Business entity tax analysis
  • Representation at tax examinations