Business and Individual Tax Preparation

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 Targeted Mailings or Emails.

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.