Tax Planning and Compliance
Federal, State and Local Tax Services
Strategic guidance for businesses, individuals, and nonprofits navigating an increasingly complex tax landscape.
At Wegner CPAs, tax planning and compliance are about more than meeting deadlines. We take the time to understand your full financial picture, including your operations, goals, and future plans, so we can help you make informed decisions today and plan confidently for what’s ahead.
Our tax team provides federal, state, local, and international tax services designed to reduce risk, uncover opportunities, and support long-term financial stability.
What Makes Our Tax Approach Different
Tax laws and regulations continue to evolve, and so do our clients’ needs. Our approach is proactive and collaborative. We work closely with you throughout the year, not just at filing time, to anticipate changes, evaluate options, and adjust strategies as circumstances shift.
Whether you are running a business, managing personal finances, overseeing a nonprofit organization, or dealing with multi-state or international requirements, our goal is to provide clear guidance and dependable support you can rely on.
Tax Resources and Tools
Our Tax Hub brings together timely tax-season information and practical guidance to support filing and compliance. It includes reminders and resources related to annual deadlines, IRS requirements, and common tax notices, with links to detailed guidance when additional help is needed.
Who We Serve
Businesses
Tax planning and compliance services for corporations, partnerships, and closely held businesses, including income tax planning, state and local tax considerations, and complex transactions.
Individuals and Families
Personalized tax planning that considers income, investments, retirement, estate planning, and life changes, along with annual compliance and filing support.
Nonprofit Organizations
Specialized tax support for tax-exempt organizations, including Form 990 preparation and guidance on compliance and reporting requirements.
International and Multi-State
Guidance for clients with operations, investments, or reporting obligations across state lines or international borders.
Resources
Our tax planning and compliance services include
- Business and individual income tax planning
- Federal, state, and local tax compliance
- International tax planning and reporting
- Estate and trust tax planning
- Retirement and pension-related tax planning
- IRS and state tax representation
- Audit protection and notice support
How We Work With Clients
Our tax engagements are built around clear communication and thoughtful planning. While every client’s situation is different, our process typically includes:
- Learning about your financial situation, operations, and goals
- Identifying planning opportunities and compliance requirements
- Preparing and filing required tax returns and reports
- Providing guidance as tax laws or your circumstances change
We aim to be a steady, trusted resource you can turn to when questions arise, not just during tax season.
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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
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Insights
We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.
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