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Tax Planning and Compliance

Services | Tax Planning and Compliance

Proactive Tax Services to Minimize Your Tax Liability

Business owners and executives generally don’t spend much time thinking about the company’s tax situation. Although this is common, it can often put companies in a position where they end up paying more in taxes than necessary. To avoid this outcome, it’s essential to develop a comprehensive tax plan to identify and leverage tax savings opportunities.

The specialists at Wegner CPAs will help you create, implement, monitor and update a comprehensive tax plan to ensure your company is in the best position possible. We work with you to fully understand the big picture of your operations including past activities and plans for the future. Only through this level of understanding can a proper tax plan be implemented that offers value beyond the next tax return. Our team works with companies to provide federal, state and local tax planning services. Each year we help you navigate a seemingly endless amount of new and changing tax regulations to find the best approach for your company.

We Also Provide:

business succession planning

corporate tax planning

income tax projections

investment tax analysis

pension and profit sharing plans

Talk with an Expert

Contact us today to schedule a time to talk about ways we can lighten your tax burden and better achieve your financial objectives.

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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.


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.