Planning and oversight form the backbone of effective business tax services. The Wiss approach begins with rigorous tax planning, evaluation of optimum strategies and then continual monitoring of the plan. This same approach is followed for personal tax services, with particular attention paid to individual objectives while also considering business, estate and succession issues.
When the time comes to evaluate effective estate planning, we work in concert with you and other professional advisors to develop a wealth management plan that fulfills your goals within your lifetime or for future generations. We also offer counsel on available strategies for business continuity or guidance in preparation for the transfer of your assets to the next generation.
Each Wiss client is assigned a dedicated tax team that fully comprehends their business or individual needs. A Wiss client is comfortable knowing that their tax team is well-versed in the unique needs and objectives of their organization to ensure that business and personal goals are effectively met.
As a trusted business advisor, we develop an intimate understanding of our client’s needs and offer specialized services that enable you to fully evaluate and understand how to minimize tax obligations. By simplifying the complex, we lay the foundation for execution of a plan that considers all aspects of the tax law.