Tax Planning and Advisory
Tax Accounting, Preparation and Planning
Our tax advisors have extensive expertise in tax accounting, preparation and planning. This expertise places us in a unique position to partner with you at all phases of your business and personal journey.
We will help you achieve your best results by developing a comprehensive strategy and action plan based on your needs and objectives.
A sound tax and estate plan will assist you in creating, growing and protecting your wealth. We meet with our clients proactively and on a regular basis so we can look to the future, anticipate their needs, avoid surprises and deliver long-term, sustained value.
What We Do
Build Your Foundation
Realize Your Potential
Establish Your Legacy
- Business Formation and Choice of Entity
- Taxable and Tax-Exempt
- Business Licensing
- Individual Income Tax Preparation and Planning
- Business Income Tax Preparation and Planning
- Multi-State Planning
- Tax Planning
- Trust and Estate Accounting and Tax Preparation and Reporting
- Family Wealth Planning
- Grants and Tax Credit Opportunities
- Management Planning and Advisory Sessions
- Sales, Mergers and Acquisitions
- Succession Planning
- Retirement Planning
- Trust and Estate Planning
- Charitable Trusts and Donor Advised Funds
- Gift Planning/Gift Tax
- Private Foundations
Ready to learn more?
We're here to help! Contact us about our Tax Planning and Advisory services.
![Johnathan-Headshot-Updated headshot of Johnathan](https://www.wellscoleman.com/wp-content/uploads/2015/06/Johnathan-Headshot-Updated.jpg)
Johnathan G. Orrock, CPA
Partner, Tax
![Joe-Bugg-Headshot Joe-Bugg-Headshot](https://www.wellscoleman.com/wp-content/uploads/2015/06/Joe-Bugg-Headshot.jpg)
Joe Bugg, III, CPA
Partner, Trusts and Estates