Personal Tax Services
Partner with an expert
In addition to minimizing or deferring your income tax liabilities, Wipfli's experienced tax specialists integrate tax planning with your financial objectives providing you with personalized strategic and proactive advice. Wipfli’s tax specialists are also prepared to assist you with settling related tax disputes with federal and state agencies.
- Preparation of annual federal and state tax return filings
- Preparation of quarterly estimates
- Preparation of projections
- Tax planning (income, gift, and estate)
- Dealing with the IRS and state authorities