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
Featured Solutions
Tax Planning and Preparation
 
Gift and Wealth Transfer Planning
 
Family Office Services


Contact Us


Contact us to find out how Wipfli can help you meet your wealth objectives.



Kathleen Poff, Manager

Kathleen Poff has over 20 years of experience working directly with and managing family offices. She works side-by-side with her clients as a valued business advisor and professional consultant. View Profile

Kathleen can be contacted at (952) 548-3322 or email her at kpoff@wipfli.com.

Tom Kleinschmidt, Partner

Tom Kleinschmidt has worked with a broad range of family-owned businesses and their owners for over 25 years, maximizing the tax advantages and benefits available to them.  View Profile

Tom can be contacted at (952) 548-3324 or tkleinschmidt@wipfli.com.