Targeted, proactive tax strategies
No matter if it’s local, state, federal or international, the tax environment is complicated. Wipfli’s tax advisory services combine our tax law knowledge with decades of experience to help you balance compliance and strategic advantage.
Bring clarity to complex tax issues
Tax compliance is essential to managing risk and protecting value. As tax laws continue to evolve, it can be difficult to clearly identify not only where your exposure lies, but also where strategic opportunities exist.
Our wide range of industry experience and national presence gives us deeper insight into the regulations, incentives and planning strategies most relevant to you. We closely monitor tax law changes so you stay informed and prepared to address their impact. And if the IRS raises questions, our team provides experienced support — from responding to notices and audits to defending your position — so you can move forward with confidence.
Get planning tailored to your needs
Effective tax support shouldn’t end with tax preparation. Wipfli looks beyond tax returns to offer proactive, year-round planning guidance. We focus on building strong relationships, looking at the full picture of your finances or organization and building a plan that aligns with your desired tax position and financial goals.
Maximize your opportunities
Tax credits and incentives can be powerful tools for reducing your overall tax liability and increasing cash flow. But navigating the ever-changing rules, eligibility requirements and documentation standards can be complex — and missing opportunities can mean leaving money on the table.
Wipfli has extensive experience in helping clients in a wide range of sectors maximize credits and incentives, including working on over 970 R&D studies, 205 energy credit projects and 710 cost segregation projects within the last two years alone. We’re ready to provide the guidance you need to confidently identify, pursue and secure the opportunities that bring meaningful financial impact.
Explore our tax advisory services
Strategic tax services
From tax planning and strategy to tax accounting, Wipfli delivers comprehensive solutions to individuals, businesses and nonprofits.
State and local tax services
State and local tax complexity can create costly risk if left unmanaged. Discover how Wipfli’s SALT advisors help you stay compliant, minimize exposure and plan with confidence.
Tax credits and incentives
With deep knowledge of R&D tax credits, cost segregation, opportunity zones and other incentives, Wipfli helps you capture opportunities while staying compliant.
Energy tax advisory
Maximize energy tax incentives while managing risk and compliance with confidence. Learn how Wipfli’s energy advisory services help organizations turn complexity into strategic opportunity.
International tax services
Wipfli’s international tax services can help your organization optimize tax strategies and maintain compliance while supporting sustainable, cross border growth.
Estate and gift planning
Build a tax and wealth strategy that protects what you’ve built and supports what comes next. See how we help clients protect, grow and transfer wealth with purpose.
Why Wipfli?
With deep tax law knowledge and decades of hands-on experience, Wipfli’s tax consultants help you navigate the tax landscape confidently and achieve your goals.
Our tax practice includes more than 570 professionals — including licensed attorneys, former field auditors and IRS enrolled agents — and we serve clients across a wide range of entity types, from C-corporations and pass-through entities to nonprofits.
Whether managing highly complex entity structures or individual returns, our extensive experience helps give you the clarity, confidence and foresight you need to minimize exposure while maximizing opportunities.
What our clients are saying
Our team
Valerie K. Fedie
Valerie Fedie provides research and development tax consulting services to help clients maximize available R&D credits. Since beginning her career in 1997, she has focused on planning and executing R&D tax incentive projects, as well as supporting federal and state audits. Valerie works closely with clients to identify qualifying activities and documentation strategies that strengthen claims and capture available benefits.
Tiffany Kuntemeier, CPA, CSEP
As a tax partner, Tiffany Kuntemeier specializes in working with individuals, partnerships, closely held businesses, trusts and estates to assist with tax planning, compliance, accounting and consulting. She works closely with business owners, fiduciaries and business management to understand their business procedures, industry and company or family. Tiffany is committed to helping clients reach their financial goals.
Andrew Seifert
Andrew Seifert is a partner in Wipfli’s national tax office. Since joining the firm in 2015, he has focused on complex federal and multistate corporate and partnership tax matters, including compliance, accounting methods and mergers and acquisitions. Andrew works with clients to address challenging tax issues and provides technical guidance across the firm. He also serves as an adjunct faculty member in the University of Minnesota’s master of business taxation program.
Magnolia Mabel Movido, J.D., L.L.M., E.A.
Magnolia Mabel Movido, J.D., L.L.M, E.A. heads Wipfli’s International Tax Practice. Magnolia advises our individual and corporate clients on U.S. internal tax implications of their U.S. inbound or outbound transactions. She also handles complex structuring and tax planning projects. Magnolia’s prior experience includes managing the global tax compliance and reporting for middle market to Fortune 10 companies, which involved launching businesses into new territories, identifying and mitigating risks for foreign entities, and ensuring compliance with local laws. She has experience in transfer pricing and working with global teams in more than 150 countries.
Craig A. Cookle, CPA
Craig Cookle leads the firm’s state and local tax practice and brings more than 35 years of SALT experience. He advises clients on multistate tax strategy, audit defense, nexus studies, voluntary disclosures and sales and use tax matters. In addition to managing the SALT practice, Craig serves as a relationship executive on key accounts. He works closely with clients to identify tax savings opportunities and resolve complex state and local tax issues efficiently.
Tax advisory services FAQ
What are tax advisory services?
Tax advisory services, or tax consulting services, refer to the guidance offered by professionals to help individuals, organizations and businesses strategically manage their tax obligations. In addition to tax preparation, these services can support other critical areas such as tax planning, credits and incentives and estate and gift planning.
What types of tax advisory services does Wipfli offer beyond compliance?
Beyond tax compliance, Wipfli’s tax advisory services provide support for the following:
- Tax strategy and planning: We offer proactive planning support for federal, state, local and international tax needs, including entity structuring.
- Tax credits and incentives: Our experienced team can help you maximize tax opportunities, including cost segregation studies, energy credits, opportunity zones and R&D tax credits.
- M&A tax advisory: We help you navigate the tax implications of your M&A with support for pre-transaction planning, post-close structuring and services, and tax due diligence.
Can Wipfli assist with international tax issues if we expand globally?
Wipfli’s international tax and global expansion services can help your organization expand your global footprint. For U.S. organizations expanding abroad or foreign organizations entering the U.S., we offer services including:
- International tax consulting and compliance
- OECD Pillar 1 and 2 implementation
- Cross-border withholding tax analysis and legal entity rationalization
- U.S. tax filings for outbound operations and foreign entities
- Global mobility
- Foreign direct investment advisory
- Net CFC tested income (NCTI)
- Quantitative analysis and transfer pricing
We also maintain our Allinial Global membership that connects us to firms worldwide and helps us provide additional support and resources for clients with international challenges.
How does Wipfli help ensure the secure handling of sensitive data for clients?
Wipfli prioritizes the secure handling of all our clients’ sensitive data, reviewing our systems and maintaining rigorous internal security protocols to help safeguard your information. We carefully vet third-party vendors, reviewing their SOC reports and compliance with industry-leading security practices to help ensure they meet our strict standards. Additionally, Wipfli has passed our SOC examination, reflecting our commitment to maintaining strong controls around data security.
Let’s talk about how Wipfli can meet your tax needs.
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