Tax advisory services

From tax planning and strategy to tax accounting, Wipfli delivers comprehensive solutions to individuals, businesses and nonprofits.

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.

With deep knowledge of R&D tax credits, cost segregation, opportunity zones and other incentives, Wipfli helps you capture opportunities while staying compliant.

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.

Wipfli’s international tax services can help your organization optimize tax strategies and maintain compliance while supporting sustainable, cross border growth.

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.

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.

Beyond tax compliance, Wipfli’s tax advisory services provide support for the following:

• Tax strategy and planning: Wipfli offers proactive planning support for federal, state, local and international tax needs, including entity structuring. We look beyond tax returns to offer proactive, year-round planning guidance. We also focus on building strong relationships, looking at the full picture of your individual finances or organization to create a plan that aligns with your desired tax position and financial goals.
• Tax credits and incentives: 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.  
• 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.

For tax compliance, 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.

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, which connects us to firms worldwide and enables us to provide additional support and resources to clients facing international challenges.

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.