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 planning, compliance and strategic advantage.
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.
Our industry specializations
Insights and Resources
EVENT | November 12, 2026
Maximize your 2026 tax strategy before year-end
Access year-end tax planning strategies worth considering before December 31. As 2026 draws to a close, now is the time to evaluate your tax and estate planning strategy before key year-end deadlines pass. Join our panel of tax professionals for a discussion addressing the questions we hear most often from clients — from managing high- or low-income years to charitable giving and estate planning considering today’s historically high exemption amounts. This webinar offers clear guidance on what to consider before year-end so you can approach these decisions with more information and less uncertainty. We look forward to seeing you there.
EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:00 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This two hour session will provide strategic clarity on key audit, accounting and tax developments to help your institution prepare for 2027 and beyond. Proactively preparing for change helps your institution maintain a competitive advantage. Join us for the context and practical guidance needed to lead your team with clarity and confidence. Save your seat today.
EVENT | December 10, 2026
Year-end tax planning: Strategies, market outlook and opportunities
Is your tax strategy ready for year-end? Join us on December 10 for a webinar on how to proactively manage your tax position/liability instead of reacting after the fact. In this session, we’ll cover: • Proactive tax-planning strategies: Learn practical steps to strengthen your tax position now, including entity structure reviews, deduction planning and timing considerations. • Market signals heading into 2027: Hear how the current economic landscape may shape future financial and tax decisions. • Tax-savings opportunities: Discover anticipated tax incentives, credits and planning strategies you can take advantage of in the new year. Whether you want to reduce your tax burden, plan for growth or simply stay ahead of changing regulations, this webinar will equip you with actionable insights to end the year strong.
Reach out to our team
Whether you’re 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.
Tax advisory services FAQ
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.
LET'S CONNECT
With deep tax law knowledge and decades of hands-on experience, Wipfli’s tax team is ready to help you navigate the tax landscape confidently and achieve your goals.
