How we help you
Whether you’re a business looking to strengthen your competitive advantage, a nonprofit looking to stay compliant or an individual looking to preserve family wealth, utilizing the right tax strategy is critical. You need a tax advisor who understands your challenges and your opportunities.
Take a proactive approach to tax planning and strategy.
Stay compliant with complex regulations and changing laws.
Capture all tax opportunities available to you.
Tax strategies to minimize your exposure and maximize your goals
From tax planning and strategy to tax accounting, Wipfli delivers strategic tax services tailored to businesses, nonprofits and individuals. The tax environment can be complex, but our team of tax advisors is here to assist you in navigating it with ease so you can achieve your goals.
Explore our strategic tax services
Turn tax requirements and industry regulations into opportunities to strengthen your business. At Wipfli, we don’t just prepare tax returns. Our tax advisors integrate business thinking into a comprehensive view of compliance, taxation and regulation to develop strategies that meet short- and long-term needs. Our proactive tax planning approach works to defuse problems early, eliminate surprises and convert would-be challenges into opportunities.
We assist with tax planning and compliance, tax accounting, tangible property regulations, business structure and entity planning, and much more.
Tax exemption is a critical support for nonprofit organizations as they work toward achieving their missions. But the regulations are complex and challenging.
Let Wipfli help you stay compliant, reduce risk and capture all tax opportunities available to you. Our high level of strategic consultation delivers the level of support you need to fully understand — and address — the critical tax issues impacting your organization. Whether it’s applying for exempt status, analyzing new revenue streams for unrelated business income or even training your staff, we’re here to help.
Increasingly complex tax codes require a robust tax strategy. We can help instill confidence that you’re making the right decisions to minimize your tax burden and help preserve your wealth. And that’s because our team goes beyond simply reducing your tax burden. We take a proactive approach that reflects the changes in your life, your company and your family.
As one of the top CPA firms in the country, we can help ensure you comply with all complex tax regulations while mitigating your burden and building your future. We assist with strategy and planning around charitable contributions, estate and gift tax, transfer tax, stock option and compensation timing, tax deferral, IRS and tax controversy support, and much more.
Insights and Resources
EVENT | October 8, 2026
Nexus studies and voluntary disclosure agreements: How to manage multistate tax exposure
You could be exposed to state tax liabilities you don’t know about. State tax nexus can be triggered by a single remote employee, inventory stored in a third-party warehouse, or simply crossing an economic sales threshold. This webinar explores two of the most critical — and most frequently misunderstood — tools in multistate tax compliance: Nexus studies and voluntary disclosure agreements (VDAs).
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
Create tax strategies that support your future. Wipfli’s team of tax advisors reduce tax complexity and uncertainty, keep up with changing laws and build a long-term strategy tailored to your organization or personal goals.
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.
