Tax

Wipfli Knowledge Portal

Wipfli’s comprehensive, online tax solution platform

Gain access to the tax expertise you need — when you need — it through Wipfli’s Knowledge Portal.

Spend more time building relationships with your clients and less time researching tax topics by getting the answers you need through Wipfli’s Knowledge Portal.

Our digital platform gives you immediate access everything you need to know about today’s increasingly complicated tax rules and regulations.

Have a specific question? Input your keywords to search our online database of hundreds of answers.

Need to dig deeper into a complex issue? Submit a knowledge request – and its level of urgency -- to our team of professionals and we’ll answer your most complicated questions.

Access the knowledge you need to serve your clients through two methods:

Content search

Enter your keywords in our search bar and we will immediately deliver accurate responses. If the results are too broad, you can narrow search results based on categories or by specific document type (articles, tools, templates, etc.).

Knowledge requests

If you have a deeper need, you can submit specific knowledge requests to subject matter specialists based on industries and specialized practice areas. We deliver the answer electronically, in a memo style format, so you can easily save and add to your client’s file.

Deep, specialized knowledge

With more than 2,400 associates, we have a breadth of knowledge and the flexibility to develop specialized knowledge in the following:

Industries

  • Manufacturing
  • Agriculture
  • Construction and real estate
  • Dealerships
  • Financial institutions
  • Healthcare
  • Restaurant
  • Nonprofits and governments
  • High net worth
  • Insurance

Specialized practice areas

  • Accounting methods and periods 199A
  • International
  • IRS controversy
  • Nonprofit
  • Specific entity types (partnerships, C corporations, coops)
  • State and local taxes
  • Tax Credits and Incentives
  • Succession planning
  • Mergers and acquisitions

New information added regularly

Our team is constantly producing and publishing new content. The more questions you ask, the more knowledge we build into our system. You can also sign up to receive new notifications when new content is released in your favorite Industries or specialized practice areas.

Let's get started

Please provide your contact information below to start the process to gain access.