Tax Planning and Compliance

Taxes don’t have to be taxing.

There’s more to taxes than completing your forms and getting them to the IRS on time.  Businesses and individuals need to reduce their tax burden, now and in the future, while ensuring they comply with all tax laws and regulations.  While most CPAs can file an accurate tax return, it takes a seasoned and successful accounting firm to put together an effective tax strategy.  WBL works with clients year round to understand their businesses and goals, and to take advantage of the new tax regulations as they evolve.


Business owners and high net-worth individuals trust the experience and expertise of WBL’s tax advisors. Our pragmatic approach to tax planning helps to preserve and build net worth and minimizes liabilities, no matter how complex the tax situation.


Businesses need forward thinking tax strategies that take full advantage of the tax law. WBL’s seasoned tax accountants have studied the tax effects of proposed transactions, consulted on retirement plans, designed executive compensation programs, assisted in structuring international operations and represented clients in their dealings with the IRS and state tax authorities.

Our clients include international and multi-state business entities, individuals, foundations, estates and trusts. We have also helped to implement gifting programs and education funding plans, and worked with clients to analyze their retirement needs and estate plans. In short, we help you build wealth by providing solutions that minimize your tax burden.

Estate & Trust

Protecting your family’s wealth takes comprehensive planning.  WBL tax experts will work closely with you to:

  • Develop and implement strategies to minimize estate, gift and transfer taxes.
  • Deliver effective tax compliance services for estates and fiduciaries.
  • Customize solutions to meet your financial goals now and in the future.
  • Integrate many aspects of your financial life through our Family Office Services.

State & Local

WBL helps clients understand the often complex and constantly changing state and local tax laws. Our tax experts also are familiar with the tax credits and incentives that are available in different jurisdictions.  This allows our clients to minimize the risks and cost of interstate business and often gives them a business advantage.