Tax Services

Related Services: Cost Segregation, Wealth Accumulation

What’s different about TravisWolff’s tax services? Simply put, it’s our measurable results. For more than 40 years, the professionals at TravisWolff have worked side-by-side with individuals and businesses to ask the questions that lead to success.

New! Check out our recent article on Roth IRA Conversions and our Roth IRA Conversion Questionnaire. 

Reaching your financial goals starts with taking a serious look at your situation. We talk with you about upcoming life events to help determine the most appropriate plan for accomplishing your goals.

And, if you don’t yet know where you want to be financially in the next 5, 10 or 20 years, we can assist you with that too.

Tax and Financial Planning
We believe planning is key to maximizing tax savings opportunities. The decisions you make today affect your impending tax consequences. We’ll work with you now to make important changes that positively impact your future.

Tax Management Services
We help you prepare for the next year’s tax return before it’s time to put pencil to paper. We focus on helping you keep more of what you earn. And for businesses, we’ll help manage payroll, franchise, and sales taxes.

Entity Selection
LLC? LLP? LP? C Corporation? S Corporation? Selecting the proper entity type for your business is an important decision – one that affects your entire tax outlook. If you are a new business owner or a veteran whose business objectives have changed, it’s critical that you choose the best entity vehicle for your goals. We help clients weigh the pros and cons of options and discuss potential immediate and long-term tax consequences.

Tax Controversy Services
When it comes to tax controversy, no one wants to face the IRS alone. We specialize in a broad range of tax controversy issues. Our in-depth knowledge and understanding of the IRS and its policies enable our professionals to skillfully represent clients. We supervise the audit process, negotiate settlements, and work to provide viable solutions for individuals managing severe IRS consequences.

Tax Services
Our tax services include:
 

• Corporate, partnership, and individual tax planning, counseling, and preparation
• International, federal, state, and multistate tax services
• Sales tax, franchise tax, and payroll tax services
• Wealth preservation, trust, and personal financial planning services
• Retirement and estate planning
• Estate administration, including estate tax strategies
• Tax implications of transactions
• Representation before tax authorities
• Tax fraud
   

Related Bios: Kenneth B. Travis, Perry Kaufman, William A. Barnard, Edward B. Creager, Geoffrey Gunn, Jerri Hammer, Kenneth W. Kay, Brad T. Marckx, Hunter Nibert, Kevin S. Petermann, Edward L. Rishebarger, Janet M. Smith, George H. Spencer, Janet E. Stigent-Burns