Individual Tax Planning & Preparation

The hardest thing in the world to understand is the income tax. This is too difficult for a mathematician. It takes a philosopher.

Albert Einstein

The key to taking advantage of opportunities for minimizing or avoiding tax exposure is proper tax planning. The professionals at Welgaard have the knowledge and depth to work with you to develop a personal tax plan tailored to meet all of your tax and financial goals, in language you understand.

Don’t just react to taxes once the year is over. Because we are always up to date on the latest tax laws and procedures, we are able to take a proactive approach when it comes to providing you with the best and most complete tax services available. Our team can identify key tax planning opportunities in all of your financial decisions throughout the year to minimize your current and future tax liabilities. We can help you preserve the equity you have worked so hard to build.

Beyond tax return preparation and compliance, we are prepared to recommend tax-saving strategies and serve as your advocate in tax matters.

Our individual tax planning & preparation services include:

  • Tax return preparation
  • Strategic tax planning
  • Review tax withholding
  • IRS and other tax agencies audit representation