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At W3 Financial Group, we are always up to date on the latest tax laws and procedures, enabling us to take a proactive approach when it comes to providing you with the best and most complete tax services available. We can easily identify key tax planning opportunities to minimize your current and future tax liabilities.
Our CPAs utilize the latest, state‐of‐the‐art tax preparation software and tax research resources to ensure the precise, accurate preparation of your returns. We provide both individual and business clients with expert tax counsel and advice throughout the year.
We offer a full line of tax services for individuals and businesses, with the ultimate goal of easing your tax burden and taking the complexity out of preparation and filing.
Our team of CPAs, business valuation analysts, and staff accountants love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.
We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.
Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.