Tax Services

Our tax experts proactively identify the best possible route for your organization to avoid tax setbacks and achieve the lowest minimum tax.

How Can We Help?

Submit the form below to let us know how we can help with your individual or business tax needs.


Expert Tax Counsel and Advice

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.

Our Services

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.

Individual Tax Services

At W3 Financial Group, tax season starts in the previous year. We take that opportunity to assess your current situation, explore tax saving options, and put a plan together so that when your return is prepared, there are no surprises. Even when Congress passes a law late in the year, we’re on top of it and update your tax plan accordingly.

Business Tax Services

Our tax professionals have years of experience working with small businesses and medical practices to make the tax reporting process as simple as possible. Whether your tax situation involves months of planning and multi-state returns, or you run a business out of a single location, we can ease the burden and complications of business taxation.

Estate & Trust Services

Our team of estate planners is knowledgeable and up-to-date on the latest tax laws and policies. We will work with you and your attorneys to develop an estate plan tailored to your specific goals, such as the orderly transfer of assets to your beneficiaries, security for your spouse, elimination or reduction of taxes, or continuity and succession of business ownership.

Meet Our Accounting Team

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.

Meet the W3 Financial Group accounting team.

Explore Our Process

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.

Build a Complete Financial Picture

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.