Tax services

Tax preparation grounded in organized information and clear communication.

Professional support for individual and business tax compliance, plus paid planning when substantive analysis is needed.

Individual Tax Preparation

Starting at $450

Federal and applicable state return preparation based on the complexity, completeness, and quality of records provided.

Starting at $1,200

Preparation for qualifying business entities, with scope confirmed after reviewing entity type and accounting readiness.

Starting at $400

Paid substantive analysis for specific tax questions, decisions, and planning opportunities.

Starting at $1,250/year

Proactive annual planning designed around the owner, entity, estimated taxes, and significant decisions.

Important scope note

No specific refund, tax outcome, or tax savings is promised. Tax services begin only after scope and responsibilities are documented.

You do not need to select the service yourself. WMA can review your needs and recommend the appropriate next step.