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Your number one CPA firm in South Lake Tahoe, CA

Wulstein Financial Services is South Lake Tahoe's go-to firm for all tax and accounting needs. We are a full-service CPA firm servicing South Lake Tahoe and the surrounding areas, and employ only the best of the best accountants. We offer a full array of accounting services for those residing or working in the South Lake Tahoe area.

South Lake Tahoe CPS Firm for Tax Management Services

We offer many different services that our clients can take advantage of. Those services include Tax Management Services, International Taxation, Financial and Retirement Planning, Financial Projections and Forecasts, Advisory Services, Estate, Trust Planning and Tax Preparation as well as IRS Representation and Business Valuation. This wide array of services encompasses the financial needs of our current and prospective clients.

When it comes to Tax Management Services, we know the ins and outs of the federal tax code, the California tax code, and the local South Lake Tahoe tax codes. All of the different tax rules and regulations can seem quite overwhelming, but our dedicated team of certified South Lake Tahoe CPA tax professionals is knowledgeable and up-to-date on the rules and regulations, which allows us to optimize your tax planning and make sure you are keeping every dollar you should. We are also proud to offer you our international tax services. We understand the ins and outs of conducting business overseas. We can help you maximize your tax savings on the international landscape.

We will also be standing alongside you if you ever find yourself needing representation against the IRS. We will help you receive all the answers to the questions that the IRS needs answered. Our team can remove the worry that an IRS audit can bring. Our team will walk you through the red tape and help you navigate the complexities that the IRS often presents, something that not all South Lake Tahoe accounting services will offer.

South Lake Tahoe Business Valuation

Are you planning to sell your South Lake Tahoe business someday? We are skilled in valuing your business, which is helpful when you start to plan for the future. Valuing a business is a smart move in several different areas. We will work with you to ensure that you know exactly what your business is worth and that the price you receive from a sell with reflects that work.

This can also be helpful when planning to split or dissolve a business as well and if you are looking to acquire a new business we can provide detailed reports on what the future of this business should look like.

South Lake Tahoe Accounting Services for Financial and Retirement Planning

Financial and retirement planning are cornerstones of our service menu. We understand the importance of financial and retirement planning. Not only proper planning, or lack thereof, affect the future but it also affects the present.

Unfortunately, not all South Lake Tahoe, CA accountant firms will have your best interests in mind. Our goal is to protect your current finances while striving to build the nest egg that will sustain your plans and legacy. This is why estate and trust planning, as well as the tax preparation that goes along with it, is one of the accounting services that we offer to you. When you have significant assets, you want to be sure that they are protected and will be disbursed to the correct parties at the correct time.

Time and time again we have worked with clients who have chosen us for their estate and trust planning needs. We understand the tax law insofar as it pertains to these matters and we will do the best to maximize the impact that your business or finances can have in the future. This is just one of the reasons we put an emphasis on knowing how to value a business. Estate planning can oftentimes involve splitting up a business after a death has occurred, passing down a business, and/or dissolving a business in the future.

If you are searching for South Lake Tahoe, CA accounting services that are knowledgeable and tireless in their efforts, now is the perfect time to give us a call. One of our skilled professional CPAs will sit down with you and assess your needs as it refers to tax matters and financial planning.

Our goal is to provide quality and experienced accounting services in South Lake Tahoe, CA for all of our clients. Get in touch with us directly by calling 530-542-3722 or by emailing