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Tax Management Services

At Wulstein Financial Services, we guide our clients through a full range of tax planning strategies and tax reduction strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize

Tax savings and take advantage of financial opportunities found in existing as well as recently altered tax laws. As CPAs and tax managers, we are knowledgeable and up to date on all current tax laws and can make sense of your receipts, bills and notices.

Our complete tax management services include monthly meetings to answer your financial questions and quarterly tax analysis to ensure you are on track. Investments, rentals, and business structure all offer tax savings potential, and we make sure you understand all your options. We’ll give you our best advice, but the decision is always yours.

Get control of your finances and taxes and learn how to lower your taxes. Some options for individuals include:

  • Charitable Giving
  • Health Savings Accounts (HSAs)
  • Roth IRAs
  • Municipal Bonds
  • Home ownership
  • Retirement plans

Another significant source of tax savings is capital assets. Almost everything you own and use for personal purposes, pleasure or investment is a capital asset. The IRS says when you sell a capital asset, such as stocks, the difference between the amount you sell it for and your basis, which is usually what you paid for it, is a capital gain or a capital loss. While you must report all capital gains, you may deduct only your capital losses on investment property, not personal property. Accounting and planning for the sale and purchase of capital assets is usually a very complicated matter, so please contact us to receive the professional CPA advice you deserve.

As expert tax accountants, Wulstein Financial Services reviews all your opportunities to reduce taxes legally. When you save money on taxes, you have more money to put toward your business and life goals.