Our Approach
At Weissgarber CPA PC, we take a proactive and personalized approach to tax services. An effective strategy begins with understanding your financial landscape, your goals, and the decisions ahead.
Our work extends beyond accurate filings. We provide clarity, structure, and forward-looking guidance so you can move through each year with confidence.
By serving a select group of individuals, families, and business owners, we deliver thoughtful advice that supports smarter decisions today while preparing you for what comes next.
What Sets Us Apart
We combine technical expertise with a highly personalized service model. Clients work directly with their advisor, creating continuity, accessibility, and a deeper understanding of their financial picture.
Our firm intentionally maintains a limited client capacity so we can prioritize responsiveness, preparation quality, and strategic insight rather than high-volume transactional work.
We are best suited for individuals and business owners who value experienced guidance, proactive planning, and a long-term advisory relationship.
What We Do
Tax Planning & Consulting
Tax planning goes beyond filing. It’s about anticipating opportunities and challenges throughout the year and making decisions that align with your goals. Our planning services help you evaluate scenarios, manage income and deductions, and implement strategies that reduce liability and support long-term growth.
Whether you’re optimizing cash flow, timing income, or planning business transitions, we partner with you to design a thoughtful financial path.
Tax Preparation
Our tax preparation services are designed to ensure accuracy, compliance, and completeness. We handle complex individual and business tax returns with meticulous attention to detail, applying our deep understanding of the tax code to optimize outcomes and minimize risk.
We prepare returns that are well-supported, transparent, and aligned with your broader financial picture.
Specialized Advisory Areas
We also assist clients with:
Equity compensation planning (RSUs, stock options, ESPPs)
Real estate and rental tax strategy
Multi-state tax guidance
Business owner tax optimization
IRS notices and representation
Entity structure evaluation
If your needs extend beyond routine preparation, we can integrate them into a cohesive strategy.
The Client Experience
We take a thoughtful, advisory-driven approach to every engagement. Our work is grounded in the belief that effective tax strategy begins with understanding the full context of your financial life and aligning each decision with your long-term objectives.
A Deliberate Start
Each relationship begins with a brief introductory conversation to understand your situation, priorities, and complexity. This ensures our firm is positioned to provide meaningful guidance and deliver the level of service our clients expect.
A Structured and Secure Process
You will receive access to our secure client portal, along with a personalized tax organizer, providing an efficient, confidential way to gather information and giving our team the insight needed to identify planning opportunities early in the process.
Preparation Informed by Strategy
While accurate preparation is essential, our work does not stop at filing. Every return is approached with a planning mindset, allowing us to evaluate decisions, surface potential opportunities, and help you remain proactive rather than reactive.
Clarity Through Review
After your return is complete, we provide the opportunity to review the results together, address questions, and discuss considerations that may impact future years. These conversations often serve as the foundation for more intentional tax planning.
Ongoing Access and Guidance
As a client, you have access to our team throughout the year for tax planning, advisory conversations, and timely guidance as your financial life evolves. Whether evaluating a major decision or navigating unexpected complexity, we are here as a trusted professional resource.
To maintain a high level of responsiveness and personalized attention, we intentionally limit the number of clients we serve.
Ready to Start the Conversation?
Contact us to discuss how our services and approach can support your financial goals.