Tax Preparation, Planning & Advisory Services
Tax decisions rarely exist in isolation. Compensation, investments, business ownership, major transactions, and changes in where you live or work can all affect the broader tax picture.
Weissgarber CPA combines comprehensive tax preparation with proactive planning and consulting to help clients understand their tax position, evaluate important decisions, and plan ahead with greater clarity.
Tax Preparation
Comprehensive preparation for increasingly complex tax situations
Accurate tax preparation is the foundation of our work. We prepare federal and state tax returns for individuals and businesses, emphasizing technical accuracy, thoughtful review, and a full understanding of the numbers.
Our tax preparation work commonly includes:
High-income individual tax returns
S corporation and partnership tax returns
Multi-state individual and business filings
Investment and stock transaction reporting
Equity compensation, including RSUs, stock options, and ESPPs
Rental real estate and other investment activity
Estimated tax and withholding considerations
Trust, estate, and gift tax matters when applicable
For business owners, we take a coordinated approach to the business and individual tax picture so decisions at the entity level can be evaluated alongside their personal tax consequences.
Tax Planning & Consulting
Understand the tax consequences before decisions become final
Tax planning is most valuable when it happens before year-end or before an important transaction.
Our planning engagements use tax projections, scenario analysis, and technical research to help clients understand how different decisions may affect their federal and state tax liabilities.
Planning may include:
Annual tax projections and estimated payment planning
Income and deduction timing
Equity compensation and stock-sale modeling
RSU, stock option, and ESPP tax considerations
Business owner compensation and entity-level planning
Retirement contribution and deduction planning
Multi-state tax considerations
Major purchases, sales, or other significant transactions
Scenario analysis around changes in compensation, investments, or business activity
The objective is not simply to calculate a tax number. It is to give you useful information while you still have time to make an informed decision.
Equity Compensation & Stock Transactions
Tax guidance for compensation that extends beyond a traditional paycheck
Equity compensation can create significant tax consequences, particularly when compensation, vesting, exercises, stock sales, and withholding occur at different times.
We help clients evaluate tax considerations involving:
Restricted stock units (RSUs)
Incentive stock options (ISOs)
Nonqualified stock options (NSOs)
Employee stock purchase plans (ESPPs)
Concentrated stock positions and stock sales
Estimated taxes and withholding
Alternative minimum tax considerations
Multi-state issues involving equity compensation
Our role is focused on the tax consequences and planning considerations surrounding these decisions. We work alongside your financial advisor or other professionals when you need broader investment or portfolio advice.
Business Owner Tax Services
Coordinating the business and personal tax picture
For closely held business owners, business tax decisions often flow directly into the individual return. Our approach considers both sides together rather than treating the business and owner as unrelated tax engagements.
Services may include:
S corporation and partnership tax preparation
Owner compensation considerations
Estimated tax planning
Entity structure and tax classification considerations
Deductible business expenses and tax elections
Retirement plan tax considerations
Multi-state business activity
Planning around business growth, transactions, or changes in ownership
Coordination between business and individual tax returns
Our business services are focused on tax preparation, planning, and consulting. We do not provide bookkeeping services.
Multi-State & Other Complex Tax Matters
Guidance when your tax situation crosses jurisdictions or becomes more complicated
Remote work, business activity, relocation, investments, and equity compensation can create filing obligations in more than one state.
We assist clients in identifying and navigating multi-state tax issues, including:
Resident and nonresident state filings
Changes in residency
Income earned or sourced across multiple states
Business activity in multiple jurisdictions
Equity compensation with multi-state considerations
State tax notices and related questions
We also assist existing clients with other tax matters that arise throughout the year, including tax notices, technical questions, and defined-scope consulting when appropriate.
A Coordinated Approach
The greatest value often comes from connecting preparation and planning rather than treating them as separate activities.
Preparing the tax return gives us a detailed understanding of your income, investments, business activity, and prior tax positions. That foundation lets future planning start with better information and makes it easier to identify issues before they become surprises.
Our goal is to build long-term relationships with clients who value thoughtful preparation, proactive guidance, and direct access to an experienced CPA.
Looking for a more proactive approach to taxes?
Tell us a little about your situation. We'll review your information and determine whether our services fit your needs.
New client inquiries begin with a brief fit assessment.