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 your overall tax picture.
Weissgarber CPA combines comprehensive tax preparation with proactive tax planning and advisory support to help clients understand their tax position, evaluate important decisions, and plan ahead with greater clarity.
New client inquiries begin with a brief fit assessment.
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 income 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 while there is still time to act, whether before year-end or ahead of 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 planning, including RSUs, stock options, and ESPPs
Stock-sale and transaction modeling
Business owner compensation and entity-level planning
Retirement contribution and deduction planning
Multi-state tax considerations
Major purchases, sales, and 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 business and individual tax matters as separate engagements.
Services may include:
S corporation and partnership tax preparation
Owner compensation and retirement plan considerations
Estimated tax planning
Entity structure and tax classification considerations
Deductible business expenses and tax elections
Multi-state business activity
Planning for business growth, transactions, and changes in ownership
Our business services are focused on tax preparation, planning, and consulting. We do not provide bookkeeping services.
MULTI-STATE & 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 tax obligations across multiple states. We help clients understand where they may need to file, how income is sourced, and how the pieces fit together.
We assist clients in identifying and navigating multi-state tax issues, including:
Resident and nonresident state tax filings
Changes in residency and domicile
Income earned or sourced across multiple states
Multi-state business activity
Equity compensation with multi-state tax considerations
State tax notices and filing issues
For existing clients, we also provide year-round tax consulting as issues arise, including technical tax questions, transactions, notices, and other defined-scope matters.
A Coordinated Approach
The greatest value often comes from connecting tax 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 gives ongoing planning a stronger starting point, making it easier to identify opportunities earlier and reduce the risk of 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 we're a good fit.
New client inquiries begin with a brief fit assessment.