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.
Ready to Start the Conversation?
Contact us to discuss how our services and approach can support your financial goals.