Who We Serve
Weissgarber CPA works with high-income professionals, business owners, and individuals with increasingly complex tax situations.
Our clients often have multiple income sources, equity compensation, investment or business interests, multi-state considerations, or significant financial decisions with tax consequences. They value thoughtful guidance, technical expertise, and a long-term relationship with a CPA who understands the complete picture.
Who We Work Best With
High-Income Professionals & Executives
As income and investments grow, tax situations often become more complex.
We work with professionals managing significant compensation, investment income, stock transactions, multi-state tax considerations, and estimated tax obligations that benefit from coordinated, year-round planning.
Tech Professionals & Equity Compensation
RSUs, stock options, ESPPs, stock sales, and concentrated equity positions can create significant tax and withholding challenges.
We help clients understand how these items affect their overall tax position and use projections and scenario analysis to evaluate decisions before they are made.
Business Owners
Business and personal taxes are closely connected.
We work with owners of S corporations, partnerships, and other closely held businesses who need coordinated business and individual tax preparation, plus planning for compensation, entity structure, estimated taxes, growth, and ownership changes.
A Good Fit for Our Practice
Weissgarber CPA is intentionally structured around a focused client base rather than a high-volume tax preparation model.
We work best with clients who:
Value proactive tax guidance, not just annual return preparation
Want to work directly with an experienced CPA
Have increasingly complex tax situations
Appreciate an organized, technology-enabled process
Value continuity and a long-term professional relationship
This approach is best suited for clients who view tax preparation as the foundation of an ongoing professional relationship rather than an annual transaction.
Have questions about fees or working with us? View Frequently Asked Questions →
Looking for a CPA relationship built around more than filing?
Tell us a little about your situation. We’ll review your information and let you know whether our approach aligns with what you’re looking for.
New client inquiries begin with a brief fit assessment.