INDIVIDUALS

Tax Returns

We prepare personal tax returns.  We are authorized to efile electronically.  Our approach is methodical and rigorous. 

Life Events

WK Tax accountants is prepared to assist during life events  and all of the financial questions that arise during these periods of change -- retirement, moves to new states, divorces, changes of employment and withholding, children heading off to college, financial windfalls, etc.

Financial Planning

We work as your "second set of eyes" to make sure you efficiently achieve your financial objectives. We are an independent voice.  We do not provide investment advice.  We work with you to clarify financial goals, evaluate advice you have been given from other advisors and keep you on track.  If you are interested in a referral, we maintain relationships with local professionals that specialize in areas such as insurance and investment advice. We are equally happy to work with your insurance and or investment specialists.  Our role is to give you our honest opinion.

BUSINESSES

Your priorities will drive our services.  

Tax Returns

We can calculate required quarterly tax payments and prepare your business tax filings.  WK Tax Accountants can prepare tax returns for corporations, LLCs, partnerships, self employed, Trusts, and not for profits.  

Bookkeeping Services

There is no one size fits all approach in this area.  We work based on your calendar and your preference.  We can invoice your customers, reconcile bank statements and close the books. Some of our clients want us to work from check stubs and provide summaries.  Other clients want us to migrate their older system to a new cloud-based system - seeking to trim operating costs and provide remote access to key employees and their CPA's.  We are CPA’s we can do it all.