Tax Planning Services

At WMS Group, we understand that income taxes are one of the largest ongoing costs for high-income earners and business owners. That’s why our tax planning services go far beyond basic compliance. We take a proactive, planning-first approach to help you reduce your tax burden, avoid surprises, and protect your financial future.

We serve clients who demand deeper insight—those with multi-entity structures, trust or estate planning needs, retirement distributions, or income across multiple states. From preparing business and individual returns to handling complex audits and compensation planning, our tax team is built to serve financial complexity, not simplicity.

• Business, individual, and fiduciary tax return preparation (federal and state)
• Strategic tax planning for families, business owners, and high-income earners
• Audit representation and negotiation with IRS and state taxing authorities
• Employee benefit and deferred compensation plan consulting
• Multi-state tax strategies to reduce your overall exposure

We invest in the latest tools and maintain a deep understanding of tax law to ensure every decision is timely and well-informed. Our tax planning doesn’t happen once a year—it’s built into our ongoing client relationships.

Partner with a tax team that understands the stakes. At WMS Group, we help you get ahead and stay ahead.