Helping business and individual clients achieve short- and long-term financial goals

The tax services team at Barnes Wendling CPAs help businesses and individuals with preparation, compliance, planning, structure and transactions. We work closely with clients to evaluate their specific tax situations, working to minimize their tax burden.

Our tax professionals participate in continuing education to stay current with tax laws, regulations, and professional standards. Our firm uses the latest technology to complement the knowledge of our professionals, as well as to maximize their efficiency in obtaining the optimal outcome for our clients.

 

Business clients

We offer specialized tax services for businesses including:

  • Federal, state and city compliance
  • Tax advisory, planning and projections
  • International compliance and structuring
  • Business start-up and choice of entity
  • Mergers and acquisitions
  • Multi-state and city tax planning
  • Sales and use tax
  • Payroll tax
  • Tax exempt organizations
individual clients

Our tax services for individuals include:

  • Federal, state and city compliance
  • Tax advisory, planning and projections
  • International compliance and structuring
  • Business start-up and choice of entity
  • Trust accounting
  • Retirement, succession and estate planning
  • Personal financial statement preparation
  • Family office and personal expenditure management
  • Investment analysis