Sound Strategy Starts
With Having
The Right Goal
Tax Planning
Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why TGW Wealth Management Advisors have in-house tax planners.
Some of our Tax Services include the following, but not limited to:
- Tax Advisory
- Tax Planning
- Tax Minimization Planning
Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.
IRS and State / Local Representation
Our staff knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.
Tax Planning
We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
Estate, Gift and Trust Tax Return Preparation
We provide expert preparation of federal and state estate, gift and trust tax returns.
Schedule Your Appointment with
Thad Wellshear
Today!
Accreditation
Phone (785) 213-0740
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov
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