PLANNING & PREPARATION

We live for this stuff!

CWDL’s tax planning and preparation team can help you achieve better control over tax issues and increase your ability to focus on the more strategic aspects of your life’s work. Minimizing your tax burden is our goal while understanding your long-term plan.

We do the hard work of finding tax credits, multi-state compliance and opportunities with this goal in mind. We are dedicated to meeting deadlines minimizing surprises and stand ready to be your advocate in all situations. It starts with the right plan.

We provide you the full range of tax service from planning to preparation including all of the following: