Income Retention & Growth Strategies
At Wessel & Company, we believe in securing your financial future by offering expert tax and investment planning services. Our experienced professionals stay up to date with the latest tax incentives, regulations, and wealth strategies to help you retain your income and grow your wealth.
Our team takes a personalized approach to create a tax and investment plan tailored to your specific financial situation, giving you peace of mind for the future. However, we don’t stop at tax preparation. Our suite of services for families and individuals has a broad range of functions.
Individual & Family Tax Services Include:
- Tax Planning & Preparation
- Estate & Gifting Strategies
- Retirement Strategies
- Financial Planning
- College Planning
- Retirement Projections
- Second Home Purchase & Major Asset Decisions
- Stock Option Strategies
Examine Your Tax Strategy
Are you getting advice or just having your tax return filed for you? Let our tax professionals review your returns, ask some questions, and see how we can help.