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Tax Planning & Compliance

Our tax advice is always up to date and topics are thoroughly researched to support our recommendations.  We offer tax preparation service for personal, corporate, non-profit, trusts, and partnerships.  At WBS we prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax
liabilities. We provide our clients the taxation expertise and knowledge that they deserve throughout the year.


Accounting & Bookkeeping

We go beyond basic bookkeeping and will assist you with reporting and evaluating all of your business transactions.  As a small business owner you have more important tasks to handle than manually keeping your own books. We take care of your books for you, so you can get back to the job of running your  business and generating profits!

Each month or quarter we will complete the following tasks and reports for you:

  • Reconcile your bank accounts
  • Provide an income statement summarizing revenues and expenses
  • Provide a balance sheet summarizing asset, liabilities, and equity
  • Track your assets, accounts payable, and accounts receivable

When combined, these accounting tasks form a solid foundation for your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.


Business Suppport & Services

From forming a new business start-up to monthly financial reporting and taxes, we will assist you every step of the way.  In addition to forming your business legal entity, we will also calculate net worth and debt ratios, and analyze your account payable, account receivable, or inventory turn ratios to identify opportunities they may maximize your business operating results. These key performance indicators (KPIs) can be provided to you in a report each month or as needed, and further developed into a comprehensive business plan as a tool to ensure that your business is achieving targeted goals and growth expectations.

Our business support and services include:

  • Business plans and forecasts
  • Payroll processing and taxes
  • KPI monitoring and reporting
  • System implementation
  • Estate planning
  • Living wills


Business Entity Formation

We understand your desire to grow your business into a more viable and profitable company. An essential step in the growth process is to create a legal entity by obtaining a federal identification number (FIN) for you company that will separate your company activity from your personal social security number (SSN) for tax and banking purposes. The next step is to further develop your business into a legal corporation, partnership, trust, or non-profit 501(c)(3) entity to help protect your personal assets in the event of a lawsuit against your company.