What we offer

We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

At WFTFS, LLC 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 individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to tax planning & return preparation for:

We Take the Stress Out of Tax Time

Dealing with your taxes can feel like everything is being taken from you – your time, your attention, AND your money.

When all you want to do is focus on growing your business, sitting down to handle your taxes is like being called into work when you’re smack dab in the middle of a satisfying Netflix binge. Suddenly, the fun is gone and you’re booted right back to reality – quarterly payments and all.

It doesn’t have to be this way.

Let me take your stress away.

What sets me apart.

1. Far too many business owners spend hours dealing with accounting software, tax forms, trying to understand requirements, and often getting things wrong. This can lead to over paying, fines, and even legal problems with the IRS.

2.I am a qualified tax professional who makes tax obligations a lot easier. Now you can get back to what you do well, running your business or career and enjoying life..

3. I’m not your average tax accountant. I’m an IRS-Enrolled Agent, which means I have the *highest* credential offered by the IRS. Yeah! The IRS calls it an “Elite Status.” I’m not sure that I’m “Elite,” but I sure do know a heck of a lot about your taxes!

Choose From 4 Tax Help Packages

We offer a detailed service package for professionals and business owners. Please choose the one that best fits your situation.

Busy Professionals

You have a career or private practice with lots of different income streams and expenses. I can show you how to better plan for big savings year after year.

  • Income Tax Preparation (personal)
  • Quarterly Tax Review
  • Elite Tax Strategies
  • Mid-Year and Year-End Financial Planning Review
  • Priority Phone and Email Support
  • IRS and State Tax Account Monitoring
  • VIP Client Resource Vault
  • Tax Deadline Reminders
  • 24/7 Access to Secure Cloud Portal to Gather, Organize, and Sign Tax Docs
  • Video & Screencast Communication
  • Annual portfolio and insurance review with option to work with partners to maximize savings and portfolio performance

*Fees range between $125 – $750 per month for the first 12-months of service. 

After the first 12-months of service, you will be placed on our maintenance plan at a reduced rate.

Client Application Form

The Startup

You just started your business or are about to open. This is often a time of heavy investment with lower profits of a new business. I can show you how to pay far less in tax so you have more cash flow in the months ahead.

For the business owner earning between $5k – $8k per month

  • Income Tax Preparation (business and personal)
  • Annual Year-End Tax Review
  • Basic Tax Strategies
  • Email Support
  • IRS and State Tax Account Monitoring
  • Client Resource Vault
  • Tax Deadline Reminders
  • 24/7 Access Secure Cloud Portal to Gather, Organize, and Sign Tax Documents
  • Video & Screencast Communication

Starting at $1,500/year*

Client Application Form

Growing Business

Perfect for the business with a year or two under your belt. Now it’s time to plan for expansion. I’ll help you grow with smarter taxes and better financial planning.

For the business owner earning between $8k – $20k per month

  • Income Tax Preparation (business and personal)
  • Mid-Year and Year-End Tax Review
  • Premium Tax Strategies
  • Annual Financial Planning Review
  • Phone and Email Support
  • IRS and State Tax Account Monitoring
  • VIP Client Resource Vault
  • Tax Deadline Reminders
  • 24/7 Access to Secure Cloud Portal to Gather, Organize, and Sign Tax Docs
  • Video & Screencast Communication

*Fees range between $400 – $750 per month for the first 12-months of service. 

After the first 12-months of service, you will be placed on our maintenance plan at a reduced rate.

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Client Application Form

Established Business

This is the experienced professional tax help your established business needs to reduce tax liability. Better planning saves you money, eliminates tax headaches, and prepares you for a brighter future.

For the business owner earning $20k or more per month

  • Income Tax Preparation (business and personal):
  • Quarterly Tax Review
  • Elite Tax Strategies
  • Mid-Year and Year-End Financial Planning Review
  • Priority Phone and Email Support
  • IRS and State Tax Account Monitoring
  • VIP Client Resource Vault
  • Tax Deadline Reminders
  • 24/7 Access to Secure Cloud Portal to Gather, Organize, and Sign Tax Docs
  • Video & Screencast Communication

*Fees range between $750 – $1,500 per month for the first 12-months of service. 

After the first 12-months of service, you will be placed on our maintenance plan at a reduced rate.

Client Application Form

Ready to get started?

Please click NOW to schedule your Expert Tax Consultation. I can explain my service and give you some good ideas you can use immediately to begin saving on taxes.

Schedule Now

Address: 10 E. Athens Ave, Suite 210B Ardmore, PA 19003

Phone: 610-989-2926

Email: info@wftfs.com

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