Tax Advisory and Preparation
Focused on putting more money back in your pockets
At Wessels Realty and Tax Advisors, we are tax professionals and CPAs that provide a number of services to ensure all of your accounting, advisory and tax filing needs are met. Whether you are an individual or involved in a partnership, LLC, S-Corp, Corporation, Trust, etc., we will ensure you are looked after. Aside from maximizing your tax benefit, our primary focuses are to foster a relationship with our clients that is built on transparency, communication, and reliability.
We understand that navigating the complex landscape of taxes can be overwhelming. That's why we're here to offer personalized services tailored to meet your unique tax needs, which may include multiple touch points throughout the year (not just the final week before year end!). This allows us to discuss any past or upcoming life events or decisions that could have an impact on your tax position.
We are a small family business which allows you to receive that personalized attention and exceptional client service that can be hard to come by.
Our Services
Bookkeeping
We stress the importance of accurate and organized financial records when it comes to tax preparation. That's why we offer comprehensive bookkeeping services specifically designed to streamline your tax filing process and maximize your deductions.
Tax Advisory
We take the time to understand your unique circumstances and objectives, providing you with personalized advice and proactive recommendations to maximize your tax position on a go-forward basis.
Tax Preparation
We complete your end of year filings whether you are an individual or business entity. Prioritizing long-lasting relationships with our clients and providing both tax and real estate consulting services throughout the year allows us to understand your unique needs.
What People Are Saying
“What truly sets Wessels Realty and Tax Advisors apart from other tax accounting firms is their knowledge and personal experience. Matt acted as our guide through the entire homeownership experience and therefore was more than prepared to do our taxes come April. From the first open house we visited, all the way to tax prep at the end of the year- he continues to be super organized and well worth having in your corner.”
— Caitlin S.
“As someone who had only ever used TurboTax, and every year doubted whether I had truly maximized my options, it was a welcomed pleasure to work with Matt for the first time. Matt is incredibly friendly and thorough, happily taking the time to explain every aspect. His service is excellent - even as new customers with base level complexities, he does both proactive and debrief sessions to make sure we’re prepared for filing, and to strategize for the next year. He even had specialized knowledge to best handle our new rental property!”
— Stephen & Christine