Experience is key when tax planning for any individual. The tax practice at Waldron Rand successfully serves hundreds of individuals with unique needs. Our team is highly trained to recognize tax-saving techniques. We partner with you to understand the full scope of your needs and current tax position to develop a plan that minimizes your tax liability and protects your long-term wealth. Our comprehensive approach ensures that you will receive value-added tax advice.
Our services include:
Strategic tax planning
Tax return preparation
Stock option planning
Resolution and representation before tax authorities
Estate and gift tax
To provide superior service and value-added solutions that enhance client success, inspire our employees to do great work, and positively impact our community.