Waldron Rand offers a full range of professional services: Assurance, Taxation, Business Advisory, Estate Planning and Trust Administration, and Client Accounting Services. Our experienced team works closely with businesses (domestic and international) and high-net-worth individuals, providing technical expertise and trusted guidance.

Taxation

We have extensive experience in successfully advising our clients through changing tax laws, tax compliance, and planning solutions in the areas of individual, business, estate, gift, and trust, international, and state and local. We approach every tax engagement in a proactive manner, ensuring that we are strategizing with our clients year-round to ensure that they receive tax advice when contemplating a transaction—rather than after the fact. Our service approach of learning about you and your goals gives us unmatched insight. Rules are rules, but understanding how they apply to your unique situation is where we stand out. We empower our clients with knowledge—demystifying the tax planning process through clear communication to achieve a mutual understanding of the laws that affect you. The more you know, the more you can recognize opportunity and make informed decisions that enhance your future.

Our Tax offerings include: