The tax professionals at Wentzel, Berry, Wentzel & Phillips advise people, their families and their businesses on all aspects of compliance with the tax laws. We are bound by a stringent code of professional ethics and are qualified through our education and experience to provide in-depth tax services relating to personal financial decisions.

Our experience includes preparation of complex and multi-state tax returns and related schedules, advice on tax issues, planning effective tax strategies for individuals and businesses, and representation of all types of clients before state and federal tax authorities. Depending on your need, we might serve as a personal representative or reply to correspondence concerning tax returns or provide explanations, schedules, and other documents in tax examinations.

Business Taxes

In day-to-day operations, there are tax implications to most business decisions such as relocation or changes in inventory procedures. Before making such decisions, our advisors can determine and explain the tax effects these decisions may have on various types of business organizations - whether sole proprietorships, partnerships, or corporations.

We offer tax and accounting advice in connection with the organization, purchase, sale, or merger of a business. The future of your operations, and your personal exit strategies as a business owner, are in capable hands with our qualified advisors.

Please contact Debbie Harvey today (239-566-1600) for more information about the tax advisory and preparation services we extend to families, individuals and organizations.

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