Tax Planning

Wohlenberg Ritzman & Co., LLC offers a full complement of federal, state, and local tax services designed to proactively manage your tax responsibilities and minimize your tax burden.

While many firms view tax services as simply the preparation of federal, state, and local tax returns, we approach these services as a component of your overall financial planning strategy. Our tax professionals specialize in personal tax as well as in various business industries, enabling them to apply tax rules and regulations consistent with your needs. Additionally, our Directors are there to defend you if your tax returns are questioned or audited by the various taxing agencies.

Our staff’s extensive experience in federal, state, and local tax structures as well as in business, personal and estate tax planning allows us to effectively design, perform, and complete engagements for clients at a reasonable cost.

Contact us for proposals to meet your needs or for additional information regarding our services.