Expert CPA Services

For clients evaluating a property sale, capital gain, business decision, estimated tax payment, income timing issue, or other transaction with potential tax consequences.

Services may include tax projections, capital gain projections, estimated tax planning, income timing considerations, and planning around significant financial events.

For real estate investors, rental property owners, Airbnb hosts, short-term rental owners, and clients buying, selling, or managing real estate with tax complexity.

Services may include rental property reporting, depreciation considerations, short-term rental tax issues, property sale planning, and capital gain projections.

For trustees, executors, beneficiaries, and families handling tax matters connected to a trust or estate.

Services may include fiduciary income tax compliance, trust and estate tax planning support, distribution-related tax considerations, and coordination with attorneys or other advisors.

For families and individuals with significant assets, investment activity, real estate interests, business income, trusts, multigenerational considerations, or major tax decisions.

Services may include tax projections, estimated tax planning, capital gain planning, complex individual tax preparation, and coordination with other advisors when appropriate.

For business owners, S corporation shareholders, partners, closely held businesses, and self-employed professionals with more than basic tax needs.

Services may include entity tax considerations, owner compensation planning, distribution planning, estimated tax planning, and business tax compliance.

For individuals, families, trusts, estates, real estate investors, and business owners who need careful tax return preparation connected to the details of their broader tax picture.

Tax preparation is not treated as a one-time transaction when planning or complexity is involved.

For clients who need a CPA letter for income verification, self-employment verification, business ownership verification, or a similar third-party request.

Letters are provided only when appropriate and supported by available records.

Financial statement compilations may be available for select business clients who need compiled financial statements for lenders, internal reporting, or other business purposes.

Many clients need more than one type of support. A real estate investor may also need entity planning. A business owner may also need individual tax projections. A trustee may need fiduciary return preparation and coordination with an attorney. During the initial consultation, Wiley will help determine the appropriate scope based on your facts, records, and goals.