We can assist with your tax, accounting and all aspects of financial management and planning. Our goal is to provide our clients with long-term financial and tax planning advice. We also provide our clients with up-to-date guidance regarding US Reporting and Tax changes.
At WS, we are focused on building relationships that endure. Wealth management is more than just picking investments. It’s about you. Your values, your goals, your dreams. That is why we have developed an approach we call “True Wealth Management,” where we provide advice that is more comprehensive than any advisory relationship you may have experienced before. We believe strongly that we must develop a deep understanding of each client’s financial picture in order to provide the most thoughtful long-term solutions to achieve their goals and dreams.
We are a US CPA firm with a staff of knowledgeable professionals. We can assist with your tax, accounting and financial planning over the long term. Our goals are to provide our clients with long-term financial and tax planning advice. We also provide our clients with up-to-date guidance regarding US Reporting and Tax changes.
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow you to optimize financial opportunities. We are knowledgeable and up-to-date on the tax laws and trends in tax practice. We have a structured process whereby we contact our clients periodically to ensure they are on track with a tax efficient plan.
We support and train clients using QuickBooks accounting software. This program can provide useful and timely information in the form of financial statements, reports and graphs. We don’t just help you use the software; we train you to use it more efficiently and effectively. Just imagine having real-time financial information at your fingertips.
No matter how simple or complex your business needs are, we can tailor the perfect payroll solution for you. We offer a wide variety of payroll options.
WS Wealth Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm focusing on true wealth management. Long-term relationships are our foundation. We want to know about your family, your background, your goals and dreams. Our clients sleep well at night knowing they have a trusted advisor watching over the entirety of their financial lives. This is the essence of true wealth management.
The IRS is changing the way it is reviewing and auditing returns and we are well aware of these changes and equipped to prepare our returns to minimize audit risk. Additionally, we offer an annual voluntary Audit Risk Fee program where our clients can pay a nominal “insurance” fee that will cover our time in dealing with an IRS or State Audit or Notice.
From start-ups to established enterprises, your business relies on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support for initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
We are a US Certified Public Accounting firm dedicated to serving the American expatriate community around the world focusing on income tax preparation and planning for American citizens living abroad. The majority of our expat clients are US citizens living in Canada and we have special awareness of the interplay of the US and Canadian tax systems. Our CPA firm features an innovative tax preparation system with a secure client portal that expedites the preparation of your U.S. tax return no matter where you live in the world.