Our Services & Approach
Who We Are
At Weissgarber CPA, we believe in delivering more than just tax preparation—we provide peace of mind, expert guidance, and a trusted partnership. Whether you’re an individual or a business, our proactive and personalized approach ensures that your financial and tax needs are not only met but exceeded. With years of expertise and a client-first philosophy, we simplify complex tax matters so you can focus on achieving your goals.
Our Approach: How We Work
We pride ourselves on offering a tailored experience to every client. Here’s how we work:
Personalized Service: We understand that no two tax situations are alike. That’s why we take the time to learn about your unique financial circumstances and create customized strategies to meet your needs.
Expert Guidance: Our team stays on top of ever-changing tax laws and regulations so you can rest assured that your returns are accurate and optimized.
Efficient Processes: Using modern tools like TaxDome, we provide secure communication and a streamlined process to make tax preparation as smooth and stress-free as possible.
Proactive Planning: We don’t just focus on tax season. Our year-round tax planning ensures you’re always prepared and maximizing your financial opportunities.
Our Services: What We Offer
At Weissgarber CPA, we provide a comprehensive range of tax and financial services tailored to individuals and businesses.
Individual Tax Services:
Tax preparation for simple and complex returns
Tax planning and strategy for year-round optimization
Consulting on specialized topics, including:
RSUs and stock options
Cryptocurrency transactions
Tax-efficient retirement planning
IRS audit support and representation
Business Tax Services:
Business tax preparation for Forms 1065 and 1120S
Multi-state tax compliance and filings
Entity selection and restructuring advice
Consulting for business acquisitions, mergers, and sales
Cost of goods sold (COGS) reporting and inventory management
Depreciation schedules and fixed asset management
Additional Services:
Tax Planning and Strategy Services tailored to individual or business goals
Entity Selection Restructuring Guidance for Optimal Tax Efficiency
Support for ownership changes, partner buyouts, and equity adjustments
Why Choose Weissgarber CPA?
We’re not just here to file your taxes—we’re here to be your trusted financial partner. Here’s why our clients choose Weissgarber CPA:
Client-First Philosophy: Every client is treated like our most important client, with services customized to their needs.
Unmatched Expertise: We specialize in handling both simple and complex tax scenarios, ensuring accuracy and compliance every step of the way.
Secure and Modern Tools: Our client portal, TaxDome, offers a secure and easy way to share documents and communicate with us.
Year-Round Support: Whether you need guidance during tax season or proactive planning throughout the year, we’re here to help.
Transparent Pricing: Our pricing guide clearly outlines fees based on the complexity of your needs. There are no surprises, just peace of mind.
Let’s Get Started
Ready to take control of your taxes and financial future? Contact us today to learn more about how Weissgarber CPA can help you achieve your goals. Whether you’re filing as an individual, managing a business, or navigating a complex tax scenario, we’re here to make the process seamless and stress-free.
Contact Us or explore our Pricing Guide to get started.