Large Firm Experience, Small Firm Responsiveness.
Running your business effectively is a full-time job. Keeping up with ever-changing tax laws is ours. We offer a wide range of tax services, including entity and individual tax planning, corporate, partnership and individual tax preparation, multi-state tax compliance, international tax consultation, sales and use tax, estate and gift tax, and trust reporting and consulting. In addition, we work to understand your business and deliver tailored tax solutions. Read more about Walz Group
“We wanted our new accounting firm to be contemporary, digitally advanced and able to offer corporate and personal tax insights and advice to keep us on the right track. We found that, and more, with the Walz Group.”
Andrew P. Heise, DMD, MD Partner, Conestoga Oral Surgery
Business is dynamic and always changing. Conestoga Oral Surgery relies on Walz Group for strategic advice to get through those changes. At the beginning of this new relationship, Walz put a team in place dedicated to serving Conestoga Oral Surgery’s bookkeeping, tax preparation, and business consulting needs. Since then, the team has also advised on its corporate structure, real estate holdings, and financial continuity throughout the global pandemic. Walz not only understands Conestoga Oral Surgery’s business but also has a personal connection with the doctors in the practice to help guide them with their individual tax needs.
Entity and Individual Planning Strategies
Walz Group takes a proactive approach to your business and personal tax planning. Our advisors are committed to staying on top of the ever-changing regulatory environment to deliver tax-saving opportunities that support your wealth management goals.
Corporate, Partnership and Individual Tax Preparation
Walz Group proactively advises on important changes in tax laws before they occur and make certain you are aware of and meet all filing requirements.
Multi-State Preparation and Guidance
Walz Group state and local tax experts focus on strategic ideas and planning techniques that create value for individuals and businesses across the landscape of state and local taxes.
International Tax Consultation
Whether it’s a local business expanding operations overseas or a stateside subsidiary of a foreign parent company, Walz Group has the specialized tax knowledge and a team of professionals to help owners and leaders navigate the global tax landscape.
Estate and Gift Tax
Walz Group designs wealth transfer plans around your needs with a tax-advantaged approach that helps protect you and your assets.
Trust Reporting and Consulting
From tax and accounting issues to succession planning, the Walz Group team will work closely with your wealth management and legal advisors to develop trust plans that meet your unique financial goals and needs.
Sales and Use Tax
Walz Group will partner with and provide counsel in understanding sales tax and how it impacts your products and services. Our Sales & Use Tax services include compliance, nexus consulting, and assistance with state registrations.
Articles and Insights
Social Security: Five Facts You Need to Know
Do you have questions about Social Security? Here are five important facts you need to know:
Should You Buy or Lease Your Next Vehicle?
Are you in the market for a new vehicle and wondering if buying or leasing is the best option for you? This article outlines the pros and cons of both options and some key factors to keep in mind:
Every great project starts with a plan. Let’s build one together.
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