Tax Compliance & Planning

At Roberts & Wise, we believe that innovative and effective planning can make a significant impact on our clients’ tax liability on both business and personal levels, as well as aiding in wealth management strategies for individuals.

Business Tax Services

Finding ways to decrease your annual tax burden can make a significant difference in your company’s bottom-line.  As your trusted tax compliance advisors, Roberts & Wise provides tax consulting services for corporations, LLCs, partnerships, trusts and estates.

  • Federal tax returns
  • California and multi-state and local income tax
  • Enterprise zone credits*
  • Retirement planning*
  • Tax provision calculations and review
  • IRS representation
  • Business succession planning*
  • Planning and structuring for complex business transactions*
  • Mergers and acquisitions tax planning*
  • Tax-free real estate exchanges*
  • Cost segregation studies*

* Services offered through affiliate firms

Individual Tax Services

Personal tax and financial planning can encompass an array of issues for financially successful individuals and families.  At Roberts & Wise, we provide sophisticated yet practical personal tax and financial planning advice.

  • State and federal filings
  • Multi-state filings
  • Foreign filing compliance
  • Gift planning and tax returns
  • Estate and trust tax planning
  • Children’s education planning*
  • Retirement planning*
  • Tax agency representation
  • Tax provision calculations and review

* Services offered through affiliate firms

Ready to Talk?