Bespoke Tax Solutions for You
At DW Tax Services, we know that following the complex and evolving nature of tax law and tax liability can be a challenge for individuals, businesses, and even international entities. Headed by David Wright, a veteran tax attorney with over 15 years’ experience in tax law, DW Tax Services specializes in providing clients with high-quality, legal tax consultancy, underpinned by our core values of trust, transparency, and long-term client relationships. Our dedicated team of tax attorneys, CPAs, and advisers are committed to providing our clients with practical insights into tax strategies via effective tax compliance solutions and thorough education. Find out more about how our comprehensive portfolio of services can help demystify your tax matters and set you free from worry.
Tax Planning for Businesses and Individuals
Smart tax planning serves to both protect and grow your wealth. DW Tax Services combines personalized attention and service with strategies that are specifically tailored to meet the unique needs of individuals and businesses. We work with individuals to formulate and execute plans aimed at maximizing deductions and minimizing tax liabilities while always preparing for an individual’s next major life-changing event, such as the purchase of a new home, retirement, or the sale of a significant asset. Our business clients benefit from comprehensive, individualized plans that take into account entity structure, succession planning issues, and the impact of these decisions on their cash flow. By anticipating changes in the law and knowing the latest areas of possible tax savings, our dedicated professionals will always keep you ahead of the curve.
Trusted Tax Compliance Services
Tax preparation and regulatory compliance can be challenging and labor intensive. DW Tax Services specializes in making the entire tax compliance process easy and detail-free for you. Our practice prepares federal, state, and local returns for individuals, corporations, partnerships, trusts, and non-profits. We ensure that your tax returns are correct and filed on time, assist with estimated taxes, and catch any slippages in reporting, thus avoiding penalties and maintaining your unblemished compliance record. We advise you of changes in tax law so that you are always informed and compliant.
IRS Audit and Tax Controversy Representation
When the IRS comes knocking, you want an experienced advocate on your side. We regularly represent clients before the IRS and other taxing authorities, in conducting examinations or audits (and appeals), and we advocate fiercely for their rights. Our tax lawyers and advisors are practiced negotiators and litigators. They thoroughly review the case file, prepare all of the necessary documents, and write and speak out to fight for taxpayers with the various tax authorities. Our goal is to minimize exposure, settle disputes efficiently and effectively, and give you peace of mind.
Corporate Tax Consulting
Strategic tax planning is essential to business growth. DW Tax Services collaborates with corporations, limited liability companies, and start-ups to design and implement tax-aware operating structures aligned with business goals and industry expectations. Our corporate tax consulting services range from mergers & acquisitions and multi-state entity filings to R&D tax credits and international expansion. We help you identify opportunities to reduce your effective tax rate, mitigate risk, and increase after-tax earnings. With the right guidance, your company can remain nimble, competitive, and fully able to adjust to ever-changing rules and regulations.
Gift and Estate Tax Planning
Planning your estate and desired gifts is important to leave something behind for future generations. Our DW Tax Services specialists assist individuals and families in developing strategies to reduce estate and inheritance taxes while providing for a smooth disposition of your assets upon your death. We assist in the planning of trusts, gifting strategies, charitable gifts, and business succession planning while considering changing federal and state tax laws. Our total approach helps keep your wealth intact and your family secure.
International Tax Compliance and Planning
Cross-border tax issues are more complex than ever in today’s global economy. Whether you are an expatriate, in international business, or have foreign investments, DW Tax Services helps with international tax compliance concerning FBAR and FATCA reporting, foreign tax credits, treaty analysis, and transfer pricing strategies. Our team will help you address the full range of cross-border tax challenges-dual taxation, disclosure forms, and foreign country audits-ensuring compliance and the best overall tax position internationally.
Learning and Empowerment
At DW Tax Services, we know that the best-informed clients make the best financial decisions. It’s why we provide our clients with a full library of resources throughout tax season-from blog articles to how-to guides and webinars-covering topics from tax law changes to common deductions and even audit strategies. You’ll always have access to someone who can answer your questions and explain things you might not understand. When we approach complex regulations with simple explanations and provide practical advice, our clients can take control of the future.
Why Choose DW Tax Services
Finding the right tax consultant for your needs is about more than just competence – it’s also about finding a consultant you can trust. In Canada, DW Tax Services has an edge over the competition in that we offer all clients personalized service, future-focused expertise, and uncompromising integrity. Headed by David Wright, our team combines decades of collective experience and current knowledge with a passion for delivering tailored solutions that match your priorities exactly. We are proud to offer fair, transparent pricing paired with best-in-class service and relentless performance standards. Based on the unique circumstances and priorities of your situation, we can deliver a one-time solution or forge an ongoing partnership dedicated to serving you, no matter what.
Get Started with DW Tax Services
Are you ready to get your taxes in order? DW Tax Services proudly serves individuals and families as well as small businesses requiring professional assistance and legal tax solutions. We’re available by appointment, Monday through Friday, during regular business hours from 9 AM to 5 PM. To book a confidential consultation and find out how we can guide you toward achieving your financial objectives, simply contact DW Tax Services at (904) 753-4815 or send an email to [email protected]. Or, stop by our office at 501 W Bay St Ste 99, Jacksonville FL 32202. Find out for yourself how a trusted advisor can benefit you – reach out to DW Tax Services today and experience the relief that can only come from professional tax planning and support.