DW Tax Services

Our Services

All-Encompassing Tax Services Customized for You

At DW Tax Services, we understand the complexities of tax law. This understanding is what drove David Wright to establish the company in 2020. With more than 15 years of experience, our founding tax attorney assembled a team dedicated to helping clients succeed. Our exceptional team of tax attorneys, CPAs, and seasoned tax advisors brings together extensive knowledge and a commitment to delivering transparent, dependable, and personalized tax solutions.

Personalized Tax Services for Individuals and Firms

Financial well-being starts with effective tax planning. Whether looking for ways to reduce an individual or tax entity’s annual tax return or structuring business operations to achieve maximum efficiency, our professionals provide clients with pro-active, customized strategies tailored to fit their goals, and their situation. We seek to understand the client’s financial horizon, identify areas of savings, and develop a plan of action for the near and long terms.

We offer tax planning services related to:

  • Strategic planning for income and deduction timing
  • Retirement and investment-related income tax planning
  • Year-round tax minimization planning
  • Advising on business structure options (LLC, S-corporation, partnership, etc.)

By keeping abreast of tax law changes and employing every available strategy, we keep you on track-from compliance to success.

Professional Tax Filing Services

Tax compliance is not just about filing tax returns on time. It’s about accuracy, diligence, and peace of mind. Our team handles both federal and state compliance related matters from preparing and filing tax returns to handling complex reporting requirements for individual taxpayers and corporations. We represent a wide range of clients including wage earners, business owners, investors, and corporations. Our tax compliance services include:

  • Individual and corporate income tax return preparation
  • State and local tax return filings
  • Estimated income tax calculations and quarterly returns
  • Complete bookkeeping and documentation services

We use secure, cutting-edge technology to protect your data and ensure you have the required access to your necessary information. With DW Tax Services, you can be confident your filings are completed with precision.

Tax Audit and Controversy Representation

Working with the IRS or state tax collector can be stressful. When you are under audit, facing a tax dispute, or dealing with a notice we are prepared to represent you and defend your interests. Leading our tax and debt resolution team, attorney David Wright and our other lawyers provide knowledgeable and experienced representation at all levels of the audit process, including negotiating and managing appeals, as well as testifying in court.

We represent clients in a variety of tax related matters, including:

  • IRS and state tax audits
  • Tax liabilities and payment plans
  • Penalty abatement and offer-in-compromise cases
  • Tax court and administrative hearing representation

Our mission is to enforce the protections afforded by the law, minimize liabilities and resolve disputes when possible-so you can get back to business.

Corporate Tax Planning and Strategy

New business models demand fast, strategic tax planning. Our corporate tax advisors work with owners and CFOs on comprehensive solutions that are aligned with business goals and focused on business growth. Services provided include:

  • Entity selection and restructuring
  • Multi-state and international taxes
  • Mergers, acquisitions and divestiture
  • Executive compensation and benefits planning

We help you find tax opportunities and mitigate tax risks. From high-flying start-ups to highly visible multinational corporations, DW Tax Services is your primary resource for innovative, forward-looking guidance essential for long-term success.

Gift and Estate Tax Planning Services

Wealth that lasts through generations requires tax planning and knowledge of the benefits and burdens inherent in estate and gift taxes. We assist individuals, families, and fiduciaries in navigating these complexities by delivering a practical, coordinating approach to tax minimization and realizing your transfer goals.

These tools encompass:

  • Minimization strategies surrounding the estate tax
  • Planning and filing for the gift tax
  • Counseling on and establishment of trusts
  • Planning and structuring around charitable endeavors

We work with your financial advisers and estate planning attorneys to provide total, coordinated planning.

International Tax Services and Compliance

Globalization brings new challenges in the areas of tax compliance for individual and business taxpayers with a cross-border footprint. DW Tax Services offers a full suite of support for international tax compliance needs, including foreign account reporting, foreign asset reporting, and international business support. Areas where we can assist our clients include:

  • Foreign bank account reporting (FBAR)
  • FATCA compliance
  • Expatriate (inbound/outbound) and inbound/outbound business tax planning
  • Transfer pricing and treaty analysis

We help you navigate and comply with U.S. and international tax law while optimizing global tax positions.

Education and Continued Service

To us, informed clients are empowered clients. DW Tax Services actively provides education through our articles, webinars, and other insights on tax law changes and related matters. Our clients receive:

  • Timely insights into regulatory changes
  • Detailed overviews of applicable deductions and credits
  • Audit readiness checklists and best practices
  • Bespoke advice tailored to a client’s evolving circumstances

We think of each new engagement as a partnership-one based on transparency, trust, and communication.

Our Process: Fee Transparency and Client-Centered Approach

From our first interaction until the final resolution of your tax issue, we will be transparent, responsive and always concerned about your needs. We will work with you to assess your situation; make you a detailed proposal of our suggested services; give you up-front pricing so you know what your fees are before work begins; and maintain open channels of communication every step of the way. From the moment you hire us to the closing of your case with the IRS or state agency you will have direct access to your attorney/advisor. All phone calls and emails are returned promptly. Appointments can be made Monday through Friday 9am – 5 pm so you can talk to us when it’s most convenient for you.

Why Work with the Proficiency of DW Tax Services?

Choosing the right tax partner can mean everything to your financial security and peace of mind. With DW Tax Services, you gain:

  • Experienced tax attorney leadership with a solid track record
  • A multidisciplinary team of attorneys, CPAs and tax advisors
  • Customized solutions based on your individual needs
  • Complete transparency of process and pricing
  • Current expertise in the latest tax laws and best practices
  • A resolute commitment to client education and empowerment

Results. Relationships. Real commitment to your success. Everything you want, everywhere you need it.

Reach Out to Us for Professional Assistance

Ready to take charge of your taxes? Let DW Tax Services help you make sense of your tax obligations, stay compliant, and save more money in the process. Our office location is 501 W Bay St Ste 99, Jacksonville FL 32202. We’re open Monday through Friday 9am-5pm. Call us at (904) 753-4815, send us an email at [email protected] or submit an inquiry at https://dwtaxservices.com/. DW Tax Services will help meet your legal tax needs!

For more information about our team and values, visit our About DW Tax Services page. If you have questions or would like to schedule a consultation, please use our Contact DW Tax Services form.