Taxes often represent the most significant hurdle to preserving wealth. Leveraging the expertise of our tax specialists can open the door to unique tax savings opportunities that level the field. By developing proactive strategies that focus on your goals, our professionals will structure your business, investment, and family estate planning decisions in ways that anticipate and reduce future taxes without losing sight of your overall objectives
Our work doesn't end with a plan. We provide start-to-finish tax services. To ensure the desired tax savings are attained, we implement each plan by preparing all necessary tax returns and when necessary, we defend all tax positions against government inquiries. Our track record of successfully defending clients is a testament to the high ethical standards we continue to demonstrate during the tax planning and implementation process.
All Tax, Business and Accounting Advisory Services are provided by Moser Wealth Advisors, PLLC, dba Moser & Company CPAs, a Certified Public Accounting firm.