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Tax Services

Planning Opportunities and Planning for Businesses and Individuals

In the ever-changing tax landscape, your unique tax situation should be an opportunity for growth and expansion of resources. Our tax services go above and beyond maintaining filing and compliance – we combine technical expertise and thoughtful insight to help you minimize your tax liability and plan for the future. We offer tax planning and consulting services to address the needs of business owners and partners, corporations, not-for-profits, high-net-worth individuals and their families. Windham Brannon’s advisors use their technical tax expertise to work alongside our clients, helping them strategically reach their financial goals with both short-term and long-term planning.

S- and C-Corporations

S- & C-Corporations

Partnerships and LLCs

Partnerships

Family-Owned Businesses

Family Businesses

Tax Services

Business Tax

Business Tax

We offer an integrated approach that includes a depth of tax expertise in local, state, federal and international matters as well as strategic growth and risk advisory. Our business tax practice works alongside owners and partners to reduce their company’s tax liability now and in the years to come. We utilize every planning tool to preserve your cash flow and profitability, looking for opportunities to maximize credits and deductions.

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Estate and Gift Planning

Estate and Gift Planning

Our high net worth tax professionals have a deep understanding of the financial strategies you need and the right solutions to balance your current needs with future dreams. Our highest priority is to proactively provide value-added income tax and estate tax planning advice, including the preparation of complex income tax returns for individuals, businesses, trusts, gifts and estates.

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International Tax

International Tax

Doing business abroad can bring opportunities for new revenue streams, but U.S. and foreign nationals face a complicated line of changing regulations, tax implications and compliance issues when participating in a global economy. Serving clients in 70+ countries, our international tax experts specialize in global tax planning, structuring and consulting to ensure you maintain compliance with domestic and international tax laws.

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State and Local Tax (SALT)

State and Local Tax

As states aggressively pursue tax reviews and audits to generate revenue, as well as complex technical issues, we provides services to minimize your liability and costs to doing business. As your business grows and expands to new geographies and jurisdictional tax regulations, our personalized strategies are ready to assist you to ease your tax burden, uncover tax credit opportunities and stay tax compliant.

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Tax Controversy

Tax Controversy

We advise clients at every level of tax controversy with a team that is well-equipped to advocate for your best interests for the most favorable outcome possible. Our highly knowledgeable tax professionals have the technical expertise from former IRS agent experience to help you face controversy matters and to provide support in resolving those issues in a timely manner.

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Our Tax Advisors

Brent A. Wilkinson

Principal, Tax Practice Leader

Kristi Johnson

Principal, Tax

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