At William W. Wigglesworth General Tax Services, we provide assistance in the following areas:
Investments*
- Mutual Funds
- Stocks and Bonds
- Educational 529
- Brokerage Accounts
- Government Securities
- Roth IRA
| | - SEP IRA
- Simple IRA
- Traditional IRA
- Tax-free investments
- Variable Annuity
- Financial Planning
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Retirement Planning*
- 401(k) Planning
- 403(b) Planning
- College Plans
| | - Money Purchasing Plans
- Profit Sharing Plans
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Insurance
- Life Insurance
- Long-Term-Care Insurance
| | - Disability Income Insurance
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Tax Planning
- Relocation Tax Issues
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
| | - Small Business Accounting Services
- IRS Tax Audits
- IRS Collection Problems
- Income, Gift and Estate Tax Returns
- Let Us Help You Master Your Money
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Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you pursue those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.
