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Personalized Tax Services

Once you get to know Weiss & Associates, P.S., you'll find that our approach to taxation isn't just personal, it's exhaustive. We dedicate ourselves to learning about your industry, your company and the nuances of your operations and personnel. In turn, you can build upon your tax plan every year without having to explain your history or year-end objectives. Instead, you receive continuity of service excellence, reliability and consistent sound advice from the same trusted advisor year after year.

We believe that federal and state tax planning is the key to minimizing your overall tax liability. That is why we reach out to you with sound, practical advice to eliminate surprises. We meet with our business clients each fall to prepare tax projections followed by suggested actions to minimize the overall tax liability before year end.

Beyond our thorough tax planning process, we actively consult and advise you on all things tax-related. We also frequently consult on topics such as accounting for business transactions, accounting and business software, employee benefits, independent contractors vs. employees, ramifications of doing business out of state, and implications of selling a business, among others.

Our expertise, experience, analysis and thorough research allow us the opportunity to provide you with sound tax advice from year to year, allowing you to become "tax wise" and feel more in control of your current and future tax situation. As a result, you gain confidence in our ability to serve you and, we achieve our goal of maintaining long-term, satisfied clients.

Weiss & Associates, P.S. also offers:

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Weiss and Associates, P.S.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Entity Selection and Restructuring

Weiss & Associates, P.S. can assist you in selecting the entity type that is most advantageous to your business. With our knowledge and expertise, you can be assured of choosing the most beneficial entity type for your business - a decision that will allow you to achieve the lowest tax cost and ease of operation.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Weiss and Associates, P.S. can provide professional know-how to help you successfully structure and negotiate the deal. Weiss and Associates, P.S. employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

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