Protecting nonprofit operations and financial stability when disaster strikes From winter storms and flash floods to wildfires and hurricanes, nearly every region of the United States faces the risk of…
Tax Services
W&D provides a high level of specialized tax expertise for you, your family and your business across a wide range of complex areas.Tax Services for Business & Individuals
W&D helps you, your family and business develop optimal tax strategies, anticipate problems and seize opportunities.
At Warady & Davis LLP, tax services go beyond tax return preparation and include identification of areas of risk and planning opportunities. Our team members are experienced in identifying a broad range of issues affecting your organization.
You can depend on W&D for highly experienced and timely guidance on optimal tax structuring, compliance and preparation.
Tax Planning
Strategic tax planning works to align tax regulations and obligations as closely as possible with your business and personal goals. In doing so, it helps minimize tax liability and increase resources available.
We regard tax planning as a year-round activity—not something to be addressed briefly at year-end. We provide ongoing communication with clients regarding regulatory developments and are available to discuss how they relate to your business and personal situation.
W&D has a proven track record of successfully representing our clients before Federal, state and local tax authorities.
W&D can help you, your family and your business in the following areas:
- Consultation, planning & structuring
- Estate & gift tax returns
- Liquidations & reorganizations
- Income tax return preparation
- IRS tax representation
- Inventory tax areas
- Estate, gift & succession planning
- Real estate taxation
- Multi-state taxation
- State & local taxation
- Projections & forecasts
- Mergers & acquisitions
- International taxation
- R&D Credit and IC-DISC
The Idea Exchange Blog
IRS CP53E Scam Alerts: What Taxpayers Need to Know
What to Know About IRS CP53E Notices and Potential Scams Some taxpayers filing 2025 federal income tax returns have reported receiving IRS Notice CP53E requesting bank account information to process…
2026 OBBBA Tax Changes: Key Items to Review This Year
Overview of Key 2026 Tax Law Updates Under OBBBA Several provisions from the One Big Beautiful Bill Act (OBBBA), enacted in 2025, are taking effect for the 2026 tax year.…