Tax For an individual, the goal of tax planning is to arrange your financial situation in a way that you minimize your tax liability.As a business, minimizing tax liability can provide more money for investment, employees, and growth.With numerous ways to go about limiting how much you owe the county, state, and federal government, our Certified Public Accountants can sit down with you and develop a best course of action. Individual Audit representationEstate and Trust income tax filing and complianceGift Tax / Transfer of WealthIncome tax planningIncome tax planning for the retirement phase of your lifeIncome tax projections to determine estimated tax paymentsIndividual federal, Wisconsin, and multi-state income tax filingsTransaction planningInheritanceSale of real estateSale of stocks and other securitiesSale of your business Business The tax environment for a small business is complex. Filing taxes for your business isn't something you should spend time doing as an owner/operator. Our Certified Public Accountants can help you gather all of the necessary records, maximize total deductions, and keep up with the changing tax laws so you don't have to.Our experience serving businesses of various industries and sizes enable us to better understand each individual business along with their needs. We offer services to help you make the best business decisions possible.Business federal, Wisconsin, and multi-state tax filing covering C corporations, S corporations, partnerships, and LLCsBusiness sales and purchasesChoice of entity selection assistanceNew business start upsPayroll tax servicesPersonal Property and Manufacturing tax reportingSales and Use tax compliance and filings Woodbury Financial Services, Inc. does not provide tax or legal advice.