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For an individual, the goal of tax planning is to arrange your financial situation in a way that you help reduce your tax liability.

As a business, reducing 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 an appropriate course of action.


  • Audit representation
  • Estate and Trust income tax filing and compliance
  • Gift Tax / Transfer of Wealth
  • Income tax planning
  • Income tax planning for the retirement phase of your life
  • Income tax projections to determine estimated tax payments
  • Individual federal, Wisconsin, and multi-state income tax filings
  • Transaction planning
    • Inheritance
    • Sale of real estate
    • Sale of stocks and other securities
    • Sale of your 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, help increase 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 most appropriate business decisions possible.

  • Business federal, Wisconsin, and multi-state tax filing covering C corporations, S corporations, partnerships, and LLCs
  • Business sales and purchases
  • Choice of entity selection assistance
  • New business start ups
  • Payroll tax services
  • Personal Property and Manufacturing tax reporting
  • Sales and Use tax compliance and filings

Woodbury Financial Services, Inc. does not provide tax or legal advice.