Tax Consultation & Preparation

Westover’s tax services are an integral part of our holistic approach to wealth management. Our goal is to optimize your income after taxes while preserving and sustaining your wealth in the long run.

Individual Tax

Tax planning, projections, and preparation of annual returns and quarterly estimates for individuals and families

Business Tax

Tax planning and preparation for small businesses, privately-held companies, and partnerships

Entity Tax

Comprehensive planning and preparation of returns for trusts, foundations, and estates

Tax Planning

Extensive periodic and on-going tax planning and projections for current and future returns

Westover's Tax Consultation and Preparation Process

At Westover Capital, we understand how high-net-worth clients are exposed to financial risk from taxes. Our goal is to provide a clear picture of what your tax situation may look like in the years ahead and how the decisions you make today can affect your future wealth. With knowledge of your financial goals, we will provide you with a complete picture of how taxes may impact your financial plan

1. Evaluate

We take a comprehensive overview of your current tax situation.

2. Plan

We recommend strategies for business liability and tax planning while assessing your income tax bracket.

3. Prepare

We help you prepare quarterly estimates, extensions, and tax returns in addition to estate and gift taxes.

4. File & Process.

We assist you to file federal, state, and local income tax returns for both individuals and business owners.

Book an Appointment

Ready to take control of your financial future? Schedule a consultation with our expert financial advisors today through the button below!