Individual & Family Taxes

Texas Individual And Family Tax Preparation And Planning

It goes without saying that a lot of the tax issues and problems that affect individuals and families could have been avoided with proper tax preparation and planning. When it comes to tax preparation and planning, Wheeler Tax Solutions has the experience and the expertise required to assist you with any tax issue you may be dealing with. Through continuing education, we are able to sharpen our skills and are qualified to prepare your income tax return regardless of your state of residence.

Our goal is to make the tax preparation process as simple as we can while minimizing your tax liabilities through careful and proper tax planning. Regardless of your financial situation, we can offer you accurate advice and provide you with the highest quality services possible. Whether you need assistance planning for your retirement, preparing your current federal and state income tax returns, or saving for your daughter’s or son’s education, our team of tax specialists can assist you with all of your exclusive needs.

Wheeler Tax Solutions provides a wide range of individual and family tax preparation and planning services. In addition to federal tax preparation and state tax preparation we can assist you with:

  • Current and past federal and state returns
  • Estate tax return preparation
  • Gift tax return preparation

Federal Tax Planning and State Tax Planning

If you need assistance in the areas of federal tax planning and state tax planning, we can provide you with the following services:

  • Better cash flow management
  • College savings plans
  • Education and tax planning
  • Estate and succession planning
  • Estate and trust planning
  • Financial budgeting and planning
  • Insurance planning
  • Minimizing tax liability through strategic tax planning
  • Retirement planning
  • Succession planning

The importance of proper tax planning and timely tax preparation cannot be overstated based on the consequences of not following these practices. As your tax advocate, Wheeler Tax Solutions our goal is to establish an advantageous and beneficial tax solution that fits your exclusive circumstances.

Additionally, our tax specialists are dedicated to efficiency while being comprehensive and proficient at both the federal and state levels. We are also committed to keeping you advised and up to date on any changes in the laws, important information, and planning strategies that may apply in your situation. As a leader in tax resolution solutions, we are genuinely concerned about our client’s tax issues. Our tax resolution experience and expertise enables us to provide you with the highest quality services possible and insures that you will receive the attention that you deserve.

Contact Wheeler Tax Solutions