Tax Planning

Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Wealth Ambassadors Advisors have in-house tax planners.

Some of our Tax Services include the following, but not limited to:

  • Tax Advisory
  • Tax Planning
  • Tax Minimization Planning

Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.

IRS and State / Local Representation

Our staff knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.

Tax Planning

We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift and trust tax returns.

Schedule Your Appointment with

Brenton Dearing
Today!

Wealth Ambassadors, LLC is registered as an investment adviser in Missouri, Illinois, Colorado and Texas, and may only transact business with residents in those states or residents in other states where legally permitted subject to exemption or exclusion from registration requirements.

Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.