We have a team of experienced professionals ready to help navigate you through any audit, business valuation, consulting, forensic litigation, outsourced accounting, risk advisory, tax, transaction advisory, or wealth management needs that you may have. We understand that one solution will not work for everyone and we approach each new challenge with a perspective as unique as the clients we serve.
The relationships that we have with our clients extend far beyond the numbers. Our communication will be ongoing throughout the year and not just focused on the year-end deadlines. As your trusted advisor, we will be available, responsive, and ready to help.
Client Accounting & Advisory Services (CAAS)
CAAS offers direct access to a team of experienced professionals that handle outsourced accounting solutions including accounting, bookkeeping, payroll and tax records on behalf of our clients. Our comprehensive approach provides you with short-term and long-term, cost-effective solutions.
We develop strategies for small businesses, large corporations, and everything in between. We understand there is not a one-size-fits-all solution and will tailor our approach to meet the unique demands of your company.
Forensic, Litigation & Valuation
Our team has become one of the largest litigation and forensic services of its kind in the region. Our size and proven track record allow us to handle complex caseloads in an efficient and effective manner. We are ready to serve our clients and have qualified team members who serve as testifying experts in cases across the country.
As we live in a digitally-centered world, it is imperative for a company to navigate the associated risks involved with technology. Risk management can be an overwhelming task but we have an experienced team ready to help you mitigate the potential risks you may face.
With frequent changes in tax laws, it is imperative that you have a trusted advisor to help guide you through the details. We have a diverse team of professionals with significant experience advising clients on federal, international, and State and Local Tax (SALT) matters. Regardless of your needs, our team will work diligently to help you achieve your goals.
We provide a wide range of services to clients on the buy and sell side of a transaction. Our team is committed to assisting clients as they contemplate difficult business decisions. We place a focus on the most significant factors that affect deals and the risks associated with the transaction.
WPWealth offers high-quality financial, advisory and consultant services to a wide range of clients. As your trusted advisor, we will anticipate changes in the financial environment and provide recommendations based on comprehensive research.