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Working closely with legal counsel, financial advisors, and other wealth management professionals, our senior-level CPAs provide innovative solutions to clients’ tax planning, compliance, and representation needs.

Tax Services

We provide all the necessary tax services for planning, projections, and needs for your tax return compliance.

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Financial Statements

Our Financial Services include compilations, reviews, and audits.

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Outsourced CFO

We handle the top-level of your financial controlling.

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Outsourced Fund Support

Optimize your daily functions.

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Tax Modelling

We keep ahead of changes and modifications to tax law and policies.

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Mergers & Acquisitions

A well tailored plan.

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Are you ready to gain control over your Business interests?

Contact us today to see how Wagner, Kaplan, Duys, & Wood can help you succeed.