Tax Planning Retirement Plan Audits

Multi State Tax Compliance

To stay competitive in today’s marketplace, many companies conduct business across state lines. It’s not unusual for companies of all sizes to have customers, vendors and employees in multiple states. Unfortunately, these economic activities trigger tax reporting requirements that most are simply unaware of. This creates a significant liability, especially when such violations span several years undetected.

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Tax Planning

Effective tax planning is essential in assisting business and individual clients in their overall financial life and health. We help our individual clients plan financial decisions related to major life events such as retirement, the sale or purchase of a business, exercise of stock options, rental property and vacation home activities, etc. We partner with our business clients to proactively implement strategies that allow them to make intelligent decisions based on overall tax impact..

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From Our Blog

ERISA Fidelity Bonds – Frequently Asked Questions

There are many rules and regulations that need to be followed when managing your company’s retirement plan. Under the Employee Retirement Income Security Act (ERISA), plan sponsors are required to follow specific reporting and compliance guidelines imposed by the Internal Revenue Service (IRS) and the Department of Labor (DOL).

About Wilson Lewis

Wilson Lewis, an Atlanta CPA Firm, focuses on making your life easier. Our main objective is to offer quality advisory services, personal attention, and an economic guide created to protect and grow your future. To accomplish that goal, we’ve assembled a team of experienced professionals that will meet your needs with an unmatched quality of expertise.

Firm Founders Lennie Wilson and Angela Lewis.

Firm Founders Lennie Wilson and Angela Lewis.