Wigand Integrated Wealth Launches Innovative Tax Services

Wigand Integrated Wealth Launches New Tax and Advisory Services

Wigand Integrated Wealth (WIW) is thrilled to unveil Wigand Integrated Tax & Advisory (WITA), a comprehensive service dedicated to tax strategy, preparation, accounting, and advisory solutions for business owners as well as affluent individuals and families. This innovative launch marks a pivotal moment in the company's ongoing mission to enhance wealth management.

The Vision Behind WITA

Since its establishment, WIW has aimed to consolidate various aspects of wealth management, assisting clients in attaining elevated levels of financial prosperity. The formation of WITA is an exciting evolution that underscores this vision. WIW's CEO, Reinhold Wigand, noted that effective tax management is critical to fostering greater wealth for their clients.

The Importance of Proactive Tax Management

Reinhold shared, "Through extensive planning and investment management, we observed that proactive tax management presents an extraordinary opportunity to maximize our clients' wealth." This means that clients will not only receive a detailed tax management plan tailored to their individual and business needs, but they will also find it seamlessly integrated into their overall financial strategy.

Collaboration With Existing Advisors

Wigand emphasized the importance of collaboration, stating that where clients hold productive relationships with their current tax advisors, WITA aims to complement these efforts. The goal is to work together with tax professionals to maintain and elevate the financial wellbeing of all parties involved. For clients seeking a sophisticated and proactive approach to tax planning and preparation, WITA is enthusiastically equipped to take on that responsibility.

Leadership at WITA

WITA will be under the skilled leadership of Chief Executive Officer Sam Wigand, who holds qualifications as a CPA, CFP®, and CEPA. Alongside him is Chief Operating Officer Kendall Chavez, a distinguished CPA, Certified Concierge Accountant (CCA®), and Certified Tax Coach (CTC®). With her notable track record of success in a previous tax strategy firm, Chavez embodies the commitment and expertise needed to forge a significant tax and advisory practice within WIW.

A Unique Approach to Wealth Management

Reflecting on the mission, Reinhold expressed, "Our distinctive approach to integrating all dimensions of wealth management showcases our dedication to innovative strategies aimed at achieving optimal financial results for our clientele." This philosophy sets WIW apart in a competitive marketplace and positions WITA as a valuable resource for affluent individuals and business owners looking to optimize their financial outcomes.

Contact Information

Individuals seeking further information or who wish to connect with WITA can do so by reaching out at 303-225-0334. For additional details, please visit wita.tax.

Frequently Asked Questions

What services does Wigand Integrated Tax & Advisory offer?

WIG offers tax strategy, preparation, accounting, and advisory services tailored for business owners and affluent individuals.

Who leads Wigand Integrated Tax & Advisory?

WITA is led by CEO Sam Wigand and COO Kendall Chavez, both of whom have extensive experience and qualifications in tax and advisory services.

What is the vision behind WITA?

The vision is to integrate all aspects of wealth management to maximize financial outcomes for clients, particularly in tax management.

How does WITA collaborate with existing tax advisors?

WITA aims to work in conjunction with clients' current tax advisors to ensure optimal financial outcomes while providing advanced tax strategies as needed.

How can clients get in touch with WITA?

Clients can reach WITA by calling 303-225-0334 or by visiting their website at wita.tax for more information.

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