Be smart about your tax savings strategy!
Welcome to Williams & Kunkel, a trusted tax planning and preparation firm dedicated to helping realtors, independent contractors, and professional service providers optimize their financial wealth. Our mission is to empower our clients to keep more money, grow more money, and make more money. We are committed to providing personalized and strategic tax planning services, going beyond basic tax compliance to deliver exceptional value and savings.
Our Services
*Tax Preparation & Planning Services*: We specialize in tax preparation and planning for high-earning professionals, ensuring that they pay the least amount of tax possible while complying with all tax laws. Our proactive approach enables us to identify potential savings opportunities and implement them in a timely manner.
*Strategic Tax Reduction Planning*: Our certified tax planners work closely with clients to develop customized tax reduction strategies tailored to their unique situations. By thoroughly understanding our clients' financial goals and challenges, we can implement effective plans to minimize their tax liabilities and maximize their wealth.
*Why Work with a Certified Tax Planner*: Our team includes certified tax planners who possess the expertise and knowledge necessary to provide the highest level of service. Unlike traditional tax preparers, our tax planners focus on proactive tax planning to help clients keep more of their hard-earned money.
*Tax Advantaged Wealth Management Services*: We offer tax-advantaged wealth management services designed to help clients grow and protect their wealth. By integrating tax planning with investment management, we can create tax-efficient portfolios that maximize returns and minimize taxes.
*Who We Serve*: We primarily serve realtors, independent contractors, and professional service providers earning over $100,000 per year who are paying $15,000 or more in excess tax. By focusing on these niche markets, we can deliver unparalleled expertise and value to our clients.
Meet Our Team: Our team is composed of experienced and dedicated tax professionals committed to delivering exceptional service and results. With a passion for tax planning and a deep understanding of the unique challenges faced by our clients, we are uniquely positioned to help our clients achieve their financial goals.
*Beth A. Williams, CPA*: As the founder of Williams & Kunkel, Beth is a seasoned tax professional with over two decades of experience in tax planning and preparation. Her expertise and dedication have earned her a reputation as a trusted advisor for high-earning professionals.
*Derek*: As a key member of our tax planning team, Derek brings extensive knowledge and experience in tax strategy and compliance. His commitment to excellence and client satisfaction make him an invaluable asset to our team.
*Karime*: As our client services manager, Karime ensures that our clients receive exceptional service and support. Her dedication to client satisfaction and strong communication skills make her an integral part of our team.
Tools to Improve Your Financial Wealth: At Williams & Kunkel, we believe in empowering our clients with the knowledge and tools necessary to achieve financial success. By leveraging our expertise and experience, we can help our clients optimize their financial wealth and achieve their long-term goals.
The reviews from satisfied clients of Williams & Kunkel highlight the excellent service, expertise, and dedication of the accountants at the firm. The testimonials praise the professionals for their friendly, communicative, and proactive approach to tax planning and preparation. The clients appreciate the personalized attention, guidance, and support provided by the accountants, which has resulted in significant tax savings, reduced stress, and overall peace of mind.
Many clients have expressed gratitude for the firm's expertise in helping small business owners, Realtors, and entrepreneurs optimize their tax strategies. The reviews emphasize the firm's ability to provide customized solutions, address specific concerns, and offer valuable advice. The testimonials also highlight the professionalism, punctuality, and thoroughness of the accountants, as well as the friendly and responsive support staff.
Exceptional Results
The reviews showcase the impressive results achieved by Williams & Kunkel, including significant tax savings, reduced taxable income, and a reduced tax liability. One client reported a reduction of $20,000 to $30,000 in taxable income, while another saved over $100,000 on their taxes. The testimonials demonstrate the impact of the firm's expert guidance on clients' financial situations and stress levels.
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