Wealth and Tax Advisory Services, Inc.

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Wealth and Tax Advisory Services, Inc.
23 Corporate Plaza Dr Ste 280, Newport Beach, CA 92660-7907, USA
Corporate Phone
949 - 467 - 2800

Wealth and Tax Advisory Services, Inc.

We believe that service, experience, and a genuine concern for clients are prerequisites for developing long-lasting relationships.

WTAS is one of the largest independent firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients across the country. The firm is comprised of over 500 personnel located in fourteen major cities and encompasses top advisors with previous experience in the international accounting firms, law firms, the IRS, and state taxing authorities. Our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

We specialize in full service individual and business entity tax compliance and consulting. Our clients are at the center of our operating model which is structured to allow us to be entrepreneurial and proactive in our approach, and enables our Managing Directors to “roll up their sleeves” and work directly with you. As a WTAS client, the professionals you get to know in your first meeting are the same professionals who will be working with you throughout the process.
Our services are customized for our clients and include:

  • Planning & Compliance for Businesses
  • Planning & Compliance for Individuals and Families
  • Exempt Tax Advisory
  • Valuation
  • Investment Advisory
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