Accessibility Navigation

  • Skip to Primary navigation
  • Skip to main content
  • Alumni
  • Search
  • Client Login
  • Sitemap
  • Contact Us
  • WTAS

    • About Us
    • Services
      • For Private Clients
      • For Businesses
      • For Alternative Investment Funds

      Our experts can assist you with all of your personal wealth needs, including those of your family, your business and your assets.

      As an independent firm, unaffiliated with any financial institution or audit practice, WTAS is not restricted in its ability to provide a full range of tax advisory services to businesses.

      WTAS has the ability to effectively address the complexity of tax financial reporting that is unique to investment partnerships and the principals who manage them.

      Private Wealth

      Comprehensive Tax
      & Financial Advisory
      • Income Tax
      • Financial Planning
      • Financial Management
      Families with Multi-
      Generational Wealth
      • Income Tax Planning &
        Compliance
      • Gift & Estate Tax
        Planning & Compliance
      • Financial Planning
      • Family Office Services
      • Valuation

      Business Owners &
      Entrepreneurs

      • Executive Compensation
        Planning
      • Tax Compliance
      • Compensation & Benefits
      • State & Local Tax
      • Valuation
      • International Tax
        Consulting & Compliance

      Corporate Executives

      • Executive Financial
        Consulting Services
      • Income Tax Planning &
        Compliance Services
      • Compensation & Benefits
      • Diversification Strategies
      • Retirement Planning
      • Independent Investment
        Consulting
      • Estate & Wealth Transfer
        Planning
      • Charitable & Philanthropic
        Planning
      • International Executives

      International Wealth

      • International Tax
        Consulting & Compliance
      • Foreign Investments
        by U.S. Persons
      • International Executives
      • International Transfer
        Tax Planning
      • Foreign Trusts
      • Non-Resident Aliens &
        Non-U.S. Families
      • Compliance

      Alternative Investment
      Fund Principals

      • Hedge Funds
      • Private Equity

      Companies We Serve

      Companies We Serve

      • Publicly-traded Companies
      • Closely-held Companies
      • Private Equity- & Venture Capital-Backed Companies

      Our Services for Your Business

      • Compliance & Operations
      • Accounting Methods & Inventories
      • Federal Tax Controversies
      • State & Local Tax
      • International Tax
      • Accounting & Reporting
        for Income Taxes
      • Valuation
      • Asset & Credit Practice
      • Compensation & Benefits
      • Financial Products & Transactions
      • Real Estate Services
      • Alternative Energy Services
      • Accounting Services for Closely-Held Businesses &
        Local Tax

      Hedge Funds

      Private Equity

    • People
    • Press Room
    • Publications
    • Careers
    • Offices

    Sitemap

    Home  /  Sitemap

    Services

    For Private Clients

    • Private Wealth
      • Comprehensive Tax & Financial Advisory
        • Income Tax
          • Integrated Compliance & Planning
          • Charitable & Philanthropic Planning
        • Financial Planning
          • Compensation Planning
          • Diversification Planning
          • Retirement Planning
          • Tax & Financial Planning Around Marital Dissolution
          • Estate & Wealth Transfer Planning
        • Financial Management
          • Personal Accounting Services
          • Independent Investment Consulting
          • Personal Information Management
      • Families with Multi-Generational Wealth
        • Income Tax Planning & Compliance
          • Integrated Personal Income Tax Planning & Compliance
          • Fiduciary Income Tax Compliance & Planning
          • Business Entity Income Tax Planning & Compliance
          • Charitable & Philanthropic Planning
          • Tax Compliance Services
        • Gift & Estate Tax Planning & Compliance
          • Transfer Tax Compliance
          • Charitable & Philanthropic Planning
          • Retirement Planning & Business Succession
        • Financial Planning
          • Pre-Marital / Marital Dissolution Financial Planning
          • Diversification Planning
        • Family Office Services
          • Establishing Your Family Office
          • Operational & Internal Control Reviews
          • Personal Accounting Services
          • Personal Information Management
          • Independent Investment Consulting
        • Valuation
    • Business Owners & Entrepreneurs
      • Executive Compensation Planning
      • Tax Compliance
      • Compensation & Benefits
      • State & Local Taxation Compliance & Planning
      • Valuation
      • International Tax Consulting & Compliance
    • Corporate Executives
      • Executive Financial Consulting Services
      • Income Tax Planning & Compliance Services
      • Compensation & Benefits
      • Diversification Strategies
      • Retirement Planning
      • Independent Investment Consulting
      • Estate & Wealth Transfer Planning
      • Charitable & Philanthropic Planning
      • International Executives
    • Individuals & Families with International Wealth
      • International Tax Consulting & Compliance
      • Foreign Investments by U.S. Persons
      • International Executives
      • International Transfer Tax Planning
      • Foreign Trusts
      • Non-Resident Aliens & Non-U.S. Families
      • Compliance
    • Alternative Investment Principals
      • Hedge Funds
      • Private Equity

    For Businesses

    • Compliance & Operations
    • Accounting Methods & Inventories
    • Federal Tax Controversies
    • State & Local Taxation
      • Credits & Incentives
      • Sales & Use Tax
      • State Income, Franchise & Gross Receipts Tax
      • State & Local Tax Controversy
      • Individual SALT Services
    • International Taxation
    • Accounting & Reporting for Income Taxes
    • Valuation
    • Asset & Credit Practice
      • Research Tax Credits & Other Tax Incentives
      • Cost Segregation Studies
      • Software Development Cost Analysis
      • Fixed Asset Review
    • Compensation & Benefits
    • Financial Products & Transactions
    • Real Estate Services
    • Alternative Energy Services
    • Accounting Services for Closely-Held Businesses & Local Tax

    For Alternative Investment Funds

    • Hedge Funds
    • Private Equity

    Valuation

    About Us

    People

    WTAS Directory

    Press Room

    Articles

    Press Releases

    Tax Releases

    WTAS in the News

    RSS Feed

    Publications

    Technical Resources

    Newsletters

    Articles

    Careers

    Working at WTAS

    Join WTAS

    Offices

    Alumni

    Search

    Client Login

    Sitemap

    Contact Us

    About Us| Services| People| Press Room| Publications| Careers| Offices

    Alumni| Search| Client Login| Sitemap| Contact Us| Terms & Conditions| Disclaimer| Privacy Policy

    © WTAS LLC 2012. No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any information on this Site or by any hyperlinks to or from any third party websites or pages. Your use of this website is subject to the terms and conditions governing it. Please read these terms and conditions before using the website.