Our Services

At Winkler CPA & Consulting, PC our tax advisors work overtime to keep up
with the ever-changing tax laws of this country.

Our Strategies to Success

Our strategies help you to create a successful plan to reduce your taxes. Whether you need advice or preparation with your personal, corporate, or trust return, we will deploy our tax preparation expertise, education and years of experience to advise you. We also provide nationwide consulting services, estate and retirement planning, tax advice and succession planning.

Personal Tax
Preparation and Planning

Winkler CPA & Consulting, PC goes beyond the 1040 return to analyze both current and projected income. We make recommendations for tax strategies and deductions all year long and with our year-end planning recommendations.

Winkler CPA & Consulting, PC helps you grow and preserve assets, defer income, and reduce taxes on your income, estate, gifts, investments and retirement distributions.

Services include:
  • Retirement planning — tax-smart distributions from retirement accounts
  • Tax planning – assisting clients in making smart decisions to save on taxes
  • Tax preparation of Form 1040
  • Comprehensive fiscal planning for growth– including multi-entity strategy planning
  • Succession planning
Individual Tax Checklist
At Winkler CPA & Consulting, PC, corporate tax planning means structuring a plan to minimize current and future income tax. This includes goal setting and forecasting into the upcoming fiscal year.

We prepare clients’ corporate tax files and advise on how to minimize taxes through tax deferral, improved tax accounting and other methods of business structuring for the most beneficial tax advantages.

Services include:
  • Technological solutions to maximize efficiency for rapid accurate internal financial reporting
  • Compilations and reviews
  • All-inclusive tax-planning strategies to minimize your tax bill
  • Comprehensive fiscal planning for growth– including multi-entity strategy planning
  • Succession planning
  • Tax preparation of Forms 1120, 1120S, 1065, complex sales tax reporting
First Meeting Checklist
Tax Season Checklist

Business Tax
Preparation and Planning

Estate and Trust

Asset transfer can attract significant taxes if not well planned. For owner-managers, this can create possible problems with family owned businesses in a variety of ways.

Winkler CPA & Consulting, PC brings a wealth of experience to the table in the areas of management succession, equity ownership, financial structuring, tax planning and estate, trust and will preparation.

Services include:
  • Educated tax advice on planning your estate – who should and should not be beneficiary
  • Sound tax advice on distributions from retirement accounts (such as IRAs) on the death of the owner
  • Fiduciary accounting for estates and trusts
  • Tax preparation of Forms 1041, 706 and 709
  • Informed income tax planning on funding of trusts
  • Charitable remainder trusts – accounting and tax preparation
Tax Season Checklist