Work / Adviser coordination
Adviser coordination
One point of contact who keeps your attorneys, wealth managers, insurance advisers, and auditors working from the same numbers.
From scattered to coordinated
Where clients often start
Each adviser sees only part of the picture, and you carry information between them.
Where the work aims to take you
One point of contact who keeps all advisers working from the same numbers and calendar.
What this includes
- One shared set of numbers for all of your advisers
- A shared calendar of closes, filings, and planning meetings
- Preparation of the figures your advisers request
- Follow-up so decisions are carried through
Who this is for
Businesses and individuals with several advisers who each see only part of the picture.
How an engagement works
Introductory call
A conversation about your situation, entities, and current advisers to see whether the engagement is a fit.
Scope and engagement letter
Each engagement is scoped to your situation and, where possible, set at fixed fees.
Organize the first year
Prior returns, entity records, and account access are gathered, and one consolidated picture of the engagement is built.
Standing calendar
Regular closes, estimated payments, filings, and planning meetings, set in advance and shared with your other advisers.
Frequently asked questions
How does an engagement start?
The work starts with an introductory call. Sending an inquiry or booking an introductory call does not by itself create an engagement. Wendland Services accepts work only after both parties sign a written engagement agreement.
How are fees set?
Each engagement is scoped to your situation and, where possible, set at fixed fees.
Do you work in German?
Yes. Wendland Services works with clients in English and German.
Do you manage investments?
No. Wendland Services does not manage or hold client assets and does not sell investments or insurance. Wendland Services works alongside your wealth managers.
Related insights
Accounting
Consolidated books across individuals, entities, and trusts, closed on a regular schedule.
Tax preparation
United States federal tax returns for individuals, entities, trusts, and gifts, prepared from reconciled books.
Tax planning
A year-round planning calendar, coordinated with your attorneys and wealth managers.
Entity administration
Filings, deadlines, ownership records, and intercompany activity, tracked in one place.
Overall administrative support
Bookkeeping and reporting kept current, with one point of contact for your advisers.
Cross-border coordination
Support for businesses and individuals with ties between the United States and other countries.