Work / Tax planning
Tax planning
A year-round planning calendar: estimated payments, year-end moves, entity elections, and modeling of major transactions before they happen, coordinated with your attorneys and wealth managers.
From scattered to coordinated
Where clients often start
Major decisions are made first and their tax effects are discovered at filing time.
Where the work aims to take you
Tax effects are reviewed before decisions are final, in coordination with your attorneys and wealth managers.
What this includes
- Estimated payment schedules
- Year-end tax planning discussions
- Entity election analysis
- Tax modeling of major transactions before they close
Who this is for
Businesses and individuals facing a sale, a move, a new entity, or another major decision with tax consequences.
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.
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.
Adviser coordination
One point of contact who keeps your advisers working from the same numbers.