Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. WEC Associates administers the utmost respect for its clients and is committed to establishing and maintaining long term relationships.Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We become your partner and bring our over 25 years of experience to you.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

 

Business Consulting – “Partnership For Success”

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to service you in making the the right decisions for the future of your business. Whether you  are faced with questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to achieve all your business goals and objectives.  We work diligently with our clients by developing a plan to stimulate the economic growth of their company, that will in turn, maximize the long term profitability of the business.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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IRS Representation – Never Attempt to Handle it Yourself

We can help you resolve your tax problems. Do not ignore any Notices you receive from the IRS or your state revenue agency, contact us immediately. You need a partner, working for you.

  • Unfilled Tax Returns

Even if you lost your tax records were or they were destroyed, such as your W2’s, 1099’s Investment/Bank Interest Statements, College Tuition, Mortgage Statements, etc., we have the experience and the knowledge to obtain your records and prepare your tax return for most unfilled tax returns.

  • Under collection action

If you have received notices for demand of tax payments, known as Collection Action, we can work with the IRS to attempt to negotiate a settlement that will stop the Notices.

  • Facing Wage or Bank Garnishment

Having your wages or your bank account garnished by the IRS or state revenue agency can be the most stressful situation to find yourself. We have the knowledge to attempt to release a wage or bank garnishment, usually within a day or two.

  • Examinations/Audits

Receiving a Notice that “your tax return has been selected for examination” doesn’t necessarily mean your tax return is wrong. However, you need a pro on your side to help handle the process..

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!