Back to top


Wade & Company, LLP concentrates on providing a complete range of tax consulting and tax compliance services for federal, state, and local tax issues.  The majority of our tax services are rendered in the area of planning, consulting and tax compliance.  The tax return preparation is an essential part of our tax practice.  Our professional services include:

Federal Income Tax Planning, Consultation and Compliance

Wade & Company provides a broad range of tax planning, consulting and compliance services to individuals, corporations, partnerships, estates, trusts and family-owned businesses. We closely monitor new tax laws and legislation and advise our clients on their impact. Our professionals work closely with clients to identify tax opportunities and resolve tax controversies. Our goal is to help our clients build, retain and maximize their hard-earned wealth. We offer the following planning, consulting, and compliance services: - Federal planning/reporting - Business consulting - Family wealth planning - Trust, estate, and gift tax planning/reporting - IRS revenue agent examination assistance

Mergers & Acquisitions

We provide expertise to businesses and individuals planning mergers, or the purchase or sale of a business. Our services include: - Due diligence - Assistance in obtaining financing - Strategies to reduce or eliminate tax - Business structuring - Business plans and forecasts

Business Outsourcing Services

We administer outsourcing services in the following areas of tax interpretation: - Federal income tax compliance - Multi-state income tax compliance - Multi-state sales and use tax compliance - Ad valorem (property) tax

Financial Reporting

Wade & Company, LLP provides review and compilation services for private businesses and high net worth individuals and trusts. We concentrate on maintaining a close and constructive relationship with our clients at all times and on being continually responsive to their business and personal needs.

Litigation Support

We deliver investigative and financial services on a wide range of legal matters, including: - Forensic accounting - Fraud - General business litigation - Business interruption - Marriage dissolution

Financial Planning

Wade & Company, LLP is committed to adding value for our clients. We achieve this by dedicating ourselves to: - Upholding the confidence placed in existing relationships through unwavering integrity, ethical behavior and service - Maintaining open, honest and trust-based relationships

State and Local Tax Planning, Consulting and Compliance

We have compiled an outstanding record of handling complex multi-state taxation matters. We focus on minimizing tax burdens at both the state and local levels, and provide state and local compliance, nexus studies to reduce multi-state corporation taxation, plus planning and settlement services regarding tax controversies. We also specialize in: - Restructuring corporate attributes to minimize or eliminate nexus in high tax rate states - State income compliance and examinations - Credits and incentives - Ad valorem (Property) tax compliance and examinations - Sales and use tax compliance examinations

Other Areas of Expertise

Wade & Company, LLP has a diverse range of services available to individuals and businesses in a variety of industries. In addition to the services mentioned above, we also specialize in: - Payroll processing - QuickBooks accounting help and assistance - Entity selection and restructuring - Financial projections - Business valuation - International taxation

Information Request for Services Listed Above