Wulstein, Weldon W, CPA

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Tax Return Preparation, Accountants-Certified Public, Accounting Services

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Today: 9:00 am - 5:00 pm

26 Years

in Business

(530) 542-3771Visit WebsiteMap & Directions1060 Ski Run BlvdSouth Lake Tahoe, CA 96150 Write a Review

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Mon - Fri:	9:00 am - 5:00 pm

Wulstein, Weldon W, CPA

Tax Planning
We advise start-up companies on entity structuring based on your intentions and goals. Whether S-Corp, C-Corp, or LLC, we can guide you through reporting requirements and tax planning. Forecasting, budgeting, and balance sheet management give you the information you need to establish and grow your business. Thoughtful succession planning lays out a clear pathway for smooth ownership transition. Every stage of your business’s financial life benefits from the strategic guidance of Wulstein Financial Services.

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Places Near South Lake Tahoe with Tax Return Preparation

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Email

Extra Phones

Phone: (530) 542-3577

Payment method

amex, cash, discover, invoicing available, master card, visa

AKA

Wulstein Financial Svc

Wulstein Financial Services

Other Link

http://tahoecpa.net

Categories

Tax Return Preparation, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services, Investments, Payroll Service, Taxes-Consultants & Representatives

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Details

Phone: (530) 542-3771

Address: 1060 Ski Run Blvd, South Lake Tahoe, CA 96150

Website: http://tahoecpa.net

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Wulstein, Weldon W, CPA

Tax Planning
We advise start-up companies on entity structuring based on your intentions and goals. Whether S-Corp, C-Corp, or LLC, we can guide you through reporting requirements and tax planning. Forecasting, budgeting, and balance sheet management give you the information you need to establish and grow your business. Thoughtful succession planning lays out a clear pathway for smooth ownership transition. Every stage of your business’s financial life benefits from the strategic guidance of Wulstein Financial Services.
Charitable Giving
Charitable Giving – Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Estate Taxes
IRS Representation
You can simply turn any of these notices over to us, and we will handle any additional reporting requested and, if necessary, provide audit representation before the IRS. It is vital to respond in a timely manner, and we will write up any explanations needed and include the appropriate documents. Sometimes, the IRS sends a second letter or notice requesting additional information or providing additional information to you.
Tax Services
Our goal is to give you peace of mind when dealing with very complex international tax law and web of foreign tax agencies. Don’t struggle through this maze alone – let Wulstein Financial’s international tax services guide you.
Roth IRA
ROTH IRAs – Contributions to a ROTH IRA are not tax deductible but the qualified distributions, including earnings are tax-free.
Tax Deductions
Our certified public accountants are well-versed on all IRS regulations and work with you to get the highest tax deductions you can. We find our new clients are often not taken all the deductions they are owed. Let’s look at all your on-going expenses to be sure you are being taxed at the appropriate rate.
Income Tax
Tax and reporting obligations for businesses operating overseas include Corporate Income Tax (CIT), Value Added Tax (VAT), Goods and Services Tax (GST) and withholding tax (WHT). We’ll handle all aspects of international taxation on your behalf...

Investment Management
Bonds

Accounting Services
Wulstein Financial Services builds a relationship that allows us to understand your business – and how we can offer financial advice to make it more successful for you. Our financial planning and analysts give you the tools to take advantage of changes in the marketplace, business accounting standards, and tax law. Strategic financial and accounting services include but are not limited to...
Payroll Services

Financial Planning
Following are some generally recognized financial planning tools that may help you reduce your tax bill.
Retirement Planning
Get your retirement plans in order with a partner who takes the time to understand your individual journey. Everyone’s retirement goals are different – there is no cookie-cutter approach to retirement planning. Some retirees are still paying higher education costs for grown children – or want to go back to school themselves. Some want to travel extensively, others are happy to downsize and stay close to friends and family. Some retire fully, others want to continue working part-time in their business. Your individual retirement plan is what should dictate the steps you take to meet your goals. Wulstein Financials Services takes your goals and creates investment strategies that work for you.
College Funding

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