Proactive Tax Strategy

Tax Strategy for Small Business Owners

Strategic tax planning integrated into your business decisions. CPA guidance helps you understand deductions, optimize timing, and position your business to improve your tax situation throughout the year.

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WELCOME TO WAKEFIELD TAX

Your Strategic Partner Across All Financial Decisions

Built on comprehensive CPA expertise, we bring this knowledge to every aspect of business and personal finance—from tax strategy and compliance to operations and growth. Wakefield Tax is not just your accountant—we are your strategic partner on your financial journey.

Expert Guidance

Personalized Solutions

Proactive Approach

Exceptional Service

Thomas Wakefield, CPA

Founder Wakefield Tax

Tax Strategy

Personalized guidance to navigate tax laws, optimize deductions, and minimize liabilities for your financial success.

Tax Strategy

Personalized guidance to navigate tax laws, optimize deductions, and minimize liabilities for your financial success.

Tax Strategy

Personalized guidance to navigate tax laws, optimize deductions, and minimize liabilities for your financial success.

Compliance

Accurate preparation and filing of federal and state returns, bookkeeping, payroll, and quarterly estimates for ensured compliance.

Compliance

Accurate preparation and filing of federal and state returns, bookkeeping, payroll, and quarterly estimates for ensured compliance.

Compliance

Accurate preparation and filing of federal and state returns, bookkeeping, payroll, and quarterly estimates for ensured compliance.

Advisory

CFO-level financial and operational guidance to manage cash flow, track performance, and support business decisions for sustained growth and profitability.

Advisory

CFO-level financial and operational guidance to manage cash flow, track performance, and support business decisions for sustained growth and profitability.

Advisory

CFO-level financial and operational guidance to manage cash flow, track performance, and support business decisions for sustained growth and profitability.

Tax Planning Throughout the Year

Every financial decision has tax implications. Wakefield Tax provides proactive, year-round strategic planning customized to your business needs. When you have guidance throughout the year, you're positioned to identify opportunities and navigate complexity with confidence.

“In a world of changing regulations, trusted advice is your strongest asset.”

“In a world of changing regulations, trusted advice is your strongest asset.”

“In a world of changing regulations, trusted advice is your strongest asset.”

ABOUT

Who You're Working With

Direct access to a licensed CPA focused on understanding your situation and positioning you for better outcomes.

Need Help with Your Tax Matters?

Reach out today for expert advice tailored to your financial needs. Your first consultation is free—no obligations.

Need Help with Your Tax Matters?

Reach out today for expert advice tailored to your financial needs. Your first consultation is free—no obligations.

Need Help with Your Tax Matters?

Reach out today for expert advice tailored to your financial needs. Your first consultation is free—no obligations.

Wakefield Tax is dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

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© 2025 Wakefield Tax. All rights reserved.

Wakefield Tax is dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us:

© 2025 Wakefield Tax. All rights reserved.

Wakefield Tax is dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us:

© 2025 Wakefield Tax. All rights reserved.