CPA-led tax planning and compliance for small businesses earning $500k–$5M annually. Cut your tax bill, stay compliant, and make smarter decisions—all year long.
Free calls are limited to ensure meaningful analysis—book now.
Credits, deductions, and incentives exist to help businesses keep more of what they earn. But when taxes are treated as a once-a-year task, those opportunities are missed—and the cost adds up. See how we turn missed chances into real savings.
We meet with you throughout the year to make sure you're always a step ahead—not scrambling in April.
We explain everything in plain language, so you always know what’s happening and why it matters.
Our systems handle the complexity so you can focus on growing your business—not tracking forms.
Our approach helps uncover missed opportunities, reduce your tax burden, and simplify compliance.
We analyze your business structure, expenses, and current tax approach to find what's being missed.
We guide you with proactive planning and meet quarterly to stay aligned with your business goals.
You reduce your tax bill, avoid surprises, and gain clarity—all with a trusted CPA on your side.
For small businesses that need to stay compliant—without the stress.
• Business and personal tax return preparation• Quarterly tax estimate planning• Cloud bookkeeping system setup + light review
Covers your essentials and keeps you fully compliant.
For growing businesses looking to reduce taxes with a forward-looking plan.
• Everything in Essential Compliance• Quarterly proactive tax strategy sessions• Entity structure optimization• Annual tax forecasting
Helps you plan ahead and save more at every stage.
For established businesses ready for advanced strategy and full support.
• Everything in Strategic Tax Planning• Unlimited advisory access• Advanced strategies: R&D credits, retirement plan design, cost segregation, real estate optimization• IRS representation and audit defense
Designed for those who want to unlock every opportunity.
We don’t just file your taxes—we help you plan for them. With a CPA by your side throughout the year, you stay ahead of deadlines, avoid overpaying, and gain peace of mind.
Discuss your business tax needs and learn how strategic planning can support your business objectives.
Wakefield Tax is led by a licensed CPA with experience advising at a top national firm. We bring that same level of strategic tax planning to growing small businesses—without the complexity, confusion, or high hourly rates.
We serve established businesses across industries including professional services, trades, e-commerce, and retail. We typically work with companies earning $500k–$5M annually.
We provide ongoing tax planning and compliance services through monthly engagement. This allows for proactive planning throughout the year—not just at filing time.
Our clients receive strategic tax planning, accurate filings, and reliable guidance for every business decision.
Yes, we prepare and file all required business and personal returns, manage quarterly payments, and handle all compliance deadlines.
We go beyond basic tax prep by building a forward-looking strategy tailored to your business—helping you reduce taxes, avoid surprises, and gain clarity.
Tax strategy only works if it’s part of how you run your business. Monthly support means we’re there when you need us—not just once a year.
Ready to discuss your business tax planning needs? Contact us to schedule a consultation and learn about our services.
2025 Wakefield Tax | Strategic Tax Planning for Small Businesses
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