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One team to create, preserve, and retain wealth and protect your business

All-inclusive tax planning, asset protection, estate planning, and investment management

Small businesses power 80% of the economy. They deserve the best support and protection.

When it comes to your business, you need complete clarity and efficiency. Unfortunately, this usually means hiring multiple professionals, resulting in multiple meetings and the need for even more of your mind space. At Wealth Management Accounting, we offer an all-inclusive approach that delivers 100% clarity while also protecting your valuable time.

Small business owner

All-Inclusive Wealth Management


Say goodbye to 3 different and often opposing answers. Our experts work side-by-side to ensure the answer you receive takes all areas into account.

Save Time & Money

No one should need to make time for 3 separate meetings. With us, it’s one meeting and one team every single time.

Tailored to You

Everything we present to you will be unique to your lifestyle and goals, keep you in the driver’s seat, and be 100% understandable. No more 150-page reports!

All-inclusive business services

1040 Complex Tax Return:
  • Schedule A
  • Schedule B
  • One state
One (1) of the following:
  • 1120
  • 1120S
  • 1065

Additional business entities can be created upon request for a one-time fee.

Family LLC
  • 1065 tax return preparation
  • K-1 forms
  • Funding FLLC
  • Limited bookkeeping
  • Medicaid Spend Down
  • IRA Rescue
  • Survivor Assistance
  • Asset Protection

One-time fee required for Family LLC setup and legal document preparation

Additional services*
  • Schedule C (Business)
  • Schedule D (Capital Gains & Dividends)
  • Schedule E (Rentals)
  • Schedule F (Real Estate)
  • Bookkeeping
  • Payroll
  • Additional 1065, 1120, and 1120S return preparation

Under one fixed fee


*Additional accounting services are priced separately upon request