Wildalea offers full-service tax solutions and support for high-net-worth individuals and entrepreneurs. From complex tax returns to comprehensive tax planning strategies, Wildalea offers robust solutions for multi-faceted taxes. Our team specializes in strategy and tax preparation with unique expertise in real estate, closely held businesses, tax advantaged investments, and more.

STRATEGIC TAX PREPARATION

Our team has a knack for tax -- specifically complex profiles for high-net-worth individuals and business owners. Wildalea offers customized tax preparation solutions including:

 

Tax Compliance
Tax Controversy
Multi-State Filing
Qualified Business Stock Redemption
Nested Closely Held Businesses
Investments in 1031 Exchanges

TAX STRATEGY & EXECUTION

Tax strategy involves careful consideration of various factors such as income sources, deductions, credits, investments, and business structures to optimize tax outcomes. Wildalea’s strategy offerings are uniquely personalized to your financial objectives and can include:

 

Tax Planning Workshops
Customized Strategy Sessions
Tax Mitigation
Tax Deduction & Credits

PROACTIVE PLANNING & VIRTUAL FAMILY OFFICE

For clients that need additional hands-on support, Wildalea offers a unique proactive planning approach and virtual family office experience. This solution includes portfolio, tax, estate, planning, private banking, and wealth management, perfect for niche high-net-worth families that need hyper-customized financial management. If you already have a team in place, no problem, we can bring them into the circle, keeping them in the loop with a seat at the table.