Individual Client Services
What We Offer
We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.
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Our tax experts will prepare and file your federal and state tax returns so you can rest with ease. At Wakefield & Company, we focus on maximizing your returns in accordance with the most updated tax codes as applicable in your locality.
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Advising clients in proactive solutions designed to optimize their tax efficiency in accordance with evolving tax codes.
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Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for fianacial growth.
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Get our expert advice about all available retirement options and find a plan that best fits your lifestyle and financial goals.
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Allow us to ease the process and assist you with asset distribution, wealth transfer, and trust and estate tax planning in an expert-advised tax efficient manner.
Book an Appointment Now
New Client Scheduling
Existing Client Scheduling
New tax clients are scheduled for a 15-minute complimentary consultation appointment. Cost of services beyond this initial consultation will be discussed during this meeting.
For more complex needs, consultation appointments average 1 hour and are priced at a base rate of $100. Cost of services beyond this initial consultation will be discussed during this meeting.
If no significant changes from prior years, you do not need an appointment. Just upload tax documents to Canopy or deliver them to the office.
If you have significant changes from prior years, schedule a 15-minute appointment here.
Choose your appointment duration as you deem necessary.