Families & High Net-Worth Individuals

New and changing tax laws aimed at the wealthy are continually at the forefront of regulatory debate. Preserving wealth has never been so important and such a challenge as it is now. It is of absolute importance to have a tax and planning advisor on your side to help build, preserve, manage, and transfer your financial legacy.

Our professionals have more than 70 years of assisting clients in managing assets, tax planning, business succession, retirement planning, and estate, trust, and gift tax planning. We specialize in creating tailored strategies that address complex tax issues and can integrate comprehensive wealth management with our DWC Wealth Advisors team, giving clients full access to expertise in all things financial to support their lifestyle and legacy goals.

Services

  • Income tax return preparation and filing, including multi-state taxes
  • Capital asset planning and strategy
  • IRS audit support
  • Conservation easement tax deduction
  • 1031 exchange deferral

Tax Services

  • Family office services, including bookkeeping and expenses management
  • Payroll processing and filings for staff
  • Accounts reconciliation
  • Personal financial statements

Consulting Services

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Fraud investigations and risk management
  • Agreed-upon procedures

Audit & Assurance

Integrated financial planning and strategy with a goal of building and preserving your wealth.

Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.

DWC Wealth Advisors

Our Family and High Net-Worth Individual Specialists

Lisa L. Cunningham, CPA
Lisa L. Cunningham, CPAPrincipal
Donna M. Hardy, CPA, CVA
Donna M. Hardy, CPA, CVAPrincipal
Michael B. West, CPA
Michael B. West, CPAPrincipal
Sarah J. Fischer, CPA
Sarah J. Fischer, CPAAssociate Principal
Rachel M. Schlepp, CPA
Rachel M. Schlepp, CPAAssociate Principal
Lisa A. Thon-Kollar, CPA
Lisa A. Thon-Kollar, CPAAssociate Principal
Brooke A. McKenzie, CPA
Brooke A. McKenzie, CPAManager
Mark W. Plantz, CPA
Mark W. Plantz, CPAManager