How much do you want to save?

We have literally saved individual clients tens of thousands of dollars in taxes.

What do we do that others don’t? We utilize the whole tax code, understand the latest tax law, and find legal ways to lower your taxes. Here are some opportunities you may be missing:

Entity restructuring for businesses, property, investments

Change in your financial life can offer unexpected tax savings

Maximize current operating expense deductions

Most effective amortization of capital expense write-offs

Organize business travel expenses to best advantage

Tax benefits from charitable donations and retirement investments

Deductions for education expenses or caring for aging parents

When you have a strategic financial partner, you can rest assured that your accounting needs are expertly managed with maximum tax savings – freeing you to live your life and grow your business.

We can't recommend Wulstein Financial Services highly enough. The team lead by Weldon Wulstein is by far the best CPA service we have used. Their knowledge of tax code and how to best apply it to your businesses and personal returns is second to none. It is the first CPA firm we've found that reviews every business, maximizes your returns and takes full advantage of all the tax laws. If you are serious about taking full advantage of the tax code to help build your wealth, look no further than Wulstein Financial Services. Putting them to work for us was the best decision we ever made!

Alex & Jen Trier | Trier Management, Inc.

Weldon Wulstein has been a wizard with his knowledge of the tax system, guiding me through the best tax strategies when purchasing a new home and car. He also amended a 2015 tax return where I received almost 100% of what I paid and the IRS paid me back with interest.

Jennie Rozas

We want to thank you for your creative, resourceful, helpful, tireless, and industrious efforts which have saved us many thousands of tax dollars in the past year. Your staff has been incredibly knowledgeable and friendly, which always results in positive and productive phone support. Thank you also for being there during our new investment sessions. With your advice, we know that we are making the right decisions.

Joe & Lisa Lin | Lin Management

Wulstein Financial Services has been our CPA firm for more than 20 years. We have depended on them for a wide range of family and business financial services. Not only is Wulstein extremely knowledgeable and capable, all our needs are handled with a professional and positive attitude. We hold them in the very highest regard.

Chris & Mary Strohm

Where Do You Want To Start?

Financial Strategy

Build a relationship with a financial services team that takes the time to fully understand your business and offers invaluable guidance.

IRS Representation

Don’t worry if the IRS comes calling – you’ll have the professional representation you need to guide your dealings with federal and state agencies.

Business Forecasting

Prepare for your business’s bright future with the information you need to make decisions and manage your business finances.

International Taxation

If your U.S.-based company does business abroad, employees working abroad, or foreign nationals working here, take advantage of our extensive international tax knowledge.

Estate and Trust Planning

Let’s craft a thorough plan for your estate that includes a taxation strategy to minimize your beneficiaries’ liability.

From Start-Up to Succession

Get a strategic financial partner that can manage any or all parts of your business’s life-cycle – from establishing your corporate entity to ensuring smooth transition of leadership.

Financial Insights

June 25, 2018

How much do you want to save?

We have literally saved individual clients tens of thousands of dollars in taxes.

What do we do that others don’t? We utilize the whole tax code, understand the latest tax law, and find legal ways to lower your taxes. Here are some opportunities you may be missing:

When you have a strategic financial partner, you can rest assured that your accounting needs are expertly managed with maximum tax savings – freeing you to live your life and grow your business.

Where Do You Want To Start?

Financial Strategy

IRS Representation

Business Forecasting

International Taxation

Estate and Trust Planning

From Start-Up to Succession

Financial Insights

Tax Saving Techniques

Your Right to an IRS Appeal

Filing Amended Returns

How much do you want to save?

We have literally saved individual clients tens of thousands of dollars in taxes. What do we do that others don’t? We utilize the whole tax code, understand the latest tax law, and find legal ways to lower your taxes. Here are some opportunities you may be missing:

When you have a strategic financial partner, you can rest assured that your accounting needs are expertly managed with maximum tax savings – freeing you to live your life and grow your business.

Where Do You Want To Start?

Financial Insights

We have literally saved individual clients tens of thousands of dollars in taxes.

What do we do that others don’t? We utilize the whole tax code, understand the latest tax law, and find legal ways to lower your taxes. Here are some opportunities you may be missing: