One-of-a-kind services designed to set you up for your best financial future

Tax Advisory & Planning Services

In today’s economy, Tax Advisory is essential for safeguarding your wealth. Taxation is the greatest deterrent to wealth creation, and with increasing tax pressures, it’s more important than ever to manage your tax liability effectively.

At Wicker Strategic Wealthcare Group, we specialize in creating tax plans designed to lower your tax liability to the legally possible minimum. If you earn $200,000 or more, own a business, or have paid over $30,000 in federal income taxes, we can help you save significantly on your tax burden.

Proven Results: Tax Savings for Our Clients

Here are a few examples of the tax savings we've achieved for our clients:

  • E-Commerce Company: Saved $650,000 in taxes

  • PR Firm Owners: Saved $30,000 each annually

  • Residential Electrical Business: Saved $250,000 and grew revenue by 6X


Tax Preparation Services

In addition to tax planning, we offer a full range of tax preparation services to ensure that your filings are accurate, timely, and in compliance with all tax regulations. Our services include:

  • Individual Tax Preparation

  • Business Tax Return Preparation

  • Gift & Estate Tax Return Preparation

  • Partnership & Corporate Tax Preparation

  • Estate and Succession Planning

  • Out-of-State Returns

  • Business Start-Ups


Comprehensive Tax Planning Services

At Wicker Strategic Wealthcare Group, tax planning is a cornerstone of wealth creation. Effective tax planning can help reduce your liabilities and increase your after-tax income. We specialize in crafting customized tax strategies for both individuals and businesses, including:

  • Deferring Income: Save money now and pay fewer taxes in the future.

  • Lowering Taxes on Income: Retain more of your earnings by minimizing tax liability.

  • Reducing Taxes on Estate and Gifts: Ensure your beneficiaries receive more of what you’ve planned for them.

  • Lowering Taxes on Investments and Retirement Distributions: Maintain your lifestyle while paying less in taxes.

We also help businesses, both start-ups and established companies, optimize their tax strategy by identifying commonly overlooked deductions and opportunities to minimize tax liabilities for the upcoming year.


Tax Resources

For additional information about taxes, here are some useful links:


Contact Us

If you want to learn more about how we can help you reduce your tax liability and increase your after-tax income, contact us today.

Call us at (502) 893-9743 or reach out through our website to schedule a consultation.