WGW Financial – You earned it. We'll help protect it.

You Deserve More

You earned the life you’ve built. We’ll help protect it with services that let you keep more of what you’ve earned and have more control over what happens to it. Based in Tampa Bay, we put over 30 years of experience to work for you nationwide.

Taxes

Whoever you are, however you earn, it takes more than plugging numbers into software once a year to plan your best tax outcome. You need someone on your side who truly understands the US tax code so short term decisions don’t become long term mistakes. We’re here for you all year to consult on all your tax considerations federally, in every state, and internationally.

Individual

Whether you’re a salaried employee, retiree, working a part time side hustle, or managing your sole proprietorship or LLC as a career, the enormous US tax code gets more complex every year. We keep up to make sure you keep what you’re entitled to. Our clients are everyone from small family farmers and Uber drivers to high volume traders and Fortune 100 management.

Commercial

We’ve consulted with everything from part-time online retailers to multinational tech startups and nonprofits here in the US and in 34 other countries on US formation, accounting procedures, logistics, and the US tax implications of all those decisions. It’s your business. We’ll make decisions together that let you get the best balance from it, both financially and personally.

"Personal attention made all the difference. I only wish I had found this years before, as I discovered I'd been overpaying my taxes by literally thousands. I don't make a financial decision without checking in first now."

Karin Young

Solopreneur
Maryland

"After a number of consultations with very expensive lawyers and accountants in both Canada and the US left us confused, WGW was able to make everything perfectly clear. I now understand exactly what we need to do to set up internationally, and thankfully with a much simpler, tax saving structure."

Druanne Galaghan

Property Developer
Ontario

Investment Evaluation

Deciding when to buy or sell, choosing retirement vehicles that meet your needs, or evaluating real estate transactions for their true rental return potential and long term gains, we’re here to help keep your investment choices safe. We never broker your transactions or get a commission, so we have no reason to be anything but completely objective about your goals.

"WGW not only found us incredible savings on our taxes, but gave us a thorough walk-through of our investments and overall financial planning to make and save as much as possible year after year. We rely on them for advice all year round."

Jay Leask

Solutions Architect
Virginia

"Amazing to work with. Very knowledgeable and really makes sure I understand everything I need to understand to get every available dollar from my investments, as well as offering advice and direction. Very friendly and great customer service too."

Cole Stashley

Real Estate Investor
California

Estate Planning

Nothing complicates a crisis like being made powerless in the middle of it. That’s exactly what probate and health care regulations can do to you or your family if your intentions are unclear at a critical moment. We deliver personally crafted, affordable ways to protect what’s yours, perhaps when it’s never been more important. The extensive options in our Last Will & Testament, Medical Directive, and Power Of Attorney make this the best value in fixed price estate plan packages you’ll find anywhere.

Get Started

Enter your wishes in our self-start form. We're here if you hit a snag along the way or something's not right.

Give Us A Bit

Real people craft your documents, not computers. We'll send your results to you faster than you'd expect.

Finalize

Sign with your witnesses. We'll even let you know if your state allows use of a virtual notary to make things easier.

"We were blown away by the detail. Going through the online interview made things seem so simple that I was actually a little concerned. Then we got pages of details that addressed every concern we had about kids from her previous marriage and what happens if one goes or we both go in an accident at the same time. I can't recommend this enough."

Nick & Julie Patterson

Home Service Providers
New Mexico

"I trusted them already because they do my taxes, but I shop. I looked at all the big sites. One place only did a financial Power Of Attorney. One place only did a blanket Power Of Attorney. There was a lot of that in the details. This was the most flexible on top of the better price. And I'm glad because having everything in one place is what I wanted anyway."

Lindsey Kaiya

Software Developer
Wisconsin

Financial Analysis

As a Financial Expert approved by numerous courts and arbitration panels, our property valuations, business valuations, forensic analysis, and opinions have been used in negotiations and trials across the country. Nothing is ever a canned report from software. We use our expertise and your local economic indicators to create custom determinations for you and make sure value really means value.

"WGW's detailed valuations and report on the financial impact of our claim plus an hour of video testimony at trial created the first light I'd seen in our long legal battle. They truly gave us the turning point in our case."

Curtis Lindstrom

Transportation Co
Texas

"My divorce dragged on with continuing claims there was nothing of value to split. Then my lawyer referred me here. 28 pages of property and business valuations with opinions on division finally changed everything."

Lisa Chen

Administrator
California

Get In Touch

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Main Office
4602 CR 673 11206
Bushnell, FL 33513

Tampa Regional
12870 E Hillsborough Ave.
Suite E011
Dover, FL 33527

St. Petersburg Regional
7901 4th St N
Suite 13260
St. Petersburg, FL 33702

Administration
101 Rainbow Drive
Suite 11206
Livingston, TX 77399

You Earned It