You Deserve More
You earned the life you’ve built. We’re here to 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, Florida, we’ll put over 30 years of experience to work for you nationwide.
WGW Founder
Taxes
Whoever you are, however you earn, we form relationships. It takes more than plugging numbers into software once a year to plan your best tax savings. We’re here for you all year to consult on all your tax considerations federally and in every state.
Self-Employed
Whether you’re working a part time side hustle or running your sole proprietorship, LLC, or corporation as a career, we’ll help guide you to your best financial advantage regardless of size.
Investors
Real estate, stocks, options, insurance, annuities, and more, for both long term security and income now, your capital gains and recaptures are handled with the expertise they need.
Foreign
The IRS has never been stricter about money moving internationally. We’ll address every rule to keep your international transactions, ownership, or investments in compliance and safe.
Lifestyle
From solar credits to living on retirement income to how to benefit from that vacation property or new RV, we’ll make sure every aspect of your life is considered in your tax planning and filings.
Investments
Deciding when to buy or sell, choosing instruments that meet your needs, evaluating real estate transactions for rental potential and long term gains, or navigating the complicated world of stock and options trading, we’re here to help you keep your investments safe. We never broker your transactions or get a commission, so we have no reason to be anything but completely objective about your goals.
Estates
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.
Wills & Trusts
Provide your basic information and we’ll review your wishes, contact you with any questions, and deliver your will as a printable PDF. Your will can be as simple as passing all your assets to one person, or as complex as adding guardianships and trusts, pet care provisions, and specific gifts for multiple beneficiaries.
Medical Directives
While it’s the last thing we want you to need, your most important asset is you. You should have just as much control over what happens to you as your physical assets. Otherwise known as a Living Will, MDs let you decide how you’re cared for if you’re incapacitated, or appoints someone else to make those decisions.
POAs
An “ordinary” Power Of Attorney (as opposed to durable) is void if you’re found unable to make your own decisions. The goal is to make life easier, but always leave you in control. You may want to give authority over your banking and bills while you’re away, or have someone handle a business interest, as examples.
Planning
Sometimes these documents are all you need. Sometimes your estate is complex enough to consider the tax consequences of inheritance or structuring your assets for generations to come. This is where our combination of tax, investment, and trust experience can blend to give your estate planning a real edge.
Business Guidance
We’ve consulted with everything from part-time online retailers to multinational startups and nonprofits from 28 countries on US formation, accounting procedures, payroll planning, 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.