We consider it our pleasure to collaborate and correspond with you throughout the preparation and processing of your individual tax return. No matter how complex, we’re here to address the unique tax needs of business owners, property owners, employed and retired alike. Drawing on our team’s wealth of knowledge and experience, we’re able to construct innovative solutions tailored for you. We work hard to capture an all-inclusive representation of your Income, allowable Deductions and Credits; remaining committed to minimizing your tax bill.

(Forms frequently processed – 1040 (Individual), 1040-ES (Quarterly Estimated Tax Payment), Schedules A (Itemized Deductions), B (Interest & Dividends), C (Sole Proprietorship), D (Capital Gains & Losses), E (Rentals & Royalties), F (Farm & Ranch), and 114 (Foreign Assets Report).

The team at Wenzel & Associates works hand in hand with you and your staff to learn the ins and outs of your company, and can help at any stage of the business cycle – be it a new start-up or a multi-generational corporation.  We have vast experience across numerous industries and will draw upon this knowledge when advising and guiding you, taking advantage of opportunities aimed at minimizing your tax exposure.  We take a genuine interest in your company’s success, and consider it a privilege to work alongside you in the pursuit of your financial goals.

(Forms frequently processed – 1065 (Partnership), 1120 (Corporation), 1120S (S Corporation), K-1’s (Partner & Shareholder Allocation of Income & Expenses), and Texas Franchise Tax Return).

We know how hard you’ve worked to build your wealth and understand the desire to preserve and protect your legacy. Committed to working alongside your professional team as your trusted tax advisor, we strive to maximize your assets while minimizing the tax burden. Having your best interests at heart, our team will coordinate with you to develop a comprehensive strategy custom tailored to your specific needs; Wenzel & Associates understands there is no one-size-fits-all solution.

(Forms frequently processed – 706 (Estate), 709 (Gift), 1041 (Trust & Fiduciary). & Expenses), and Texas Franchise Tax Return).

Our firm understands how important every dollar is when operating a Not-for-Profit entity. By utilizing our specialized expertise, we help you with your distinctive financial challenges, allowing you to concentrate more fully on what is important to you and your organization. Whether operating locally or abroad, we’re able to assist with the many reporting requirements facing your team, ensuring compliance and granting you peace of mind.

(Forms frequently processed – 990, 990-EZ, 990-N, 990-PF, 990-T (Tax-Exempt Organization).

Wenzel & Associates CPAs, LLC provides a thorough and objective examination of your business’s Financial Statements. Our audit team will review each of your internal controls, test selected transactions, and communicate with third parties. Based on our findings, we’ll provide an unbiased opinion on whether the Financial Statements are fairly stated and free of material discrepancy. Our Financial Statement Audits are accepted by Businesses, Banks, and Regulatory Agencies, continuously meeting or surpassing the imposed reporting requirements.

When performing a review, our firm will question your management team and apply analytical procedures to your company’s financials, helping us achieve a better understanding of key relationships among the data.  These executed measures allow us to express a limited level of assurance that your financial statements are in compliance with generally accepted accounting principles and require no material modification.  Since a review is substantially less in scope than an audit, no opinion is expressed, however, our analysis can be very helpful to any decision maker or stakeholder.

When performing a review, our firm will question your management team and apply analytical procedures to your company’s financials, helping us achieve a better understanding of key relationships among the data.  These executed measures allow us to express a limited level of assurance that your financial statements are in compliance with generally accepted accounting principles and require no material modification.  Since a review is substantially less in scope than an audit, no opinion is expressed, however, our analysis can be very helpful to any decision maker or stakeholder.