Back-Office Tax Services

Let’s save your clients some money!

real wealth tax & accounting, llc.

Real Wealth Tax is passionate about minimizing clients’ tax liabilities. Many tax professionals look for solutions for today. Real Wealth Tax finds solutions to lower your tax bill not just now, but over a lifetime! We can work with your own CPA to train them on these strategies, or you can use our team as a back office. Contact us to learn more about how we can serve you and your clients.

Services & strategies:

  • Charitable Lead Annuity Trusts
  • Charitable Remainder Trusts
  • Roth Conversion Analysis
  • Tax Preparation & Recommendations
  • Tax Analysis
  • CPA Training

Please note: You’ll need to consult a local attorney if legal advice is desired for outside of Wisconsin.

Free Webinar Training Session on these strategies:

Charitable Planning for the Middle Class – presented 6/19/2018 (see webinar details)

Video appears at 1:38

Notes & Resources: