Tax & WealthTax & Wealth

Tax & Wealth Management, Inc.

Your partner for strategic tax & accounting services, independent advice and audit representation.

Our Services

Family Office Services

Bring organization and peace of mind to your family finances with Tax & Wealth Management, Inc. We provide turn-key family office administrative services supervised by experienced CPA professionals.

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Family Solutions

  • Income tax planning, projections, and compliance
  • Estate planning and implementation
  • Financial statement preparation
  • Bill pay and check writing
  • Strategic planning sessions
  • Cash management

Corporate Executive Tax Planning & Preparation

Gain strategic insight into your tax planning and preparation with our team of dedicated professionals.

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Corporate Solutions

  • Corporate executive tax planning and compliance
  • Expatriate individual income tax preparation
  • Income tax planning and projection
  • Estate planning and implementation

Areas of Expertise

Our team of dedicated CPAs are experienced in handling your financial needs

  • Integration of family office services by a professional CPA firm
  • Estate tax planning and implementation
  • Charitable gifting strategies
  • Preparation of concise summary reports
  • Representation with respect to IRS and state tax authority audits
  • International reporting for US persons
  • Partnership and 754 basis adjustment matters

Our Mission

“We help people with complex investments and compensation arrangements simplify their lives by providing objective advice and independent tax and accounting services on a collaborative basis as part of a team of advisors.”

Our Core Values

Brian Gothot

President

Doug Shostek

Senior Tax Director

Don Lesko

Tax Director

Sandra Formica

Accounting Associate

Margaret Gothot

Treasurer

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Michelle Page

Tax Director

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George Gothot

Senior Associate

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Susan Stepanek

Senior Associate

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Jeanne Wolnik

Office Administrator

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Nancy Barker

Accounting Associate

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Let Us Help Simplify Your Life