Wakefield Tax

Wakefield Tax is a professional CPA and CFO advisory firm dedicated to providing strategic tax planning, compliance, and financial guidance for business owners, professionals, and real estate investors. Founded by Thomas Wakefield, the firm emphasizes proactive planning to ensure financial clarity and sustained growth. Their core services include comprehensive tax strategy, ensuring businesses optimize their tax outcomes through year-round planning, entity structure optimization, and strategic timing of income and deductions.

Additionally, Wakefield Tax offers compliance services with monthly accounting and annual tax preparation, providing clean, organized financial records that meet regulatory requirements. Their advisory services involve ongoing CFO-level consultation, delivering insights for profitability and strategic decision-making based on real-time data. Wakefield Tax also tailors services for specific client needs, such as specialized planning for real estate investors, including 1031 exchange strategies and portfolio-level tax planning. With a focus on clarity and confidence, Wakefield Tax aims to empower clients to navigate financial opportunities effectively.