Client Portal

Tailored Tax Advice For Corporate Professionals

You've worked hard to get where you are today. Don't give more to the IRS than you have to. Our tax team and advisors work together to coordinate year-round tax planning as well as the preparation and filing of our client's tax returns. 

Get Started 

A Holistic Approach to Your Financial Plan

Integrated Financial Planning & Tax Services Can Lower Taxes Over Time

As your career grows, so do the complexities of your taxes. Stock compensation, LTIPs, and other benefits can make it hard to know how much you owe the IRS, and online software rarely gets it right. Don't let them get the best of you. Willis Johnson & Associates’ in-house tax team can help you navigate the intricacies of executive compensation and benefits taxation. We'll work with you year-round to minimize your tax liability and maximize your savings. Let us help you keep more of what's yours.

What Makes WJA's Tax Services Different

Proactive Tax & Financial Planning Under the Same Roof

We collaborate year-round to find tax-savings opportunities and strategies so you can reach your financial goals without overpaying the IRS. 

Personalized Boutique Service Year-Round

Have a question about your return or want to know the tax impact of a major purchase or sale? Give us a call. We'll happily walk you through the important things to keep in mind. 

Tax Expertise on Corporate Compensation & Benefits

Receiving stock compensation or deferred compensation plans are great, but paying taxes twice on them? Not so much. Our team knows what to look for so the compensation you've earned stays with you. 

Tax Services Designed with Corporate Professionals in Mind

Our team of CPAs helps you navigate the complex world of taxes. Most online tax software can’t handle the nuances of reporting stock compensation, and can't properly identify opportunities to lower your tax bill. Whether you are an expat, have deferred compensation, or simply need help understanding the latest tax laws, we can help. 

Individual Tax Preparation & Filing

  • Prepare and file your federal and state income tax returns. 
  • Estimate your quarterly taxes and recommend withholding amounts. 
  • Calculate your required minimum distributions. 
  • Help you identify tax-minimization opportunities. 
  • Provide ongoing tax research and year-round planning. 

Navigating Tax Impacts of Benefit Packages

  • Report the correct stock basis on Restricted Stock Units (RSUs) 
  • Execute backdoor Roth conversions properly on Form 8606
  • Determine long-term tax projections on non-qualified plan payouts or deferred compensation plans

 

Estate & Gift Tax Preparation and Planning

  • Prepare and file your federal and state estate and gift tax returns. 
  • Consult with you on the tax impact of transferring wealth. 
  • Establish and fund charitable vehicles such as Donor-Advised Funds
  • Help you develop charitable giving strategies including Qualified Charitable Distributions. 

Foreign Filing Requirement Guidance & Assistance

  • Help you understand your foreign filing requirements. 
  • Guide you through the process of filing foreign tax returns. 
  • Prepare FBAR, Form 8938, Form 5471, and Form 3520. 
  • Connect you with a network of experienced attorneys. 

We make it simple. Rather than looking at a year in review, we incorporate tax strategy into your financial plan every step of the way. This way, you can be confident that you are making the best financial decisions for your future. 

Stop Missing Out & Overpaying in Taxes.
Meet with Our Team Today.

Your Dedicated Tax Team & Network of Resources

Our team of CPAs works to understand your needs and goals as they prepare your annual tax returns, help you navigate the complex world of foreign financial reporting, or offer consultative guidance on estate planning and charitable giving. No matter how complex your tax situation may be, we make it simple by incorporating tax strategy into your financial plan every step of the way. ​

Leah headshot - small-310

Leah Cessna, CPA

Director of Tax

Danira Garcia - Tax Manager - Blue BG

Danira Garcia, CPA

Tax Manager

Emily headshot - small- small

Emily Robinson, CPA

Tax Manager

Fee Calculator

Investible Assets
= 0.95%
BILLED ANNUALLY

No one dreams of paying more taxes. ​
See how our team can help you keep more of what's yours.