Tax Resources
The resources below are in PDF format. Adobe Acrobat Reader, a
free download
, is required.
2010
Health Care Reform Alert - Forefield Advisor
Estate Planning Opportunities for 2010
Roth Conversion Concept
Tax Planning for the Self Employed
2009
Tax Organizer
Tax Planning Guide
2008
Tax Organizer
Tax Planning Guide
Business Planning Guides
Business Valuation Strategies
Retirement Plans for Small Businesses
Selecting the Best Estate Planning Strategies
Balancing the Needs of Children, Parents and Yourself
Investment Guides
Investment Theories
Improve Portfolio with Asset Allocation
Brochures
CPA Prime Plus Services
Estate Taxes
Charitable Remainder Trusts
Life Insurance Trusts
Living Trusts
The Wertz & Company Approach
Client-Centered Model
Enterprise Design Model
At Wertz & Company, we have designed our company around you…
OUR CUSTOMER PROMISE
:
We will deliver a high quality work
product, on time, every time.
We will treat you professionally and with respect
.
We will respond
in a timely, understandable manner to your questions.
We will provide proactive planning
on personal and business matters.
We will bring to bear our firm’s full expertise
to address your business matter.
If we cannot address your need
internally we will draw upon our network to find a professional who can.
We will invoice
your company in a prompt, clear and concise fashion.
Copyright © 2007 Wertz & Company
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