When it comes to tax preparation and planning, clients need more than technical guidance from their advisors. They need a firm that combines technical knowledge with a personal commitment to client service and a unique understanding of client needs.

Williams and Samuel offers a distinct level of service and attention. When our clients explain their challenges, our professionals stop and listen. We use that information-combined with our deep industry and technical experience-to share meaningful insights and to craft tailored tax planning ideas. Dedicated to serving as proactive advisors, our tax professionals offer a personal touch.

Williams and Samuel's tax professionals possess an in-depth knowledge of the intricacies of a full spectrum of tax services. We stay on top of the latest regulatory updates-and we help our clients understand how they may be affected by these changes. Committed to maintaining close communication with our clients, we publish and distribute a variety of tax publications to clients on a timely basis.We provide tax planning strategies and sound, reflective business and financial advice focused on the following areas:


W&S prepares annual Federal and state income tax returns and, where appropriate, amended returns, claims for refund and accounting method or period change requests. Our tax professionals are committed to maintaining the involvement required by the complexity and the constantly changing nature of tax law.


In addition to annual return preparation, our clients rely on us to provide inquiries, observations and suggestions about items that emerge during the return preparation process. Our strong client relationships and the information developed from performing the annual tax return create a basis for rendering reliable advice.

Williams & Samuel Tax Preparation & Planning Services:

  • Individual Income Tax Preparation
  • Business Income Tax Preparation
  • Amended Returns
  • Comprehensive Tax Planning & Strategy
  • Estate Tax Preparation & Planning
  • International Tax
  • State and Local Taxes
  • Maximized Business Deductions when coupled with our Bookkeeping Service