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Our services

Precision Is the Minimum
Strategy Is the Difference

Tax Compliance & Problem Resolution

Accurate Tax Returns Are Just the Starting Point.
  • Individual Tax Preparation
  • Business Tax Preparation
  • IRS Representation & Support
  • State Tax Agency Assistance
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Tax Advisory Services (TAS)

Tax Preparation Is Not Enough—We Go Beyond the Basics.
  • We work with you to develop a customized plan with advice and strategies to minimize your tax liability
  • Proactive tax advises
  • Tax Preparation for individuals & Businesses
  • Tax strategy implementation
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Client Advisory Services (CAS)

Accurate Returns, Strategic Insights, Maximum Savings.
  • Bookkeeping
  • Payroll
  • Sale Tax
  • CFO Services
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Tax Advisory Services

Why Stop at Accurate? Unlock Your Tax-Saving Potential

  • We work with you to develop a customized plan with advice and strategies to minimize your tax liability.
    1. Proactive Tax Advise 
    2. Quarterly Tax Meeting Though the Year  
    3. Optimizing Tax Savings  
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Average Savings $32K
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Total Client Savings $14MM
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Availability 365 Days
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Industries Services

Basic Tax compliance

Client Advisory Services (CAS)

Tax Advisory Services (TAS)

packages

Our Plans

We collaborate with you to create a personalized plan, offering tailored advice and strategies to reduce your tax liability effectively.

individual approach

We Value Our Clients and the Trust They Place in Us

Software We Use

Working with Total Wealth Group has been an incredible experience. As a small business owner, I needed someone I could trust with both business and personal taxes. Their team exceeded my expectations, providing personalized solutions and saving me money. They’re true experts in their field!

Jennifer S.

Business Owner

Total Wealth Group is phenomenal! Their team made filing both my business and personal taxes an absolute breeze. They identified deductions I would have overlooked and explained everything in detail. Their professionalism and attention to detail have earned them a customer for life!

Linda R.

Business Owner

I can’t thank Total Wealth Group enough for their outstanding service. They took the stress out of tax season and provided expert advice for both my company and personal returns. Their team is knowledgeable, efficient, and always friendly. Highly recommended!

George P.

Business Owner