Touchless Tax Returns
In being mindful of the current situation, we have been proactive in finding solutions to best serve our clients. We want to make sure every client feels secure and safe; most clients do not require a meeting:
Our Services
Business Valuations
Assessing the value of your current business to provide a clear picture of your options is an art & science in which WM&D is well versed.
ESTATE & SUCCESSION PLANS
Developing rock-solid estate & succession plans that protect your assets and your loved ones is an essential service WMD provides.
RETIREMENT PLAN DESIGN
WM&D crafts plans that thrive rather than stagnate, allowing clients to fully pursue their objectives in retirement.
CONSULTING
Analyzing businesses, diagnosing challenges, and guidance toward achievable goals saves clients years of time, energy, and money.
FULL ACCOUNTING & BOOKKEEPING
Financial Statements
Tax Preparation
Expert Navigation
for your financial pathway.
Resources


Individual Stimulus Payments
What are the IRS Notices 1444 and 1444B? If you qualified for stimulus money, within 15 days of receiving your payments, Notices 1444/1444B were mailed
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