Wexler & Hart is a boutique tax practice serving founders, family offices, and closely-held companies who have outgrown the seasonal preparer. We work small on purpose, so the partner who quotes you is the partner who signs — and defends — the return.
We don't sell packages. We build a multi-year picture of your tax position, your entity structure, and the people behind both — then we make decisions that compound. Below: the tax work that comes up most.
Quarterly forecasting, entity restructuring, equity event modeling, and a posture that treats your return as a year-round instrument — not a March surprise.
Federal, state, and local returns prepared by the partner who knows your business — and the credits, deductions, and elections that compound across years.
When a notice arrives — or an examination opens — the partner who built your position is the one who argues it. We answer the IRS so you don't have to.
Trust accounting, gift-tax strategy, and the long, careful work of keeping a family's capital intact across the third generation — when most of it usually disappears.
"We measure success not in returns filed, but in decades of tax positions defended." — N. Hart, Managing Partner.
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