General Info

W3 Business & Tax Consultants, Inc W3's core service is to provide our clients with sound, timely, and professional accounting information enabling them to make effective management decisions. W3 Business & Tax Consultants, Inc is poised to strategically advise even the smallest of business ventures to have the most prosperous earning potential. W3 understands the language of business and has the capacity to teach that language as specialists in your industry category. The key is to think like a wise man but communicate in the language of the people (William Butler Yeats ). W3 offers a staff with a combined (50 ) + years of practical financial business experience and advanced technical training to meet all of your accounting, finance, and tax needs. W3 professionals include CPAs with Masters' degrees in taxation and business as well as a tax attorney / financial planner. This unique combination allows W3 to offer a wide range of services which include: tax planning and preparation for both businesses and individuals; IRS dispute resolutions; not for profit organization specialization; entity formation; audits, business write-up; payroll preparation; financial planning and review. W3 should be your consulting firm of choice for the new and changing challenges of being in business. The bottom line is that W3 is reliable and has an extensive knowledge base. We listen and we care about the future and success of your business. What will it take for W3 to be your business partner? W3 represents the business and personal needs of its clients. It is more than just a firm. W3 serves as an advisor you can communicate with year-round regarding your financial needs. Whether you require year-end tax planning, personal financial statements, retirement & benefits consulting, or need assistance with other challenging business situations, we are there. As a consulting firm, we will be dedicated to provide comprehensive tax, accounting, financial planning and reporting services to our clients as well as advise them. The firm will hold strong to its commitment as its clients' business partner and trusted advisor which helps us to assist the client in making good business decisions. Competence is a key to making those decisions and competence is what W3 offers. Mr. Lee has over 25 years of experience in the areas of federal taxation, business planning, income tax controversy and financial planning. He maintains a portfolio of clients aiding them in the areas of estate planning, retirement planning, minimum distribution analysis and asset allocation models in financial plan recommendations for clients. Prior to joining W3, Mr. Lee was a financial planner with Prudential Co. He was also the CEO of Steps Ahead Inc., which is a tax consulting firm. Louisiana State Board of CPAs Mr. Taylor has over twelve (12 ) years of experience in the field of taxation and accounting for businesses and personal service companies such as medical and dental practices. His expertise includes but is not limited to tax research, compliance, consulting and accounting for small to mid size business. In addition to being a partner of W3, he is the CEO of Taylor CPA, LLC which is a multi-service CPA firm providing accounting and financial services to individuals, and small to mid size businesses. Prior to this Mr. Taylor held positions with Arthur Andersen, LLP and Robinson & Grimes, LLP.