Financial Services Offered

Complete Registration for 2023 Tax Preparation

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Preparation is the Key to Retirement

Tax Services

An integrated solution for tax planning and preparation.

Waggoner Group is committed to integrating tax planning and preparation into your larger financial plan. We understand that taxes can be complex, so we take the time to understand your individual situation and help you find the best possible solution. Whether you're a small business owner or an individual, our tax professionals can help you with all of your tax needs.

Tax Preparation

Tax preparation for individuals and businesses.
In-person and online tax preparation services.
Available to help with your tax needs year-round.
Estimated tax payments.

Tax Planning

Understand tax implications of investments and other financial decisions.
Identify tax-saving opportunities.
Tax estimation and cash flow projections.
Estate and gifting strategies.

Accounting & Bookkeeping

Services for small businesses.
Integration into your payroll process.
Consolidated financial reporting.

Resources

Tax Rates

Publications

Tax Forms

Questions?

The LPL Financial registered representatives associated with this website may discuss and/or transact business
only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any
resident of any other state.

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