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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

  • 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

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

Accounting & Bookkeeping

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


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.

Link Disclosure: The information being provided is strictly as a courtesy. When you link to some of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.