Tax Services


Professional Wealth Advisors, LLC (PWA) is proud to add individual and business tax services to our comprehensive financial and wealth management platform under the umbrella of PWA Tax Services. Available as of February 1, 2022, PWA Tax Services is offered through an alliance with Kirkby Phelan & Associates CPA, LLC of Bloomingdale, IL as well as the existing relationship with Moser Tax Services.

“Tax implications are important to consider in financial planning and wealth management,” explains Peter Wilmot, PWA Managing Partner. “PWA Tax Services can consult and advise to support our clients’ goals with a comprehensive support system.”

Individual tax services include:

  • Income Tax Preparation and Planning
  • Certified Estate Planning
  • Estate and Trust Consultation and Coordination
  • Certified Divorce Financial Planning
  • Budgeting and Debt Management and Guidance

Business tax services include:

  • Tax Management Services
  • Tax Preparation
  • Accounting Systems Consultation
  • General Ledger Financial Statement Preparation
  • Personal Financial Statements
  • Sales Tax Filing
  • Bookkeeping (Monthly, quarterly, or annual)
  • Business Tax Planning and Return Preparation
  • QuickBooks ProAdvisor
  • Cash Flow Budgeting and Forecasting
  • Payroll Tax Filing
  • Financial Officer outsourcing services

PWA Tax Services joins many other resources unique to PWA such as in-house legal, accounting and administrative services which are offered to advisors and clients of Professional Wealth Advisors, LLC.