Tax and Estate Planning - Simplified
At Olson Wiest we only offer two services - Tax and Estate Planning. But in those two services, we compete with the best coastal law firms. Everything we do is on a fixed fee to take the uncertainty out of planning and allow our clients to choose planning that fits their budget.
We routinely save clients well over $1M dollars and, because we know our fees, charge less than 5% of potential taxes saved in almost every scenario. Our lawyers come from the top schools--Harvard, NYU, UCLA, Georgetown--with training at the best law and accounting firms.
A unique service we offer is integrated tax and estate planning. We believe integration allows for greater flexibility and savings across income and estate taxes. We can advise on both domestic and international trusts, Puerto Rico relocation, and other tax domestic and international planning.
Our clients often come to us for a Business Sale, managing taxes in a Merger or Acquisition, at the moment of a large Infusion of Income, Excessive Business Income, Establishing or Updating an Estate Plan, preparing a simple Will or Trust, or otherwise Questioning their Taxes.
Whether you are starting a business, in need of restructuring, thinking you may be paying too much in taxes, or otherwise curious about your estate and security of your family's future, contact us and we can tell you whether we can help. We operate in a low pressure environment and give potential clients every opportunity to say no.
Because we can offer our services remotely we are happy to serve clients across the US.
We Get Results
The tax and estate planning advice currently serving smaller and middle-market businesses does not provide the creativity and sophistication that is offered to larger clients. Our firm is attempting to change that. Our lawyers have served large clients and bring that expertise to smaller businesses.
At an average tax savings of 20x the amount paid for legal fees, tax planning fees are our clients' highest-return investment. We get results for our clients and those results speak for themselves.
