My 20-year working relationship with WDW has been nothing but positive. 

Over the past years, Drs. Hill & Thomas Co. has engaged WDW to prepare various tax returns as well as perform financial statement and benefit plan audits.

I feel they provide quality service and would certainly recommend their services to others.

Patty Bittel, Controller, Drs. Hill & Thomas Co.

Do These Questions Pertain to You?

Cash Flow Management

  • Do I have financial peace of mind?
  • Am I saving enough or spending too much?
  • Do I have control over my cash flow?

Charitable Gift Planning

  • What are the tax implications of a planned gifting program?
  • Which assets make the "best" gifts?
  • Do I need to set up a charitable trust to accomplish my goals?

Divorce Planning

  • If I get divorced, what happens to my retirement plan?
  • What other financial factors should be considered?
  • What steps should I take to protect my assets now that I am divorced?

Education Planning

  • Can I afford to send my child to college?
  • What are the benefits of a 529 Plan?
  • What are the best ways to save for college?

Elder Care Planning

  • Do I have a plan for long-term care?
  • What information should I have on my aging relatives?
  • Which health care documents should I have?

Estate Planning

  • What happens to my assets when I am gone?
  • Are my assets properly titled?
  • Do I have enough life insurance?

Retirement Planning

  • Will I have enough to retire?
  • During retirement what are my sources of income?
  • How much social security will I receive?

Risk Management

  • Do I have enough insurance?
  • What other risk exposures do I face?
  • Do I understand my insurance coverages?

Tax Planning

  • Am I minimizing my tax burden?
  • Is there any way to avoid the AMT?
  • What steps should I take before year end for tax planning?