​Tax Planning

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We believe Financial Planning should be based on your goals and your "investment comfort zone." 


​Preparation

Get the help you need to quantify specific goals.

​Tax fears – irrational or warranted – cause real concerns about filing our annual tax returns. Do you have an aversion to filling out your own tax return? Does just reading a tax form cause anxiety? Often, life changes such as getting married, growing a family, getting divorced, receiving an inheritance, or starting a new business represent a significant source of stress when
it comes to preparing tax returns. Do you worry about making an error on your return? Do you stress over what could happen to you because of an error?

We offer tax preparation services separate from our financial planning services. We have qualified tax professionals, certified by the IRS, as enrolled agents, to help you navigate the daunting task of income tax preparation and we will stand beside you to help you understand and resolve the issue should you receive one of those dreaded letters from the IRS.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















​Tax Planning

Get the help you need to quantify specific goals.

​His Enrolled Agent (EA) designation, together with his Certified Financial Planner (CFP) designation mean Brent Hamilton is professionally qualified to offer tax planning advice for the complex matters you may encounter. If you are considering life changes such as marriage, growing a family, divorce, receiving an inheritance even starting or closing a business, Brent is
professionally qualified to help ranging from preparation of tax returns to planning advice on most complex tax matters.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















​Problems Resolution

Get the help you need to quantify specific goals.

​We are all human and on occasion make a mistake on a tax return. Panic sets in when you receive a notice in the mail from the IRS, State or local government taxing authority notifying you of an error. We have the experience and expertise to help you resolve these problems. First, we determine the cause for the error. It could be a math or preparation error. Or, someone who
sends you tax forms may have reported something incorrectly to you or the taxing authority. Once the problem is identified, together we can negotiate a resolution.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.