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Integrated Tax and Financial Planning


Are you capitalizing on the right opportunities?

Maintaining compliance with tax regulations is integral to wealth management. As part of our holistic planning services, your Rehmann advisors can help you assess accuracy and meet timelines while pinpointing opportunities that bring positive results.

With tax specialists in all 50 states and contacts in virtually every part of the world, we do the heavy lifting and advise through a business perspective. Our full range of U.S. local and regional tax compliance service areas includes:

  • Preparation of tax returns (including business, individual, estate, gift, and trust)
  • Monitoring of due dates and filing deadlines
  • Identification and implementation of planning opportunities and tax-saving strategies
  • Tax projections and tax planning

Taking a deeper look, gaining a deeper understanding

Driven by compliance functions and equipped with exceptional resources, we ask all the relevant questions and provide a more in-depth look at your environment — along with ideas that can make a difference. From offering cost-saving solutions to vetting new possibilities, our multifaceted Rehmann team is passionate about helping you gain a deeper understanding of risks and capabilities.

A holistic approach focused on you

Our clients value Rehmann’s holistic approach to wealth management. We don’t believe in one-size-fits-all solutions — instead we consider your entire financial picture and work across our wide network of industry and area specialists to bring you proactive solutions that fit your unique circumstances.

We also equip you with the tools and knowledge to react rapidly as your situation evolves. When provisions change or new regulations arise, you’ll be able to react rapidly and confidently. And as you move to accomplish your objectives, we’re behind you all the way.

We’re here to help.

Just send us a note and we’ll do our best to get back to you as quickly as possible.

Thomas W. Wiggins, MSM, CFP®, CPFA

Principal | Advisor, Wealth Management


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