Tax Planning and Consulting
Effective tax planning begins before important financial decisions are made. We help clients evaluate current and long-term tax consequences through proactive planning and multi-year analysis.
Explore Tax Planning
Professional Services
Thoughtful Guidance
for Important Decisions
We provide tax, accounting, financial reporting, valuation, and advisory services tailored to the circumstances and long-term objectives of each client.
Explore Our ServicesHow We Serve
Professional Experience Applied to Your Circumstances
At William W. Stubbs III, P.C., we provide comprehensive accounting, tax, and business advisory services tailored to the needs of individuals, families, entrepreneurs, closely held businesses, estates, and trusts.
Every client receives personal attention and practical advice based on years of professional experience. Our objective is to help clients make informed financial decisions while maintaining the highest standards of professional service.
Our philosophy is simple. We strive to build long-term relationships by providing responsive service, practical advice, and the professional attention every client deserves.
Service Areas
Comprehensive Services. Personal Attention.
Our services are organized around the financial, tax, reporting, and strategic issues that most often arise for our clients.
Tax Return Preparation
We prepare federal and state income tax returns with an emphasis on accuracy, compliance, personal service, and identifying opportunities that may reduce future tax liability.
Explore Tax PreparationBusiness Advisory Services
We work alongside business owners as trusted advisors, providing practical guidance that helps them evaluate important financial, tax, operational, and succession decisions with confidence.
Explore Business AdvisoryEstate & Trust Tax Services
We provide experienced tax and accounting services for estates and trusts, helping fiduciaries understand their responsibilities, satisfy reporting requirements, and navigate important transitions with confidence.
Explore Estate & Trust ServicesBusiness Valuation Services
We provide thoughtful, well-supported business valuations for transactions, succession planning, ownership matters, estate and gift tax issues, financing, and other important financial or legal purposes.
Explore Business Valuation ServicesAccounting and Financial Reporting
We provide accounting services designed to help business owners understand their financial position and make informed decisions.
- Financial statement preparation
- General ledger accounting
- Bookkeeping assistance
- Payroll consulting
- QuickBooks consulting and support
- Financial analysis
Retirement Planning
Sound retirement planning requires careful coordination of tax considerations, investment objectives, and long-term financial goals. We work with clients and their financial advisors to evaluate tax-efficient retirement strategies, including distribution planning and Roth conversion analysis when appropriate.
IRS and State Tax Representation
When tax issues arise, we represent clients before the Internal Revenue Service and state taxing authorities, helping resolve examinations, notices, and compliance matters in a professional and efficient manner.
A Coordinated Approach
Advice That Considers the Complete Financial Picture
The best answer is rarely found by considering only one tax return, one financial statement, or one transaction.
We work to understand how the various parts of a client’s financial life fit together. This may involve collaborating with attorneys, bankers, financial advisors, and other professionals when coordinated planning can produce a better result.
Our objective is to give clients useful information, explain available choices, identify potential consequences, and help them move forward with greater confidence.
Local experience. Personal service.
Trusted guidance for life’s important
financial decisions.
Corpus Christi, Texas 78401 (361) 887-8434 wwstubbs@taxfact.com