facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Solutions

Tax Preparation & Consulting

Collaboration where you need it most 

We partner with an exclusive team of CPA's and tax specialists to optimize your tax planning.

XY Tax Solutions ("XYTS") is a tax preparer and consulting firm that works exclusively with financial advisory firms and their clients. They currently work with over 1000 families across the country. This partnership enables us to optimize collaboration with your tax expert, bringing greater efficiency to your overall financial planning process.

learn more


Wether you are seeking someone to prepare and file your individual return, need help with your small business taxes or have a complex tax need and need a one-time consultation, XYTS will engage with you directly and in conjunction with JWM on a broad range of tax services.


  • Individual tax preparation
  • Small business and trust preparation
  • Hourly consulting

  • Specialties

  • Small business taxes
  • Real estate and rental properties
  • Incentive stock compensation
  • Charitable giving
  • 1031 exchanges

  • Fees are determined by XYTS and based on the scope and complexity of the project.

    Individual returns

    $595 base price + add-ons

    Trust returns


    Small business returns



    $250 per hour