Tax Advisory Services for High Net Worth Clients

Complex tax rules silently erode hard-earned wealth. At The Whitlock Co., our expert, forward-thinking team turns complexity into opportunity, designing capital-saving strategies that grow with you, not against you. Discover how proactive advice beats reactive filing; schedule your confidential consult today.

Tax advisory conversation

Complex tax rules silently erode hard-earned wealth. At The Whitlock Co., our expert, forward-thinking team turns complexity into opportunity, designing capital-saving strategies that grow with you, not against you. Discover how proactive advice beats reactive filing; schedule your confidential consult today.

Upcoming Change: Federal Tax Payments Must Be Made Electronically Starting October 1, 2025

Beginning October 1, 2025, the federal government will require all tax payments to be made electronically. This shift is part of a nationwide initiative to move all federal disbursements and receipts, both payments and refunds, away from paper checks and into digital systems.

After September 30, 2025, taxpayers will no longer be able to mail checks or money orders to the IRS or other federal agencies. Instead, payments must be submitted through electronic funds transfer (EFT) methods, such as direct deposit, prepaid card accounts, or other approved digital payment systems.

While there will be limited exceptions (primarily for individuals without access to banking services or in certain national security-related situations), electronic payment will be the standard requirement for nearly all taxpayers. The Treasury Department is expected to provide support and outreach to assist those who may face challenges transitioning.

At The Whitlock Company, we are here to help clients prepare for this important change. If you have questions about how the new requirements may affect you or your business, or if you’d like guidance on transitioning to electronic payments, our team is ready to assist.


Elevate Your Wealth with Tax Advisory Services from The Whitlock Co.

  • Proven since 1913: A century of advanced tax strategies that stand up to shifting laws.
  • 50+ CPA specialists: A brain-trust optimizing tax planning strategies for high income earners all year.
  • Holistic wealth lens: Estate tax management, philanthropic bundling, and tax advisory service that align with life goals.
  • National reach, Midwestern care: Strategic tax & advisory services delivered personally from Springfield, Kansas City, and Joplin.
  • Tech-forward insights: Real-time portfolio tax management and cost-segregation reports for timely decisions.
  • Tax planning for capital gains expenses

    Capital‑Gains Shocks

    Unexpected capital gains can inflate your tax bill and erode long‑term compounding. We minimize the hit by harvesting losses, deferring gains, and leveraging QSBS exclusions—so more of your wealth stays invested and working for you.

  • Tax and Accounting for Investment management

    Tax‑Dragged Portfolios

    Ongoing taxes on dividends, interest, and short‑term gains erode your portfolio’s momentum. Through strategic asset location and cash‑balance plans, we defer liabilities and align assets for tax efficiency, boosting after‑tax returns without added risk.

  • Tax and Accounting for Estate Planning

    Estate‑Tax Uncertainty

    Changing exemption limits and valuation rules can expose your legacy to unexpected taxes and shrink inheritances. By implementing GRATs, ILITs, and locking in today’s higher exemptions, we move appreciation out of your estate—preserving more wealth for heirs and cherished causes.

  • Tax and Accounting for Real Esate Assets

    Real‑Estate Asset Headaches

    Ill‑timed depreciation schedules and uncovered risks can drain cash flow and spike taxes. Through cost‑segregation studies and captive‑insurance reviews, we fast‑forward deductions and guard against losses, turning property burdens into tax‑efficient wealth growth.

Tax Advisory Services FAQs

When should I hire a tax advisor?

Engage us before major liquidity events so we can structure gains efficiently.

Do you work with tax advisory clients outside Missouri?

Yes—our secure portal and national licenses let us serve clients in all 50 states.

What’s the difference between tax prep and advisory?

Preparation records history; advisory shapes the future with customized, advanced tax planning strategies built to support your assets and minimize liability.

Can you coordinate with my investment manager?

Absolutely. We collaborate to align portfolio moves with optimized tax timing.

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Ready to Safeguard Your Wealth With Expert Tax Advisory Services?

Speak with The Whitlock Co. to keep more of what you earn. Call 417-881-0145 or request a strategy session with our experts today.

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