Who is TAG?

The Tax Accounting Group (TAG) is one of the largest tax, accounting, advisory, and litigation consulting groups affiliated with any law firm in the United States. TAG has an active and diverse practice with over 60 service lines in more than 45 industries and serves clients in every U.S. state and 25 countries. TAG's certified public accountants, certified fraud examiners, chartered financial analysts, enrolled agents, consultants and advisors provide a broad range of cost-effective tax preparation, planning, and consulting services as well as accounting, financial and management advisory services to high-net-worth individuals, closely-held businesses, estates, trusts, and nonprofit organizations.

TAG's Philosophy

What allows TAG to fulfill their mission and maintain long-term relationships with clients is the passion, objectivity, and deep experience of their professionals. Their senior staff has an average of over 25 years working together as a team, with some having more than 35 years on their platform. These professionals are intimately familiar with and take a personal interest in client needs and work hard to justify the trust placed in TAG. The team is large enough to meet all of your tax and related needs, yet small enough to care.

 

With a great sense of urgency, we strive to offer innovative ideas and problem-solving ability in tax, accounting, financial, operational, managerial and litigation matters to enhance our clients’ success.

Range of Services

Selecting a tax and accounting advisor is one of the most important decisions you will make. With TAG, you get the best of both worlds. You benefit from TAG's quality and highly personalized professional services backed by one of the world’s largest law firms. This one-of-a-kind platform allows us to deliver flexible, customized and specialized services desired by clients while providing uncommon and convenient access to other valuable resources and services in the legal and non-legal fields.

 

Wealthcare advisors and their clients will benefit from engaging TAG when their tax and related matter is unique, complex, advanced or sophisticated, whether tax compliance (preparation), tax planning, advisory, or tax representation matters (civil or criminal and at the federal, state and local levels), and when tax strategy development, tax efficiency, and tax negotiation are paramount.

 

TAG is also routinely consulted in advance of a meaningful liquidating event, such as those connected to a family or closely-held business or in anticipation of an inheritance, when pre-transaction planning is vital, or when succession planning is contemplated. For others, they may engage TAG when they have IRS and state matters before the Collection Division, Examination Division (audits) or Appeals Divisions. In these instances, our National Tax Controversy Practice is poised to help, through our multi-discipline integrated tax controversy management approach, strategy and solutions to mitigate and resolve tax dilemmas, both assessed and unassessed exposure.

Sophisticated tax compliance and planning services for high net worth and ultra high net worth individuals, family offices, trusts, and businesses, including but not limited to:

 

  • Tax Compliance
  • Tax Equalization Calculations
  • Tax Negotiations
  • Tax Planning
  • Tax Provisions and Accruals
  • Tax Representation (federal, state and local levels)
  • Advanced Tax Analysis
  • Sophisticated Tax Strategy Development

An Array of Accounting, Financial and Management Advisory Services, including but not limited to:

 

  • Accounting
  • Budgeting and Forecasting
  • Business Due Diligence Investigations
  • Business Performance Analysis
  • Entity Selection and Restructuring
  • Evaluation of Complex Transactions
  • Financial Modeling and Analysis
  • Financial Statement
  • Mergers and Acquisitions
  • Quality of Earnings
  • Succession Planning
  • Transaction Structuring and Negotiations

A Deep Experience and Bench in Litigation Consulting Services – For legal advisors of Wealthcare RIAs, and their clients, TAG offers a variety of consulting services to lawyers and law firms representing clients in regulatory and transactional matters and throughout various stages of litigation, including but not limited to:

 

  • Asset Recovery Investigations / Locator Services
  • Business Valuations
  • Commercial and Contractual Disputes
  • Damage Assessment and Measurement
  • Expert Witness Testimony
  • Fraud and Embezzlement Detection
  • Internal Corporate Investigations
  • Investigative and Forensic Accounting
  • Marital Disputes
  • Shareholder Disputes

Personalized Attention

TAG believes that it is through personal relationships with you that we can most efficiently address your total tax, financial, accounting and, if necessary, litigation/legal needs. They often hear from clients that while the firm is large enough to serve their various needs, they also take a remarkable personal interest in them and are intimately familiar with their needs. They believe that personalized service and attention maximizes the opportunity to meet the needs of our clients. TAG professionals are available to discuss any questions or issues that may arise. Their policy is to accept all telephone calls immediately and, if that is not possible, to return calls within 24 hours. While others claim to provide exceptional services and personal attention, TAG delivers it.

Team of Integrated Resources

At the core of our approach is our multidisciplinary team which includes CPAs, J.D.s, LL.M.s, CFEs, EAs, MSTs, among others. We draw upon our years of deep experience and combine the efficient interaction between the integrated, multidisciplinary approach of our professionals to meet the needs of our clients. Our one-of-a-kind platform allows us to efficiently deliver one-stop flexibility, customization and specialization to meet each of the traditional, advanced and unique needs of our clients, all with the convenience of a single-source provider.

Advisor Resources

Contact Information

Please contact one of our Team Leads for the Wealthcare family of advisors and clients:

Michael A. Gillen, CPA, CFE, CFF

Director

Tax Accounting Group

215-979-1635

MAGillen@DuaneMorris.com

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John I. Frederick, JD, LLM

Manager of Strategic Alliances

Tax Accounting Group

215-979-1649

JIFrederick@DuaneMorris.com

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Note: LPL advisors must consult LPL Financial before using TAG (Tax Accounting Group) services to ensure compliance with policies and regulations.

Failure to seek approval may result in compliance violations.

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Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”, “WCM”, “WCAP”, “we”, “our”, “us”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940.  All Rights Reserved. 

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This website is intended to provide general information about GDX360® as a WCM and WCAP service. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

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