Services
Prosperity isn’t just about your financial life, but your life as a whole.
At Williams, Steinert, Mask, our mission is to see the members of our community minimize risk, maximize growth, achieve profitability and create long-term stability and our team is passionate about being a part of that journey with our clients.
Williams, Steinert, Mask offers an array of financial services for your personal and business needs. Leveraging expert and up-to-date knowledge of tax laws, thorough consultative engagement, and innovative strategic approaches, our team delivers financial guidance that best fits your needs today, tomorrow, and for the years to come.
SATX Wealth Management LLC’s Form ADV, Part 2A, our current written disclosure statement, can be found here and is also available upon request.
Tax
Tax Reducing your tax burden is one of the best ways to plan for your future. While many firms are able to offer an answer to your tax queries, that answer may not be the best choice for you or your business. This is where Williams, Steinert, Mask shines. We offer a full range of tax planning and preparation solutions while providing understanding to our clients of both their personal and/or business tax situations. We offer the following services:
- Preparation of tax returns, both State and Federal, which includes income, payroll, estate, trust, gift, and other returns.
- Proactive tax planning to eliminate unforeseen surprises.
- Entity selection and structure to minimize your tax liability.
Audit
William, Steinert, Mask utilizes years of technical expertise to execute financial audits, reviews, and compilations to ensure our clients peace of mind knowing that their finances are recorded and reported correctly. Our team addresses the financial and compliance requirements imposed by banks, outside investors, Boards of Directors, and internal management. Each engagement is uniquely tailored based on the client’s specific industry, structure, and size. WSM focuses its assurance services on the following industries:
- Construction
- Real Estate
- Nonprofits
- Financial Institutions
- Governmental
- Professional Services
Bookkeeping
As business owners focus on growing and maintaining their enterprises, it can be challenging to allocate the time for bookkeeping tasks. Our accounting team of dedicated and efficient bookkeeping professionals can assist you with your full cycle bookkeeping needs including:
- Chart of accounts design/implementation
- Account reconciliation/cleanup
- Month-end/year-end closeout including preparation of requisite filings, such as Form 1099
- Monthly/quarterly tax services
- Preparation of internal use financials
Advisory
Williams, Steinert, Mask employs problem solvers, professionals adept at assisting our clients to overcome challenges and constraints to forge a path to a prosperous future. We help clients identify potential tax saving techniques and opportunities to deliver increased efficiency and profitability. We develop comprehensive, flexible strategies that address the issues affecting both your business and family’s unique needs.
Individual
- Tax Planning & Projections
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Investment Planning
- Goal Setting & Accountability
Business
- Tax Planning & Projections
- Entity Structure Review, Selection and Legal Document Review
- Strategic Planning
- General Business Consulting
- Goal Setting & Accountability
- Merger & Acquisition
- Transition & Succession Planning
Wealth Management
Our affiliated wealth management team is focused on removing financial stress and achieving the goals of the client. Our team are experts in the field of employer sponsored retirement plans and have worked with employers of all sizes to design retirement plans that meet the specific needs of their company and employees. Our wealth management team has spent several decades refining the process of investment portfolio design and management through conducting due diligence and employing risk management techniques to create investment portfolios that will provide predictable returns while employing tax efficient, active management. Our wealth management team works with clients to set reasonable goals, simplify the investment process, and provide confidence knowing the client’s finances are in order.