- Welcome to WB&W - 

Your Professional Firm.

Tax and Financial Services 

Our Services

Our Services

The firm has been based on the philosophy that each client should not only be pleased with the services provided, but have a stress free and personal experience.

 

INCOME TAX PREPARATION

From individuals to corporate tax and everything in between, we have you covered. With the complex tax laws, you can trust our experts to keep you in compliance with federal and state tax returns.

TAX PLANNING

Long term tax planning plays an important role for individuals and businesses.

GENERAL ACCOUNTING/BOOKKEEPING

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

FINANCIAL PLANNING

Financial planning is important for long term wealth. We can help you achieve your financial goals with various investments including but not limited to; stocks, mutual funds, IRAs, 401ks, College savings plans, life insurance, disability insurance, and annuities.

ESTATE & TRUST PLANNING

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

ENTITY SELECTION AND RESTRUCTURING

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.

ACCOUNTING SOFTWARE CONSULTING

Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market, including QuickBooks & Peachtree, allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.

NOT-FOR-PROFIT

Accurate record keeping is essential to maintain the not-for-profit status of your organization. We can assist you in keeping your business status active by maintaining or reviewing you books of record. Our professionals can prepare the required annual tax documents.

History & Values

We have been providing tax, audit, and advisory services for over 40 years for business & individual clients throughout the continental United States. Whatever your tax of accounting need is, here you will find a professional with the special training and experience to assist you accurately - THE FIRST TIME.

Professional

Our specialized skills and knowledge will guarantee you are satisfied with our services.

Personable

We customize our services to meet your needs, with one-on-one guidance and recommendations.

Stress Free

Start to finish, we strive to make all transaction as seamless and painless as possible.

Meet our Team

This group of accountants can uniquely provide specialists for the various accounting and tax services. Many of the specialists are experienced in business just like yours and MORE IMPORTANT a professional who understands and that you can talk to.

Robert G. Wegeler

CERTIFIED PUBLIC ACCOUNTANT

Bob is a graduate of the University of Baltimore with a B.S. in Accounting. He is a Certified public accountant (CPA) with over 40 years of experience. Bob also holds a series 6 license. Bob has served as a director for many privately held companies in the Baltimore area. He also serves as a trustee for various large trust accounts.

Edward B. Winter

CERTIFIED PUBLIC ACCOUNTANT

Ed is a graduate of Loyola College Baltimore. He is a Certified Public Accountant (CPA) with over 25 years of experience. Ed has served as a director for many privately held companies in the Baltimore area. He also serves as a director for many not-for profits.

Joseph Brusak, IV

CERTIFIED PUBLIC ACCOUNTANT

Joe is a graduate from Loyola University with an B.A. in accounting and University of Baltimore with a Masters in Taxation. He is a licensed Certified Public Accountant (CPA) in Maryland. Joe also holds a series 7, 66, and life and health insurance licenses. Joe has worked with everything from small “Ma & Pa” businesses to fortune 500 companies.

Anita Chapman

STAFF ACCOUNTANT

Lisa Windley

STAFF ACCOUNTANT

Sharyn Wegeler

STAFF ACCOUNTANT

MaryAnne Winter

STAFF ACCOUNTANT

Terry Smith

MARKETING

Client Testimonials

What our clients are saying!

  • We’ve been using WB&W for our business tax and accounting needs for just over a year now. Joe is extremely professional and knowledgeable, but more importantly he does a great job helping me understand the “why” and “how” of the accounting side of our business. He works in a timely manner, and his pricing is very reasonable. As our business continues to grow, it’s great to know we are in good hands with WB&W. A great add to the Pixilated Team!

    Nicolas China
  • Thanks, WB&W, for taking such good care of both our finances as well as my Mom’s! No matter how hard we try to stump you or pose creative questions, you still manage to explain the tax laws in ways even we can understand! It’s a great comfort knowing that you are watching out for us and we appreciate your quick and efficient services (especially when we turn in our paperwork the week before taxes are due!)

    Kathi P.
  • As recently married, new-home owning, baby-on-the-way, small business owner, working with Joe has been such a relief. He is always available to answer all of my simple and complicated questions, always responds to my inquiries via phone and email within an hour or two, and is very organized and detailed when preparing our year end taxes. Knowing that I can pick up the phone or shoot him a quick email, get an immediate response in a language I can understand and knowing that his expertise and knowledge are top notch has really helped me take my business to the next level. I would highly recommend Joe and his services to any small business owner looking for clarity, organization and sound tax help!

    Lisa S.
  • My old accountant was inaccurate and not very personable, so I switched to WB&W. They helped convert my business entity from incorporated to an LLC. In doing so I now not only pay less in taxes, but I have simplified the paperwork! I have a new accountant and friend!!

    United Remodeling, LLC
  • When incorporating a business, the paperwork can be a bit overwhelming. Joe walked me through step by step, laying out all my options.

    Ian Johnston - Co-Founder of LIVE TO reLIVE

  • Pixelated Photobooth
  • Lisa Shires Photography
  • LIVE TO reLIVE
  • Ian Johnston Photography

How can we be of Service?

Big or small, we’ve got a solution for you. Feel free to contact us with any of your financial needs.