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Partnering with
Attorneys at Guerra Tax and Wealth Planning

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CPAs & Guerra TWP

Guerra TWP works hand-in-hand with CPAs nationwide to assist clients in developing strategies to minimize income taxes, minimize estate taxes and increase the wealth protection afforded to their client's assets.  By working directly with CPAs, we are able to develop a holistic plan to accomplish the client’s goals. 


Additionally, Guerra TWP is a unique estate planning practice in that we have a heavy focus on state and federal income tax planning, in addition to general estate planning and wealth transfer planning.


Please contact us to schedule a meeting to discuss how we can assist to achieve your client’s tax and wealth planning goals.

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