MSW Services

Masters, Smith & Wisby offers a wide range of services to individual and business clients.

Because we constantly update our knowledge, skills and technology, our clients can be assured that they are receiving the most up-to-date, accurate and responsive accounting and business consulting services available. And our highly-trained professionals provide the kind of individual attention and personalized service that you deserve.

If you are interested in a service that is not listed below, please don’t hesitate to ask us about it. If we do not provide the service you require, we would be more than happy to refer you to a qualified professional who can meet your needs.


MSW provides a full range of accounting and auditing services based upon the highest standards of our profession. Click here to view our latest Peer Review Report. Our highly-trained professionals deliver the accurate, understandable information you need to make sound financial and business decisions.

  • Accounting system setup for new businesses
  • Audits, reviews, and compilations
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Business tax return preparation (Sales & Use/Business Property)
  • Cash flow and budgeting analysis
  • Computerized payroll services
  • Financial forecasts and projections
  • Financial statements
  • General ledger & financial statement preparation
  • Litigation support
  • Personal financial statements


In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. We can help your management team set long-term objectives and develop specific strategies to facilitate future growth and success. We can also help you identify areas that negatively affect profitability and develop practical, technically sound solutions.

  • Bookkeeping assistance and oversight
  • Budgeting and cash flow analysis
  • Business valuations
  • Controllership
  • Employee benefit planning, including retirement planning
  • Industry benchmarking
  • Internal management reports
  • Management advisory services
  • Pension and profit sharing plans
  • Planning for the purchase or sale of a business
  • Profit planning
  • Strategic planning
  • Succession planning


Our firm offers a complete array of multi-state tax planning and preparation services to serve your needs throughout the year. Whether you are an individual or a multi-tiered partnership, our experienced professionals will help you develop strategies that take advantage of the latest tax laws and legislation to minimize your current and future tax liabilities.

  • Corporations
  • Estates, trusts & gifts
  • Partnerships
  • Individuals
  • LLCs/LLPs
  • Not-for-profit organizations

We also offer assistance with:

  • Divorce and support issues
  • IRS and multi-state taxing authority representation
  • Payroll tax
  • Sales tax
  • Tax effects of buying/selling a business


Because Masters, Smith & Wisby provides not only tax and accounting services but also wealth management (through MSW Wealth Advisors), our clients receive the benefit of our knowledge as both CPAs and financial advisors.  While most brokers and investment advisors are precluded from providing tax advice, MSW’s professionals offer the best of both worlds, providing clients with critical tax-optimized investment strategies that others simply cannot offer.

  • Investment planning
  • Retirement income planning
  • Business planning
  • Education planning
  • Risk Management and Insurance Planning
  • Estate planning
  • Succession planning

Together, we will discuss your current investment plan and offer you tax-optimized financial solutions that are tailored to your unique needs and objectives. These solutions are designed to help you maximize, protect and preserve your wealth and, at the appropriate time, successfully transfer that legacy to the individuals and institutions you choose.

To learn about our full array of financial planning services, visit MSW Wealth Advisors

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC ( /

Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through Avantax Affiliated Insurance Agency.

Avantax Affiliated Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. 

To learn about our full array of financial planning services, visit MSW Wealth Advisors.


Due to our diverse client base, we have encountered a wide array of financial and tax issues over the years. As a result, we have gained valuable experience in a variety of specialized areas, including:

  • Asset protection
  • Bankruptcies
  • Expert witness services
  • Internet commerce
  • Investment review
  • Litigation support
  • Mergers & acquisitions