Services

At Wade & Company, LLC, we offer a wide variety of services to assist high-income individuals create and preserve wealth. Services include Business Resourcing, Business Valuations, Estate Planning, Income Tax Preparation, Real Estate Consulting and Retirement Planning.

Business Resourcing	In a bind? Have a special project? Need temporary assistance? No need to hire full time for those unexpected busy periods. We have qualified CFO's, Controllers and administrative resources available to you on a temporary basis.
Business Valuations	How much is my business worth? We offer Certified Business Valuations on Businesses for Estates and Gifts planning, including Family Limited Partnerships; potential sale and succession planning.
Estate Planning	Be prepared. Assistance with creative tax and financial strategies for wealth creation and preservation.
Income Tax Preparation	We provide Income Tax preparation, electronic filing and tax payment services to high income individuals and businesses.
Real Estate Consulting	Licensed in Delaware and Pennsylvania, we offer assitance in acquisition and development management and leasing sale.
Retirement Planning	Plan ahead, Get ahead.......assistance in budgeting, income projection and pension elections.