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Tax Preparation Services

Strategic & Fully Integrated Tax Prep

At EWA, tax preparation isn’t just about filing a return; it’s about creating a smooth, proactive, and fully integrated experience. Because taxes are one of your largest lifetime expenses, they deserve to be managed with the same care and strategy as your investments. That’s why tax prep is available exclusively to EWA wealth management clients. We ensure every part of your financial life is aligned under one roof. With offices based in Pittsburgh, we serve clients both locally and across the U.S. Contact us at (412) 991-1385 or request an appointment now.

Save Time & Eliminate Frustration

At EWA, your CPA sits at the same table as your wealth advisor. That means fewer headaches, faster turnaround times, and a streamlined process tailored to your unique financial plan. It also means you will benefit from our tax efficiency planning services that intentionally structure your investments, income, and giving to minimize your taxbill, both now and in the future.

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Proactive, Year-Round Planning

We don’t believe in tax season panic. Our process starts in December, not April, so we can capture opportunities before deadlines pass. Whether it’s Roth conversions, charitable giving, business expense timing, or optimizing payroll structures, our team works throughout the year to minimize surprises and maximize savings.

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Integrated Technology & Safeguards

We go beyond standard filing. By pulling IRS transcripts before we submit your return, we ensure no K-1s, 1099s, or other forms are overlooked, eliminating the risk of IRS notices and penalties. We also create custom checklists for each client, replacing the generic “organizers” most firms send.

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Already Included in Your Advisory Fee

Unlike traditional CPA firms that bill hourly or raise fees each year, our tax preparation services are already included in your advisory AUM fee. There are no hidden costs or surprise invoices. This structure ensures our advice stays fully aligned — no upselling, no billable-hour incentives, just proactive tax strategy designed around your goals.

Meet Our Tax Team

Our tax practice is led by Tyler Bidwell, CPA, with over 14 years of experience in individual and business taxation. He is joined by Nick Rosen, CPA, Corey Smith, and a growing team dedicated to building one of the most responsive, client-focused tax divisions in the industry. Together, they bring deep technical expertise with a clear, client-first approach.
At EWA, tax preparation is not an afterthought—it’s an essential piece of your wealth management experience. By keeping everything under one roof, we save you time, reduce stress, and ensure your tax strategy supports your long-term goals.
Tax Prep Service Experts

Client Story: From Tax Surprises to Peace of Mind

When clients bring their entire financial picture under one roof, tax season becomes a non-event.

A successful family came to us frustrated after years of dealing with tax season stress. Every April, they were blindsided with large, unexpected bills—sometimes $30,000 or more. Their financial advisor and CPA weren’t on the same page, leaving the family caught in the middle. They felt like no one was proactively looking out for them.

When they joined EWA, everything changed. Because our tax preparation is integrated into wealth management, we already had a clear picture of their income, investments, and goals. Our tax team stepped in to coordinate directly with their advisor, creating a customized year-end planning checklist. Instead of waiting until April, we reviewed their situation in December, adjusted withholdings, and executed strategies like Roth conversions and charitable giving while deadlines were still open.

The Result

No more surprise bills. Their taxes were filed early, their stress disappeared, and they saved tens of thousands in unnecessary penalties and missed opportunities. For the first time, the family felt that their tax strategy wasn’t just reactive filing; it was part of a bigger plan designed to protect and grow their wealth.

Is Our Wealth Management Approach the Right Fit for You?

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

Tax Professional Help

Taxes become a non-issue when EWA handles your wealth management services. With offices based in Pittsburgh, we serve clients both locally and across the U.S. Request an appointment now.