Gilwee Group
At Gilwee Group, we’re more than just accountants; we are your neighbors, your advisors, and your financial advocates. Based in the heart of Montpelier, Vermont, we offer personalized tax and financial services designed to help individuals and businesses stay compliant, save money, and plan for the future.
Collaborative.
Clarity. Personalized.
We work collaboratively with our clients and one another to provide clear guidance and keep our clients informed about the complexities of tax law. Every client’s situation is unique, much like assembling a puzzle, where each piece must fit together. This often involves navigating multistate filings, identifying optimal retirement strategies, and uncovering significant tax savings opportunities.
Our team is dedicated to delivering professional, thoughtful advice while educating our clients on various tax strategies that can benefit them now and in the future. We understand that financial decisions and deadlines can feel overwhelming. Filing deadlines create time-sensitive pressures, tax laws continue to evolve and grow more complex each year, and clients seek the most advantageous tax-savings opportunities. That’s why we take a hands-on, personalized approach to every client relationship. We’re here to guide you with clarity and care.
Our Services
At Gilwee Group, we specialize in tax return preparation and strategic tax planning tailored to the needs of individuals and businesses.
Tax Preparation
We take the stress out of tax season. Our team ensures your federal, state, and local returns are filed accurately and on time. We stay up-to-date with the latest tax laws to help you maximize your deductions and minimize your tax liability so you can feel confident and secure.
- Individual, Business, Trust & Gift Returns
- Federal & State Filings
- Amended Returns & Prior-Year Filings
Strategic Tax Planning
Smart tax planning means fewer surprises and more savings. We work with you to develop strategies tailored to your specific goals, whether you’re an individual, a sole proprietor, or a growing business.
- Year-Round Tax Strategy
- Investment & Retirement Planning
- Collaboration Business Structuring Advice
Contact Us
Gilwee Group, PLC
15 E State St. Ste 2
Montpelier, Vermont 05602
P: 802.304.4424