Michael C. Wenner - Attorney & Counselor of Law, CPA

Your Information's Security: Our Moral Responsibility

At Michael C. Wenner, Attorney & Counselor of Law and Certified Public Accountant, we understand that your financial and legal information is among your most sensitive assets. Our dedication to security isn't just about compliance—it's a moral responsibility we take seriously out of deep respect for our clients' trust.

While the vast majority of accounting and law firms struggle to meet today's rigorous security standards, we've made information security a cornerstone of our practice. According to industry research, over 65% of professional service firms remain vulnerable to basic security attacks, with many failing to implement even fundamental protections required by current regulations.

Our firm stands apart through our comprehensive compliance with:

FTC Safeguard Rules

As a financial institution under FTC guidelines, we maintain a robust written information security program that exceeds the requirements that took effect in June 2023. While many accounting firms have given these rules "no more than a passing thought" (Journal of Accountancy, 2023), we've implemented all nine required elements, including risk assessment, access controls, encryption, multi-factor authentication, and continuous monitoring.

PCI DSS 4.0 Compliance

We adhere to the Payment Card Industry Data Security Standard version 4.0, implementing both server-side and client-side security measures that many firms won't be required to meet until March 2025. This includes script inventory systems, monitoring for unauthorized modifications, and real-time alert systems.

Cyber Liability Insurance

Our comprehensive coverage ensures that in the unlikely event of a security incident, we have the resources to respond effectively and protect your interests.

This commitment to security isn't just good practice—it's essential in today's digital landscape where client data breaches can result in substantial financial losses, operational disruption, and reputational damage. By choosing Michael C. Wenner, you're partnering with a firm that treats your information security as a fundamental priority, not an afterthought.

Our Services

Tax Planning and Advisory Services

Our proactive tax planning and advisory services go far beyond basic compliance. Research shows that tax planning services generate fees approximately five times higher than basic tax preparation—because the value delivered is exponentially greater. We develop comprehensive strategies that minimize your tax burden while ensuring full compliance with ever-changing tax legislation. Our approach includes year-round planning, strategic timing of income and deductions, and identifying credits and incentives specific to your situation.

Corporate Structure Setup and Advisory Services

Selecting the optimal business structure is one of the most consequential decisions affecting your tax liability, personal asset protection, and operational flexibility. We provide expert guidance on entity selection (LLC, S-Corporation, C-Corporation, Partnership), help implement the chosen structure, and offer ongoing advisory services as your business evolves. Our comprehensive approach considers tax implications, liability protection, succession planning, and compliance requirements.

Estate Planning, Wills, Trusts and Probate Court Services

Preserving your legacy requires thoughtful planning and expert legal guidance. Our estate planning services help you protect your assets, minimize estate taxes, and ensure your wishes are carried out. We draft legally sound wills and trusts, assist with probate court proceedings, and develop comprehensive estate plans that provide peace of mind for you and your loved ones. Our dual expertise in both legal and financial matters makes us uniquely qualified to address all aspects of estate planning.

Financial and Retirement Planning Services

Achieving financial security requires a well-designed roadmap. Our financial planning services help you define clear objectives, assess your current financial position, and develop strategies to bridge any gaps. We provide retirement planning, investment analysis, risk management, and cash flow planning tailored to your specific goals. Our integrated approach considers both tax efficiency and legal protections to maximize your financial well-being.

Audit Representation

Facing an audit can be intimidating, but with our experienced representation, you don't have to navigate it alone. We provide comprehensive audit defense services, including communication with tax authorities, preparation of required documentation, attendance at audit proceedings, and negotiation of favorable resolutions. Our deep understanding of audit procedures and tax law enables us to protect your interests effectively.

Corporate and Individual Tax and Accounting Services

Our tax and accounting services form the foundation of your financial health. For businesses, we provide comprehensive accounting, tax compliance, and strategic planning. For individuals, we offer tax preparation, planning, and compliance services designed to minimize your tax burden while ensuring adherence to all applicable laws and regulations.

Payroll Services

Our comprehensive payroll services free you from the time-consuming and complex tasks of managing employee compensation. We handle payroll processing, tax withholding and reporting, W-2 and 1099 preparation, and compliance with changing regulations. Our attention to detail ensures accuracy and timeliness, while our strategic approach identifies opportunities for tax savings and efficiency improvements.

General Contracts and Corporate Purchase and Sale Services

Our contract and transaction services help you navigate complex business dealings with confidence. We draft, review, and negotiate contracts to protect your interests and minimize risk. For business purchases and sales, we provide comprehensive guidance throughout the transaction process, from valuation and due diligence to closing and post-transaction integration.

Why Strategic Planning Matters