Winding Trail Accounting is not accepting new accounting or standalone tax preparation clients at this time. We do not maintain a waiting list for these services.

 

Our work is now exclusively centered on ongoing financial planning and investment management for retirees and business owners who want a more proactive, long-term approach.

 

We work best with individuals nearing retirement and successful business owners planning for growth, transition, or exit.

 

If you’re looking for guidance around retirement, investments, or long-term planning, visit our financial planning firm:

Winding Trail Financial Planning 👉 windingtrailfinancial.com