Wannen and Company, a Washington, DC-based firm established in 1978, offers a range of services including tax planning and compliance for individuals, professional firms, estates, and trusts. With a foundation rooted in family business and a legacy of CPA expertise passed down through generations, the team at Wannen and Company serves as trusted advisors in succession planning, investment management, and estate planning.
Recognized for their technical expertise woven with life experience, Wannen and Company provides personalized business and personal advice to a diverse client base of about 250 individuals and families, as well as 100 estates, trusts, and closely held businesses. With a focus on maintaining the standards set by their predecessors, Wannen and Company's dedication to serving as professional fiduciaries and advisors reflects their commitment to excellence and client satisfaction.
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