Bill’s tax experience has taught him that it’s not enough just to put the “right” numbers in the “right” boxes in the “right” forms. He’s learned that planning is the key to helping clients pay less.
Those clients have always appreciated how he does more than just record history. They’ve trusted him enough to approach him with questions about investing and financial planning. But he’s always been frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.
After much research, Bill found a partner who helps clients like you accomplish their tax & wealth goals. This partner shares his values and uses a proprietary methodology to implement those values into holistic planning: a Taxes First, Then Math® approach.
As a Family Office Director, Bill is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan. He relies on the experts at Financial Gravity, Inc., a true partner — not just a vendor — who helps him deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
Bill Stevens worked for the international CPA firm PricewaterhouseCoopers, then worked for the ninth most prominent firm in the USA, Forvis (Formally Baird Kurtz and Dopson), before he founded W. E. Stevens PC over 30 years ago. He focuses on proactive tax planning and helping his clients make sound business decisions to grow their businesses and accumulate wealth. Partnering with Financial Gravity and serving his clients as their Family Office Director will help them achieve their goals.
