We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Team Profiles

Walter F. Pardo CWS®,PPC™: Wealth Advisor and Tax Professional

Walter Pardo became a wealth advisor in 1991 and established his first independent financial services firm, WFP Tax Partners and Wealth Financial Partners, in 2010. As the CEO of WFP Tax Partners & Wealth Financial Partners, Walter is dedicated to offering his clients a truly independent and private wealth management experience.

Walter works to identify tax savings opportunities and proactively plan for next year’s taxes. WFP Tax Partners not only helps with Tax Preparation but also focuses on Tax Planning.

Walter is also a Master Elite member of the Ed Slott Elite IRA Advisor Group, a private IRA study group of professional financial advisors. This group meets twice a year for intensive three-day workshops and training sessions, ensuring Walter stays at the forefront of IRA knowledge and best practices.

Hannelore Opela: CPA and Tax Planning Expert

Hannelore joined WFP Tax Partners in 2021, bringing with her several decades of industry experience. Her extensive background in strategic tax planning and bookkeeping makes her an invaluable asset to the firm.

Hannelore specializes in tax-intelligent planning, emphasizing its importance as a crucial component of overall wealth management. She is highly skilled in the intricacies of tax preparation for small businesses, ensuring clients receive comprehensive and tailored tax solutions.

Her expertise and dedication to providing top-notch service have made her a trusted advisor in the field of tax planning and wealth management.

Ritika Bansal: Client Relations Manager & Tax Admin Professional

Ritika joined WFP Tax Partners in February 2020, bringing in a decade of IT and customer service experience. With a diverse skill set in data collection, tax delivery, IT support, and administrative management, this team member plays a crucial role in ensuring the smooth preparation and delivery of tax services.

Key responsibilities include:

• Collecting and organizing financial data for tax preparation
• Assisting with the delivery and filing of tax documents
• Providing IT support to ensure seamless operations
• Managing calendars and scheduling appointments
• Coordinating with clients and team members to ensure timely and accurate tax processing

Her multifaceted expertise and dedication to efficiency make them an invaluable asset to the team, ensuring that all tax-related processes are handled with precision and care.