Anastassia Maxwell
Senior Manager, Wipfli Advisory LLC
Anastassia Maxwell is a senior manager with over 20 years of experience in providing tax services, specializing in multigenerational, high-net-worth clients. She enjoys demystifying complex tax issues to assist clients in understanding how their decisions today affect their tax obligations in the future and eliminating cash flow surprises.
Anastassia has extensive experience in dealing with complex tax situations for high-net-worth individuals and their privately held businesses and investment partnerships. She also has advised on tax issues that affect individuals with foreign assets such as real estate, bank accounts and investments.
Professional memberships and activities
- Minnesota Society of Certified Public Accountants (MNCPA) – Member
- American Institute of Certified Public Accountants (AICPA) – Member
Services
Tax servicesAreas of Focus
- Complex individual tax planning and preparation for high-net-worth individuals
- Foreign bank account and foreign investment reporting requirements
- Expatriate and inpatriate tax compliance and planning
- Stock options planning
- Trust and gift taxation and planning
- Tax compliance and planning services for closely held businesses
- Multistate income taxation
- IRS and state audit assistance
Education
University of Houston – Houston, Texas
- Master of business administration degree in accounting – Graduated with honors
