Introducing Gatewood Tax & Accounting: Integrated Services for Life’s Key Moments

At Gatewood, we believe wealth is more than numbers—it’s about building a life and legacy with purpose. As part of our mission to guide you through life’s key moments with clarity and confidence, we are excited to announce the launch of Gatewood Tax & Accounting.

This new division expands our integrated planning team to offer tax preparation, accounting, and CFO services for both personal wealth clients and business leaders. By aligning these services directly with your broader financial plan, you gain a streamlined, relationship-first approach where your priorities remain the priority.

Why Gatewood is Expanding into Tax & Accounting

For years, we have brought our clients confidence and purpose to their financial strategies. But managing wealth well requires more than investment and estate planning—it requires a thoughtful, proactive approach to taxes and financial reporting.

By expanding into tax and accounting services, we’re closing the gap between planning and execution:

Individual and family clients can now integrate tax preparation into their wealth plans. They benefit from one team coordinating across investments, tax, and financial planning.
Business clients can access proactive, strategic accounting and CFO-level guidance without needing separate advisors. And importantly, business owners benefit from higher integration in their own personal planning—linking business and family priorities together.

This integration reflects our vision of providing enduring care and creating the confidence that comes from having a holistic financial plan.

This integration reflects our vision of providing enduring care and creating the confidence that comes from having a holistic financial plan .

Personal Wealth: Tax Preparation with Purpose

Managing your wealth well means managing your taxes proactively—not just at filing season, but year-round.

Gatewood Tax Preparation is:

Simplified and Organized — preparing and filing your returns with care.
Connected to Planning — aligning your tax picture with investments, estate planning, and cash flow.
Efficient and Forward-Looking — identifying opportunities for long-term tax efficiency.
Informed by Change — helping you stay current with evolving tax laws.

We view tax preparation as more than compliance. It’s about giving purpose to your wealth and clarity for the future.

Learn more on our new Tax Preparation page.

Business Clients: Accounting & CFO Services That Support Growth

As your business grows, so does the complexity of financial decision-making. Gatewood Tax & Accounting helps you navigate this with:

CFO Services

Strategic insight into forecasting, cash flow, KPIs, capital structure, and transactions — without the cost of a full-time CFO.

Accounting Services

Reliable, day-to-day support including bookkeeping, payroll, compliance, and reporting — all integrated with your broader financial picture.

Business Tax Preparation

Compliance paired with strategy, ensuring your tax approach aligns with your operations and long-term business goals.

Explore all of our Business Strategy Solutions, including these new services.

The Gatewood Difference: An Integrated Planning Team

Adding Tax & Accounting deepens the expertise of our integrated planning team. With your dedicated advisors, tax professionals, and accounting specialists working in concert, you experience:

One coordinated strategy — across wealth, taxes, and business.
Decisions aligned with your purpose — not siloed financial moves.
Confidence for life’s key moments — supported by enduring care.

As our mission states: we share our expertise with families as they build enduring wealth with purpose—equipping them with confidence for all of life’s key moments.

What’s Next

This is more than a new service line—it’s a continuation of Gatewood’s vision. Our expansion reflects our commitment to process over product, purpose over numbers, and relationships over transactions.

We invite you to connect with our team and explore how these services can help you simplify complexity, pursue efficiency, and give clarity to your financial journey.

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Testimonials

"Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives."

Dr. Boyd C.

Retired Corporate Executive 11.13.23

"My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions team developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least…"

Steve W.

Retired Business Owner 10.16.23

"My wife and I have known and worked with John Gatewood and his team for nearly a decade. The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity. I recommended Gatewood to friends and family - including my children - because their deep desire to help clients 'give purpose to their wealth' gives us all the opportunity to better serve our families and communities."

Dave M.

Corporate Executive 09.19.23

"Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them."

Carol S.

Corporate Executive 09.20.23

"My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a Gatewood client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management. The Gatewood team developed an integrated financial and retirement plan that we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses,…"

Phil P.

Retired Corporate Executive 09.20.23

"I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my…"

Tim M.

Partner/Attorney 09.22.23

"I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors. They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations. Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add…"

Joe H.

Retired Corporate Executive 09.25.23

"I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services. They are a very efficient, effective, knowledgeable team that provides highly personalized, client-centered services. If I didn't know better, I would think that I am their only client! They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning. They also have an excellent working relationship with a tax accounting firm. All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings are well…"

Susan H.

Corporate Executive 09.26.23

"Partnering with Gatewood Wealth Solutions has been one of the best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me…"

Scott & Johanna S.

Business Owners 09.28.23

"Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come."

Gary B.

Corporate Executive 09.27.23

"I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him. It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to…"

Steve K.

Retired Corporate Executive 09.27.23

Testimonials Disclosure

The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.