Wilhelm & Associates, Ltd., is comprised of highly qualified, experienced tax professionals dedicated to developing the most effective tax-minimizing strategies for businesses and individuals. We offer a full range of tax and small business services, with customers located throughout the entire United States and overseas.
We are an employee owned firm through the use of an ESOP to ensure our staff are motivated and to reward them for their hard work. We are driven to help customers achieve financial success by providing business, tax and financial advisory services through long-term relationships built on understanding, trust and service. We achieve this through having the most knowledgeable professionals in the areas of tax, accounting, tax planning, and wealth retention strategies. We use a financial planning perspective encompassing the entire extended family of the individual or business owner to maximize our planning results.
As tax specialists, we offer our planning perspective to enhance the overall, after-tax result of your personal or business activities. Whether working as an integral member of a financial planning team or working individually, we are dedicated to protect you from costly mistakes involving excessive income taxes, poor investment management, improper insurance coverage, inadequate retirement funding, overlooked employee benefits, under-utilized fringe benefits, lack of cash flow planning, and faulty estate and gift planning.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Real Estate & Rental Professionals
We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients...
Small Government Contractors
Our firm offers extended value as an accounting service provider for government entities. We truly understand the challenges that government entities face, and provide you with industry-specific...
Professional Service Providers
We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing...
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.