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...
SIMPLE, SEP or Safe Harbor?
Would you like to pay health care expenses from a tax-advantaged account? A Health Savings Account (HSA) may be right for you.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.