About Our Firm
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.