Meet Our Team

Our team of experienced tax, management and accounting professionals is dedicated to helping plan and reduce taxes using time-tested strategies and tactics as well as creative new ideas. We are here to help when customers need help with an estate of a loved one, business management or personal financial management. Contact us at the office, by phone, or via email and let us get started helping you today.

Peter A. Wilhelm, CFP®, EA, MS Taxation - Co-Founder and VP
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Karen Z. Wilhelm, CPA - President
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Robert (Bob) E. Gallagher, CFP®, EA, MS Taxation - Co-Founder
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May Toy, CPA
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Amy Brown, CPA
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Lynn Clark, CPA, MS Taxation
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Kerry Ticknor, CPA
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Tricia Smith, CPA, MS Accounting
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Kristen Keirn, EA
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Elizabeth J. Schultz
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Our Blog

Tips to Help You Stem the Flow of Potential Risks This Flood Season

May 16, 2017

Whether from heavy rains or hurricanes, this time of year can bring with it the risk of floods across many parts of the United States. While you may not be able to predict the likelihood of a...


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