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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Client Center

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Our Blog

Be Alert and Aware: Tax Scammers Don’t Take a Summer Vacation

July 13, 2017

The IRS has identified several new variations of standard tax scams involving fake tax bills and demands for payments. Many of these scams involve purchasing and transferring information...


Phone: 703.356.5005 • Fax: 703.356.5955