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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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 Simplify Your Thanksgiving Spread

November 14, 2017

With just days to go before Thanksgiving, the clock is ticking down to some of the most memorable meals of the year. However, for many of us, the pressure of preparing a perfect Thanksgiving feast can be overwhelming...


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