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

Impacted by the Equifax Hack? Take These Steps Now!

September 14, 2017

If you were a victim of the recently announced Equifax hack, you need to take action to mitigate any negative impact it may have on your finances and credit. If you’re not sure if you were affected...


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