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Driving your business forward with dedicated support.

Estate & Gift Taxes

Keep Your Family’s Wealth in Your Family

Just as planning is critical to developing a strategy to minimize income tax obligations, it’s also critical for helping retain the wealth that you and your family have built over your life and career. As you prepare for family or business transitions, it’s important to seek the advice of an experienced estate tax professional to ensure that your family retains as much of what you’ve built as possible.

The estate tax professionals at Wilhelm & Associates, Ltd. are uniquely qualified to help with:

  • Managing family trusts and estates
  • Fiduciary federal and state returns
  • Estate tax planning and projections
  • Federal and state estate tax valuation returns
  • Gift tax returns

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Real Estate & Rental Professionals

    We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with clients...

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  • Small Government Contractors

    Our firm offers extended value as an accounting service provider for government entities. We truly understand the challenges that government entities face, and provide you with industry-specific...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing...

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