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Wilhelm & Associates, Ltd. is a Rootworks Modern Firm®

Rootworks represents a community of nearly 700 of the most progressive, technologically advanced practitioners in the tax and accounting profession. The organization engages in a continual process of vetting advanced cloud technologies and best practices to help shape the business model for today’s leading accounting and advisory firms.

Here's what that means for our clients...

Innovation

Rootworks member firms, like ours, are on the cutting edge of the profession. This means we provide clients with modern accounting and advisory products—supported by exceptional client service and the highest level of security.

Clarity

Our product offerings are designed to fulfill the compliance and advisory requirements of today's entrepreneurs and individuals in a way that's frictionless and highly efficient. With our support, you can spend more time and energy on what you do best—running your enterprise—and less time sorting through the complicated details of accounting and financial management and planning.

True professionals

Our team possesses the technical expertise required to support clients in virtually all areas of financial management and strategic planning…coupled with an authentic commitment to provide unparalleled service and create a culture of caring.

A better experience

The right products, delivered with the right technologies and supported by people who strive to be better every day adds up to a rich client experience—every time.

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