Wilhelm & Associates, Ltd.
Accounting - Falls Church, Virginia, United States
Wilhelm & Associates, Ltd. Employees
Wilhelm & Associates, Ltd. Details
We are a Next Generation CPA firm following the Rootworks model as an Academy member. We leverage technology to the tasks of bookkeeping, record retention, accounting, planning and tax compliance. We work in the cloud and offer 24/7 access to your tax return copies and accounting data for real time peace of mind.Minimizing the taxes owed by a business, trust or an individual is not just a once-a-year effort. It takes expert planning and knowledge to achieve a satisfactory and legally compliant solution. Our CPAs and tax experts have decades of time-tested experience in crafting plans that respect our customers preferences and are also effective at reducing personal and business income taxes, as well as those that drain a family's wealth, such as estate and gift taxes. We understand the complex interactions between income, estate & gift taxes and cash-flow and focus on customer needs with an eye toward the big picture.Building a successful business is about more than just taxes, and the financial experts at Wilhelm & Associates, Ltd. are here to help assist and guide entrepreneurs with all aspects of business organization, planning and management. From setting up a corporation, partnership or LLC, to choosing accounting software, providing assistance with bookkeeping and accounting functions, growth planning and business transitions. For individuals, our services help coordinate all aspects of personal finances, including investment, insurance, spending and debt planning to help you grow your net worth.Since 2000, we have successfully helped hundreds of businesses and individuals decrease their tax obligations, and have developed expertise in serving professional services firms such as attorneys, realtors, consultants, financial advisors, and small government contractors.
