Wilhelm & Associates, Ltd.

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,