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Services

Wheeler & Associates, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Wheeler & Associates, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Financial Statements and Analysis Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Wheeler & Associates, PC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of preparing and analyzing financial statements.

  • Reviews
  • Compilations
  • Assembled Internal Use Only
  • Standard and Custom Formats
  • Monthly, Quarterly & Annual
  • Financial Statement Analysis and Guidance
  • Balance Sheet Management
  • Ratio Analysis and Interpretation

Accounting and Bookkeeping Services

We want to help our clients obtain timely, accurate, internal financial information with a minimum of administrative effort and without the expense of having to maintain high level accounting expertise in-house. With this in mind, we provide a variety of services tailored to our clients' needs, their industry and level of expertise. They include:

  • Adjusting and Closing Entries
  • Data Entry
  • Advice to Your Staff
  • Electronic Data File Transfer
  • Work with a Variety of Computer Accounting Systems
  • Flexible Support or Turnkey Service
  • Hosted Accounting Solutions

Business Income Tax Services

We view our relationships with our clients as ongoing partnerships. We pledge to provide you with quality, up-to-date tax return preparation and advice; whatever your tax planning and preparation needs-whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership. Our dedication to you doesn't stop after April 15. Through the year, we keep up-to-date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

  • Regular Corporations, S Corporations, Partnerships, Limited Liability Companies
  • Sole Proprietorships
  • Tax Planning
  • Tax Subject Research
  • Tax Audits
    • Advice
    • Research
    • Representation

Information and Payroll Tax Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll. We typically recommend that our clients use a professional payroll service. There are many available in our service area. However, should you choose to prepare your own payroll, we are here to lend a hand with our information and payroll tax services:

  • Business Tangible Personal Property Tax Returns
  • Payroll Tax Services
    • Monthly, Quarterly and Annual Filings
    • W-2 Preparation
    • Advice
    • Research
  • Information Tax Services
    • 1099s and Associated Returns

Computerized Accounting Systems Installation and Support Services

We are available to consult on a variety of computerized accounting systems. We strongly believe that the use of computerized accounting systems, even for a small business, greatly increases efficiency and saves our clients time and money in the long run. We are available to assist you with set-up and operation of some of the most popular small business accounting systems on the market. They are:

  • QuickBooks ProAdvisor Program Member
    • Hosted QuickBooks - Never worry about updates or backups
  • Sage Accountants Network Member (Peachtree Software)
  • Microsoft Accountants Network Member

Personal Income Tax Return Preparation Services

We offer reasonably priced, professional personal income tax return preparation services in a manner that is responsive to our clients' tax and technological comfort level. We tailor our information gathering, contact methods and return delivery to mesh with our clients' preferences. We don't believe that one size fits all. With this in mind, some of our personal income tax return preparation services include:

  • Multiple State Filing
  • Electronic Filing
  • Prior Year Tax Return Preparation for Non-filers
  • Review of Prior Tax Preparer's Returns for Accuracy for New Clients
  • Amended Tax Return Preparation
  • Electronic or Paper Copies of Returns
    • Secure Online Access to Tax Documents
  • Tax Audits
    • Advice
    • Research
    • Representation

Personal Income Tax Planning Services

In the ever-changing world of taxation, the economy and our client’s lives, tax consequences can turn a positive into a negative. We are prepared to help our clients anticipate the tax consequences of many of the inevitable events that occur. Effective planning can minimize adverse tax consequences. While taxes cannot always be avoided, knowing when they are coming and the amount ahead of time can help avoid the stress of an “oops” moment at tax filing time. With these factors in mind, we offer a variety of tax planning services to help keep our clients prepared and forewarned They include:

  • Multiple Years
  • Multiple Cases
  • What-if Analysis
  • Retirement Tax Planning
  • Pre-retirement Tax Planning
  • Cash Flow Analysis for Retirement, Job Changes, etc.
  • Divorce
  • Marriage
  • Life Change Events

Personal Financial Statement Preparation Services

Personal financial statements are often needed for personal knowledge, banking, insurance or many types of planning purposes. Whether a client needs a formal personal financial statement for a third party or an informal financial statement for a private reason, we are here to help meet the need. We will help our clients prepare personal financial statements that are either:

  • Formal
  • Informal

Estate and Trust Income Tax Return Preparation Services

We offer reasonably priced, professional estate and trust income tax return preparation services in a manner that is responsive to our clients' tax and technological comfort level. We tailor our information gathering, contact methods and return delivery to mesh with our clients' preferences. We don't believe that one size fits all. With this in mind, some of our estate and trust income tax return preparation services include:

  • Multiple State Filing
  • Tax Subject Research
  • Coordinate with Attorneys, Investment Advisors, Financial Planners and other Professionals
  • Tax Audits
    • Advice
    • Research
    • Representation

Estate and Trust Tax Planning Services

In the ever-changing world of estate and trust taxation, the economy and our client’s lives, unintended tax consequences can be devastating. We are prepared to help our clients anticipate the tax consequences of many of the life change events and asset protection strategies developed by other professionals. Effective planning can minimize adverse tax consequences.

We will work with financial planners, other advisors and client’s attorneys to help develop strategies or evaluate recommended courses of action to help our clients avoid unintended consequences. With these factors in mind, we offer a variety of tax planning services to help keep our clients prepared and forewarned. They include:

  • Tax Minimization Planning
  • Tax Subject Research
  • Coordinate with Attorneys, Investment Advisors, Financial Planners and other Professionals

Various Business and Personal Advisory Services

We are prepared to advise our clients in various areas of business and personal planning. This includes acquisitions, business sales, retirement, asset purchases and leases, financing, computerized accounting systems, and various aspects of successfully operating a business or tax aspects of personal issues. The following is just a sampling of areas in which we are able to provide support and assistance.

  • Business Start-up
    • Tax Authority Setup and Registration
    • Coordinate with Other Professionals
    • Resource Service
    • Contacts
  • Business Sales and Purchases
    • Advice
    • Analysis
    • Research
    • Negotiation Advice
    • Coordinate with Other Professionals
    • Resource Service
  • Bank Relations
    • Assist in Meeting Banker Needs
    • Assist in Determining Business Needs
    • Banker Education
    • Sourcing
  • Tax Free Property Exchanges
    • Advice
    • Analysis
    • Research
    • Negotiation Advice
    • Coordinate with Other Professionals
    • Resource Service
  • Cash Flow Projections and Analysis
    • Computerized or Manual
    • Tailored to Your Business Needs
    • Identify Funding Needs
    • What-if Capability
  • Litigation Support
    • Research
    • Advice
    • Coordinate with Other Professionals
    • Analysis
  • Fixed Asset Management
    • Computerized Records
    • Custom Reporting
    • Insurance Reporting
  • Lease/Buy Decision Support
  • Mortgage Financing Issues

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