As we start a new year there are many questions from our clients, friends and stakeholders. To help get your new tax season started we want to give you some info on things going on! The good news is that the turmoil of the past year has given us great new opportunities and new ways of taking care of our client base and though it has been a bit stressful we have learned, grown and gotten better at taking care of you.
The point here is as we all are still a little curious as to what comes next in these very interesting times. As your CPA and Consulting firm we want to cover as many bases as needed to keep us all safe as we go about the business of taking care of you and your requirements. Thank you for your faith in our firm as we embrace great new technology and many opportunities to provide you the service you need because as always YOUR SUCCESS IS OUR SUCCESS!
The point here is as we all are still a little curious as to what comes next in these very interesting times. As your CPA and Consulting firm we want to cover as many bases as needed to keep us all safe as we go about the business of taking care of you and your requirements. Thank you for your faith in our firm as we embrace great new technology and many opportunities to provide you the service you need because as always YOUR SUCCESS IS OUR SUCCESS!
Services
As we've found new challenges with the migration of our economy, the need for professional services has not decreased or been eliminated.
What has changed is the willingness to pay premium prices for what has become a commodity.
The Destin Florida and northwest Florida market is truly unique; at Wilson CPA & Consulting we are positioned to assist with the varied needs of this market.
We believe that the success of our client base is the success of our firm!
We provide businesses and taxpayers with expertise to make tough decisions.
What has changed is the willingness to pay premium prices for what has become a commodity.
The Destin Florida and northwest Florida market is truly unique; at Wilson CPA & Consulting we are positioned to assist with the varied needs of this market.
We believe that the success of our client base is the success of our firm!
We provide businesses and taxpayers with expertise to make tough decisions.
Beverly began her career over 29 years ago in corporate accounting, the first 17 being in private practice before transitioning into the public arena with the most recent 6 in public practice as Managing Partner of Wilson Cpa & Consulting LLC.
Her dual experience gives her a unique grasp of her client's accounting issues because she's been on "both sides of the desk."
From starting at the bottom in entry level positions to her currect position as a CPA and Managing Partner of her own firm she has experienced every facet of her industry from the good to thebad.
Her dual experience gives her a unique grasp of her client's accounting issues because she's been on "both sides of the desk."
From starting at the bottom in entry level positions to her currect position as a CPA and Managing Partner of her own firm she has experienced every facet of her industry from the good to thebad.
Building and preserving your personal wealth requires specialized attention.
We partner with several prominent wealth advisory groups.
Through these partnerships, our firm can help you tailor a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
We partner with several prominent wealth advisory groups.
Through these partnerships, our firm can help you tailor a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
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