Wheeler Ring & Dolan

Wheeler, Ring, Dolan & Dupuis, P.C. is more than just a traditional accounting firm; we are dedicated partners in your financial success. We understand that running a business or managing your personal finances is a complex undertaking, and you need a reliable team to guide you through the complexities. At our core, we believe in building relationships with our clients built on trust, expertise, and a genuine commitment to understanding their unique needs.

We pride ourselves on providing personalized service that goes beyond simply crunching numbers. Our team of experienced professionals takes the time to listen to your goals, analyze your financial situation, and develop tailored strategies to maximize your financial well-being.

Our Services

We offer a comprehensive suite of services designed to meet the diverse needs of our clients, from individuals and families to established businesses and non-profits.

Tax Preparation & Planning

Navigating the ever-changing world of tax laws can be daunting, but it doesn't have to be. Our dedicated team of tax experts provides expert guidance and support throughout the year, ensuring you make informed decisions that minimize your tax liabilities and maximize your financial opportunities. We go beyond simply preparing your tax returns; we proactively develop tax strategies that align with your goals, whether you're an individual, a small business owner, or a large organization. Our deep understanding of current tax regulations allows us to identify potential deductions, credits, and other opportunities to optimize your tax position.

Personal & Estate Planning

Securing the financial well-being of your loved ones and your legacy is paramount. Our team of advisors helps you plan for the future by providing expert guidance on estate planning, trust creation, and wealth transfer strategies. We work closely with your legal team to ensure your wishes are carried out effectively and minimize the tax burden on your beneficiaries. Whether you're establishing a trust, creating a will, or planning for retirement, we provide personalized solutions tailored to your unique circumstances.

Accounting Services

Accurate financial information is the cornerstone of sound business decisions. Our accounting services encompass a wide range of tasks, from recording transactions and managing accounts payable and receivable to preparing financial statements and analyzing key performance indicators. We work closely with businesses of all sizes to streamline their accounting processes, improve efficiency, and gain valuable insights into their financial health. We also provide consulting services to help businesses make informed decisions regarding cost containment, investment opportunities, employee benefit plans, and profit-sharing schemes.

Our Commitment

At Wheeler, Ring, Dolan & Dupuis, we are dedicated to providing exceptional service and building lasting relationships with our clients. We believe in transparency, open communication, and a commitment to staying ahead of industry trends.

We understand that your financial success is our success. Our team is here to support you every step of the way.