Helping You Achieve Financial Success, One Client at a Time.
At Wilson Tax & Accounting Services, we are a well-established accounting practice with a full-time staff of eight professionals. Our firm was started in 1958 by Bob Wilson and is now led by the brother-sister team of Scott and Kim Wilson. Over the past 25 years, they have grown the practice successfully.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Wilson Tax & Accounting Services is dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
Our team consists of experienced professionals who are passionate about helping individuals and businesses achieve financial success. Our team members have extensive backgrounds in accounting, tax preparation, and financial planning. We have a team of Enrolled Agents, certified public accountants, and experienced bookkeepers who are dedicated to providing exceptional service to our clients.
Our Services
We offer a wide range of services to individuals, businesses, and professionals. Our services include tax preparation, bookkeeping, payroll processing, financial planning, and business consulting. We also provide representation before the IRS and state tax authorities. Our goal is to provide personalized service to each client, taking into account their unique needs and goals.
Taxes, Financial Planning, and Bookkeeping
We provide comprehensive tax services, including individual, business, and corporate tax preparation. Our tax professionals are experienced in preparing complex tax returns, including those with multiple schedules and forms. We also provide financial planning services, including retirement planning, investment planning, and estate planning. Our bookkeeping services include general ledger maintenance, financial statement preparation, and accounts payable and receivable management.
Payroll Processing
We provide payroll processing services to businesses of all sizes. Our payroll services include payroll preparation, payroll tax preparation, and payroll reporting. We also provide garnishment and child support payment processing.
Financial Planning and Consulting
We provide financial planning and consulting services to individuals and businesses. Our services include cash flow management, budgeting, and financial forecasting. We also provide business consulting services, including business startup and growth strategies.
News and Resources
We provide news and resources to our clients and website visitors. Our news section includes updates on tax law changes, financial planning tips, and business news. Our resources section includes downloadable tax forms, financial calculators, and links to other useful websites.
Overall Experience
The reviews of Wilson Tax and Accounting are mixed, with 7 out of 11 reviewers giving 5-star ratings and 3 reviewers giving 1- or 2-star ratings.
Positive Experiences
Many reviewers praised the professionalism, knowledge, and friendly staff of Wilson Tax and Accounting. They appreciated the timely responses to their questions and concerns, and felt confident in the handling of their tax needs. Long-term clients praised the consistency and reliability of the services provided.
Negative Experiences
Some reviewers had negative experiences, citing poor service, misinformation, and rudeness from staff. One reviewer felt that they were treated unfairly and received an unsolicited email after a previous bad review was taken down. Another reviewer was unhappy with being charged a fee for a simple request and would not recommend the service.
Common Themes
- Professionalism and knowledge of staff
- Timely responses to questions and concerns
- Confidence in handling tax needs
- Long-term clients praise consistency and reliability
- Poor service, misinformation, and rudeness from staff
- Unhappiness with fees and communication issues
