Your Local CPA & Tax Partner: Community-Focused Services by Wilson & Associates

When you’re choosing a CPA firm, expertise matters — but so does local knowledge, personal service, and real community involvement. At Wilson & Associates, we pride ourselves not only on being trusted financial experts, but also on being your neighbors.

We understand local tax laws, regional economic trends, and the financial pressures that individuals and businesses in our community face. Our goal is simple:

Financial decisions are personal. They affect your home, your family, your business, and your future. That’s why having a CPA who understands your local environment and is invested in your success makes a measurable difference.

National chains and online services may offer generic advice, but a local CPA firm understands:

• State-specific tax rules
• Local business regulations
• Regional property, sales tax, and employment requirements
• Community trends affecting your finances

This allows Wilson & Associates to provide more accurate, relevant, and proactive guidance.

With us, you’re not a ticket number or an email queue. You get:

• Dedicated CPA support
• Direct communication
• Personalized tax strategies
• Year-round help, not just during filing season

Your success is personal to us.

We’re proud to support the community where we live and work. Our team participates in:

• Local nonprofit initiatives
• Financial literacy programs
• Community events and sponsorships
• Small business mentorship

When you work with Wilson & Associates, you’re supporting a firm that gives back locally.

Wilson & Associates offers a full suite of services tailored to the needs of local individuals, families, and businesses.

From annual filings to long-term tax strategies, we help you:

• Maximize deductions
• Avoid IRS issues
• Plan for retirement
• Navigate life changes (marriage, home purchase, education expenses)

We look beyond the return — we look at your entire financial picture.

Local businesses are the backbone of every community. Our CPAs help owners with:

• Bookkeeping & payroll
• Tax planning & compliance
• Business entity selection
• Cash flow guidance
• Sales tax support
• Year-round financial strategies

We partner with businesses through every stage — from startup to succession.

Nonprofits serve the community, and we serve them.
Our services include:

• Form 990 preparation
• Compliance reviews
• Grant accounting
• Financial statement preparation

We help mission-driven organizations stay compliant, transparent, and financially strong.

Businesses offering retirement plans must meet strict oversight requirements. Wilson & Associates provides:

• 401(k) plan audits
• Compliance testing
• Internal control evaluation
• Corrective action guidance

We ensure your benefit plan is accurate, compliant, and ready for regulatory review.

If you receive an IRS notice, don’t panic — call us.
We assist with:

• Audits
• Payment plans
• Penalty abatement
• Back taxes
• Filing corrections

As a CPA firm, we can represent you directly before the IRS, providing peace of mind and professional advocacy.

We believe in long-term relationships, not one-time transactions. Our clients trust us because we:

• Understand local needs
• Offer personalized, friendly service
• Provide accurate and timely financial guidance
• Advocate for individuals, families, and businesses
• Show up in — and for — our community

When you choose a local CPA firm like Wilson & Associates, you’re choosing a partner who’s invested in your financial success and the community’s well-being.