Personal Services

At Wilkerson PC, we are dedicated to our client's success. We take a comprehensive approach with all of our clients. Our goal is to be trusted advisers to our clients and to work with them to minimize their taxes as lives change and situations unfold. 

 
 
rawpixel-com-252130.jpg

Tax Planning

How will the new tax law affect you?  It’s our job to stay up to date on all the latest changes to tax law so you don’t have to. We can help you minimize your tax liability through awareness and proper planning.  


Tax Preparation

We prepare Federal and state income tax returns for over 200 individuals across the country, including all forms and schedules. We handle specialty matters such as “nanny taxes,” emerging tax issues related to the gig economy (Airbnb and other peer-to-peer services), rental properties, and multi-state tax returns.

helloquence-51716 (1).jpg

trent-erwin-338084.jpg

IRS REPRESENTATION 

We have a strong record of successfully helping our clients resolve audit and collections issues with the IRS and state taxing authorities. We can also assist in filing back tax returns.

 

Business Services

With a particular focus on small and entrepreneurial businesses, we enjoy helping our clients achieve their goals. We can provide a range of services, including tax planning and preparation, accounting support, and entity choice consulting.

 
 
g-crescoli-365898.jpg

Tax Planning & Preparation

As your business grows, minimizing taxes may not be your only goal– your priorities may include maximizing retirement savings or expanding your company paid fringe benefits, or exit strategy planning. Let us help you determine how these various priorities might impact your business taxes now and in future years. 

We prepare returns for corporations, S corporations, partnerships, limited liability companies, estates and trusts. We also assist our business clients with other tax and regulatory filings, including state income tax returns, local personal property returns, local gross receipts tax filings, licenses and annual reports due to state business authorities.  We can help you be sure you are meeting all of your filing responsibilities.


Accounting Services

As a small business owner, you should focus on what will make you successful- leave the administration to us. We can handle your monthly accounting, including bookkeeping and financial statement preparation, bank reconciliations, and cash flow management. We can also assist with sales tax filings, payroll processing, expense analysis, and budgeting.

charles-forerunner-378.jpg

thomas-lefebvre-3950.jpg

ENTITY Choice Consulting

Thinking about starting a business or wondering whether your current entity structure is most advantageous for your circumstances? Did you start a LLC and wonder which tax status you should elect? We can help you understand the impacts of the tax code on the various tax entities and assist you in making sure that your entity choice supports your short and long-term goals. 

 

Non-Profit Services

We have worked with a range of small and large non-profit organizations, from a $250K environmentally focused organization to a $200M international development organization, performing a variety of tax, accounting and consulting services. We can help you keep accurate books and records and make necessary filings, so you can focus on advancing your mission.

 
 
rawpixel-com-250087.jpg

Accounting Services

Generating useful accounting reports for a non-profit organization requires both traditional accounting knowledge and understanding of specialized concepts, such as tracking restrictions on net assets, and keeping books that allow reporting out to donors or funders at the project or donation level. We can handle your bookkeeping and financial statement preparation, bank reconciliations, and project-level budgeting, expense tracking and progress monitoring. We have expertise in accounting for federal, state and foundation grants and awards, indirect expense allocation methodologies, and other specialized services.


Form 990 Services

Form 990 is more than a tax filing; as a public document, it can be a powerful tool to showcase your mission and impact both current and future donors. We can assist you by preparing a filing that not only meets the compliance requirements, but also highlights your achievements.

tim-marshall-114623.jpg

larm-rmah-216854.jpg

Consulting Services

We have worked with non-profit organizations for over thirty years and have a robust understanding of the issues facing them. We have provided a range of services, including assistance with Form 1023, consulting on internal control and board governance issues, grant close-out assistance and life-of-project analysis, enterprise software selection and system implementation support, and state solicitation registration support - to name a few. If you have a project, chances are, we can help.