The team you call when you need a strategic partner.
Discover how Wicks Emmett evolves with your business needs, offering comprehensive solutions that go beyond traditional accounting.
Tax & Accounting Solutions for Businesses, Estates, Individuals and More.
Whether you need an expert to prepare your taxes or guidance on new tax law, our 20+ professionals with over 100 years of combined experience are ready to lead the way. Our wholistic approach goes beyond preparing taxes, providing ways to help you find efficiencies, deductions, and plan for a stronger future.
Tax & Accounting Services
Tax Planning & Preparation
From annual planning to final preparation, our team of tax professionals is here for you. Our hands-on, holistic approach with our clients keeps your business and unique challenges at the forefront, so that when it comes times to file your taxes there are no surprises.
Payroll
Wicks Emmett’s payroll services streamline your business operations, ensuring accurate, on-time payments while maintaining compliance with tax regulations. Our customizable solutions adapt to businesses of all sizes, offering seamless integration with your existing systems. Experience peace of mind with our dedicated support team, ready to address any payroll-related questions or challenges.
Bookkeeping
Having accurate, up-to-date financial records simplifiues decision-making and provides an accurate outlook for yoru business. Our team of experienced professionals handles everything from tracking daily transactions to reconciling accounts, so you can focus on running your business. With customized solutions tailored to meet your unique needs, we offer seamless integration with your preferred software and tools. Whether you’re a small business or a growing enterprise, Wicks Emmett’s meticulous approach helps you maintain a clear financial picture, saving time and reducing stress.
Audit & Assurance
Having clarity and confidence in your financial reporting helps you build trust with stakeholders and meet regulatory requirements. Our experienced professionals can conduct thorough and objective evaluations of your financial statements, systems, and processes to ensure accuracy, transparency, and compliance. From audits to reviews, financial forecasts to financial statements, Wicks Emmett delivers high-quality, trusted results tailored to your organiation’s needs.
Estate & Trusts
Protect your legacy with confidence. Our estate planning services guide you in creating a tailored plan to safeguard your assets, minimize taxes, and ensure your wishes are carried out. We offer expert estate tax preparation to navigate complex tax laws and maximize efficiency during transitions. For ongoing trust management and accounting, our team ensures your trust operates smoothly, with precise record-keeping and compliance with legal requirements. Additionally, our trust tax preparation services simplify the filing process, providing accuracy and peace of mind for you and your beneficiaries.
Business Consulting and Advisory For a Wholistic Approach.
While our expertise begins with tax planning and preparation, it extends far beyond simply filing your taxes. With over 60 years in business, the breadth of our experience runs deep through many industries, allowing us to provide knowledgable solutions to a wide array of business challenges.
Consulting
Controllership and Accounting Systems
Retirement Plan Setup and Design
Employee Benefit Plan Administration
Having accurate, up-to-date financial records simplifiues decision-making and provides an accurate outlook for yoru business. Our team of experienced professionals handles everything from tracking daily transactions to reconciling accounts, so you can focus on running your business. With customized solutions tailored to meet your unique needs, we offer seamless integration with your preferred software and tools. Whether you’re a small business or a growing enterprise, Wicks Emmett’s meticulous approach helps you maintain a clear financial picture, saving time and reducing stress.
Mergers, Acquisitions and Sales
Business Ownership Transition Planning
Protect your legacy with confidence. Our estate planning services guide you in creating a tailored plan to safeguard your assets, minimize taxes, and ensure your wishes are carried out. We offer expert estate tax preparation to navigate complex tax laws and maximize efficiency during transitions. For ongoing trust management and accounting, our team ensures your trust operates smoothly, with precise record-keeping and compliance with legal requirements. Additionally, our trust tax preparation services simplify the filing process, providing accuracy and peace of mind for you and your beneficiaries.
Fractional CFO Services
Protect your legacy with confidence. Our estate planning services guide you in creating a tailored plan to safeguard your assets, minimize taxes, and ensure your wishes are carried out. We offer expert estate tax preparation to navigate complex tax laws and maximize efficiency during transitions. For ongoing trust management and accounting, our team ensures your trust operates smoothly, with precise record-keeping and compliance with legal requirements. Additionally, our trust tax preparation services simplify the filing process, providing accuracy and peace of mind for you and your beneficiaries.
Wealth Management You Can Count On
You’ve put in the work, established your business, overcome challenges, but now it’s time to think bigger. Through our partnership with Avantax®, we apply a tax-intelligent process to help you keep more of what you earn and secure your financial future.
Wealth Management
Individuals
Businesses
Retirement Plans
Trustee Services
All Services
With depth of knowledge across a myriad industries, Wicks Emmett professionals specialize in accounting services that are specific and specilaized to our clients’ needs.
Whether providing business advisory services to a resort or winery, stepping in as CFO for a nonprofit agency or medical practice, walking a client through an IRS problem or complex tax issue, assisting a family to plan and prepare thier estate/trust taxes, our experts use their insight and in-depth knowledge to help you succeed.
When you work with a WE professional, an entire office of talent is at your disposal. Below you’ll find a list of all of the services you secure from Wicks Emmett
Assurance Services
- Audits
- Reviews
- Compilation
- Agreed Upon Procedures
- Financial Forecasts and Projections
- Business Energy Tax Credit Certifications
- Personal Financial Statements
- Compliance Audits
- Internal Control Reviews
Business Consulting & Advisory Services
- Controllership Services
- Accounting System Set Up and Design
- Internal Control Set Up and Design
- Retirement Plan Set Up and Design
- Employee Pension and Profit Sharing Plan Accounting and Administration
- Employee Benefit Plan Administration
- Entity Selection and Restructuring
- Business Ownership Transition Planning
- Cash Flow and Budgeting Analysis
- Debt and Finance Advising
- Business Mergers, Acquisitions and Sales
- Lease vs. Purchase Analysis
Estate Planning & Trust Services
- Estate Planning Services
- Estate Tax Preparation
- Trust Management and Accounting
- Trust Tax Preparation
Business Valuation, Litigation Support & Forensic Accounting
- Business Valuations
- Litigation Support
- Forensic Accounting
- Fraud Examinations
Tax Management, Preparation & Advisory Services
- Tax Management and Planning
- Tax Preparation
- IRS and State Tax Representation
- Tax Dispute Resolution and Offers In Compromise
- International Taxation
Retirement & Financial Planning
- Retirement Plan Choices
- Retirement Plan Design
- Personal Financial Planning
- College Funding Planning