More than just your tax advisor. accountant. C.P.A. once a year advisor.
Discover how Wicks Emmett evolves with your business needs, offering comprehensive solutions that go beyond traditional accounting.
Going Beyond the Tax Return – Strategy for what Comes Next.
At Wicks Emmett, we go beyond balancing books and filing taxes. We provide insights, strategies, and solutions that empower your business to grow, adapt, and thrive. Our team of experienced CPAs and advisors work alongside you, offering tailored services that support your unique financial and operational needs.
Your Growth is Our Business
Whether you’re a startup looking to scale, an established company seeking to optimize operations, or a family-owned business planning for the next generation, we bring actionable advice and forward-thinking solutions to help you achieve your goals. We take the time to understand your business, identify opportunities for improvement, and implement strategies that deliver real results. By leveraging our deep financial expertise and industry knowledge, we help you stay competitive, efficient, and ready for whatever comes next.
A Partner Invested in Your Success
We see our clients as more than numbers on a balance sheet. We become invested in your journey, working closely with you to navigate financial complexities and uncover opportunities for growth. Our goal is to be a trusted partner who provides both stability and innovation.
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