No, we don’t. Our time and expertise are valuable, and we believe in fair compensation for professional services. We do offer an initial conversation to determine fit, but detailed tax or accounting guidance is part of paid engagements.
In order to allow us the flexibility to customize our approach to your tax return, Olsen Wheeler CPAs doesn't quote firm prices. Rather, fees are charged on a billable-hour basis, in 15-minute increments, and are charged based on the actual amount of time it takes to complete the necessary work at the standard billing rates of the personnel performing the work. If you'd like to provide us a copy of last two years of tax returns, we can certainly provide an estimate.
Our clients include small business owners, real estate investors, individuals with complex tax situations, and families who value professional, long-term support.
Absolutely. Many clients come to us needing cleanup. We’ll get you organized, caught up, and confident moving forward.
We combine big-firm expertise with a personal touch. You’ll work directly with CPAs who know your name, understand your business, and care about your success.
Yes - while many of our clients are local, we also serve individuals and businesses across state lines. Tax law is federal, and with today’s technology, we can securely assist clients virtually.
We use encrypted systems, secure portals, and industry best practices to safeguard sensitive financial data. Protecting your privacy is a top priority.
Most clients choose monthly bookkeeping, but we can provide weekly, quarterly, or annual support.
Yes, we can track, manage, and reconcile AR and AP as part of bookkeeping services.
Absolutely. Cleanup is one of our most common starting points.
We work with a variety of software. If you’re not already set up, we’ll recommend the best solution for your needs.
Ideally, year-round. Strategic tax planning works best when we’re involved before year-end.
No - we prepare and plan for individuals, families, small businesses, partnerships, S-corps, and C-corps.
Yes, through legal strategies like timing income/expenses, deductions, credits, and entity structuring.
Yes, we handle multi-state returns for both individuals and businesses.
No, we also help individuals who own rental properties or are considering real estate investments.
Yes - we can advise on and report like-kind exchanges for investment property.
Absolutely. We’ll structure and report income properly to maximize benefits and reduce risk.
Yes, including depreciation, mortgage interest, and property-related write-offs.
Contact us immediately. We can review the notice, explain it, and represent you in communications.
Yes, we handle IRS and state audits, guiding you through every step.
Yes, we can help arrange installment agreements and negotiate on your behalf.
In many cases, yes. We’ll review your situation and determine if you qualify.
Tax basics, small business accounting, real estate tax strategies, payroll essentials, and more.
Business owners, industry groups, community organizations, or anyone looking to better understand finances.
Yes, we provide both.
Reach out through our contact form or give us a call, and we’ll discuss topics, timing, and format.