Our Services

Accounting & Bookkeeping

With years of experience working through the full accounting cycle for companies in multiple industries, we can do more than just get your books ready for tax time. We believe timely delivery of financial statements, replete with customized context and insight, can be another valuable source of real-time information for the managers of your business.

Wheatland Family CPA can provide a Quickbooks Certified ProAdvisor for quarterly or annual review of ledgers and reconciliations, or full monthly support including journal entries, reconciliations, financial reporting, and more.

Whether you need project-based or ongoing support, we have the skills to keep your financials in great shape so that you can focus your time on what matters most to your business.

Individual Tax

Taxes are complicated. Whether it is due to complicated investment activity or surprisingly complex local tax rules, individual taxes can become complex very quickly. We’ll focus on the peculiarities of the tax code so you can focus more of your time on what matters most.

Our strategic focus on attention to detail allows us to not only get your return right, but also to provide you with a better understanding of each area of your return.

Personal Financial Coaching

You’ve got the income, but you could use a little assistance with the rest. We offer affordable hourly financial coaching covering financial issues faced by most individuals. Household financial goals big or small, we’re here to help.

Schedule a free consultation to see if we’re the right fit to help you address any of the following

  • 529 Planning

  • 401k/Roth Planning

  • Credit Planning

  • Student loan resumption assistance (Fall 2023)

  • Other personal financial goals you may want to discuss

IRS Audit Representation

An IRS audit of your finances can be very stressful. If you would like some assistance from a local CPA, Wheatland Family CPA can take over the process and work directly with the IRS on your behalf.

Let’s work together.

Let us know how we can help and we will be in touch shortly!