Practice Areas
Tax
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We specialize in comprehensive tax services tailored to meet the unique needs of individuals and businesses. From accurate income tax preparation and filing to strategic tax planning, our expert team is here to help you minimize your tax liability and stay compliant. Trust us to simplify the process and maximize your savings.
Payroll
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Our firm offers reliable and efficient payroll services to keep your business running smoothly. From accurate calculations to timely tax filings, we handle the complexities of payroll so you can focus on growing your business. Let us ensure your employees are paid on time and your compliance needs are met with ease.
Advisory
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Our advisory services at Wicklund CPA are here to help you make informed financial decisions with confidence. Whether you’re setting up a business, planning for succession, or navigating complex tax strategies, we provide personalized guidance tailored to your goals. Partner with us to create a roadmap for long-term success and financial growth.
Wills & Trusts
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We provide comprehensive tax services for wills and trusts, including fiduciary income tax preparation (Form 1041), estate and trust tax planning, and compliance with tax laws and regulations. We also offer tax consulting and advisory services to ensure optimal tax efficiency and minimize tax liabilities for beneficiaries, trustees, and executors.
Bookkeeping
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At Wicklund CPA, our bookkeeping services through Quickbooks Online are designed to keep your finances organized and your business on track. We handle everything from transaction recording to financial statement preparation, giving you clear insights into your financial health. Let us take the stress out of bookkeeping so you can focus on what you do best—running your business.
Succession Planning
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Our firm provides expert succession planning services, guiding business owners through the transition process to ensure continuity, minimize taxes, and protect legacy. Our comprehensive approach includes developing customized plans for ownership transfer, leadership transition, estate planning, and tax optimization, helping clients achieve their personal and professional goals.