Wilson Financial CPA - Appleton, Wisconsin
Address: 100 W Lawrence St Suite 223, Appleton, WI 54911.
Phone: 08302275.
Website: wilsonfinancialcpa.com
Specialties: Tax preparation service, Certified public accountant, Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.1/5.
📌 Location of Wilson Financial CPA
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Wilson Financial CPA: A Comprehensive Overview
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Wilson Financial CPA stands as a reputable financial advisory firm located in Appleton, Wisconsin. Established within the community, this practice offers a range of professional accounting and financial services tailored to meet the needs of individuals and potentially small to medium-sized businesses. Their physical presence is situated at 100 W Lawrence St Suite 223, Appleton, WI 54911, making their services accessible to residents and professionals in the immediate area.
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Core Services Provided
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The firm specializes in several key financial areas. Their primary offering is Tax Preparation Service, where a team of experienced professionals, notably Tim as highlighted in client interactions, assists clients in navigating complex tax situations with efficiency and accuracy. This service is crucial for individuals seeking to optimize their tax outcomes and ensure compliance with federal, state, and local regulations.
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Furthermore, Wilson Financial CPA operates as a Certified Public Accountant (CPA) firm. This designation signifies that their accountants meet the rigorous educational, examination, experience, and ethical requirements set by the American Institute of CPAs (AICPA) and relevant state boards. Clients benefit from the expertise and authority that CPAs bring to financial matters, including auditing, bookkeeping, and financial statement preparation if needed.
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Financial planning is another cornerstone of their services. They offer comprehensive Financial Planning, moving beyond mere tax preparation to help clients set goals, manage assets, plan for retirement, and secure their financial future. This holistic approach integrates income, spending, savings, investments, and insurance to create a personalized roadmap for financial success.
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For those looking to grow their wealth or manage investments effectively, Wilson Financial CPA provides Investment Service. They advise clients on various investment options, considering risk tolerance, financial objectives, and market conditions, helping to make informed decisions aligned with their long-term goals.
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Business Location and Physical Presence
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Wilson Financial CPA maintains its operational base at 100 W Lawrence St Suite 223, Appleton, WI 54911. This location places them within the heart of Appleton, offering convenient access for local clientele. The building houses their professional team ready to assist clients seeking expertise in accounting and finance. This physical office is a key point for those who prefer face-to-face meetings or appreciate having a tangible point of contact.
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Accessibility is considered, ensuring the premises are wheelchair accessible. This includes a wheelchair accessible entrance and a wheelchair accessible parking lot, making the services approachable to everyone, regardless of physical ability. These features demonstrate a commitment to inclusivity and ensuring all clients can comfortably engage with the firm.
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Client Interaction and Recommendations
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Efficient scheduling is recommended for appointments. Clients are advised to book a time slot with Wilson Financial CPA, ensuring dedicated attention from the financial experts without undue waiting. This practice allows for a more structured and productive consultation.
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Engaging with Wilson Financial CPA often begins with Tim, whose positive client interactions exemplify the firm's service quality. According to client feedback, Tim provides clear guidance, streamlining the often-complex process of tax filing. His approach includes identifying necessary documents, facilitating easy submission, and addressing any questions promptly via email or phone, resulting in a painless experience. This personalized attention underscores the firm's commitment to client service.
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Reputation and Client Feedback
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Wilson Financial CPA maintains a strong reputation in the community, as evidenced by its online presence. On Google My Business, the firm has accumulated 11 reviews, showcasing client experiences and sentiment. A significant average rating of 4.1 out of 5 further indicates a generally positive perception among those who have utilized their services.
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Why Choose Wilson Financial CPA
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Choosing Wilson Financial CPA means selecting a partner with expertise in tax law, financial planning, and investment strategies. Their team, including CPAs and financial planners, provides personalized service tailored to individual needs. The firm emphasizes efficiency, as seen in streamlined tax preparation processes, and clear communication, ensuring clients are well-informed throughout their financial journey.
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For Appleton residents or surrounding areas seeking reliable, high-quality accounting and financial advice, Wilson Financial CPA presents a viable option. From handling complex tax filings to guiding long-term financial strategy, they offer a comprehensive suite of services designed to meet diverse client requirements. Their focus on accessibility and client satisfaction makes them a noteworthy choice for anyone looking to manage their finances effectively.
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| Contact Method | Details |
|---|---|
| Address | 100 W Lawrence St Suite 223, Appleton, WI 54911 |
| Phone | 08302275 |
| Website | wilsonfinancialcpa.com |
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In summary, Wilson Financial CPA offers a blend of specialized expertise and client-focused service. Their strengths lie in their comprehensive service offerings, including tax preparation, financial planning, and investment advice, delivered by qualified CPAs. Located conveniently in Appleton with considerations for accessibility, they provide a professional environment. With a solid client base and positive online reviews, they represent a trustworthy resource for individuals seeking financial guidance.
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- Tax Preparation Service: Efficient handling of individual tax filings.
- Certified Public Accountant (CPA): Assurance of professional expertise and qualifications.
- Financial Planner: Guidance on achieving long-term financial goals.
- Investment Service: Advice on managing and growing assets.
- Accessibility: Wheelchair accessible entrance and parking lot for all clients.
- Client Interaction: Recommended appointments for personalized service.
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For anyone in Appleton or the surrounding areas needing assistance with their finances, from straightforward tax preparation to complex financial planning, Wilson Financial CPA presents itself as a knowledgeable and approachable option. Their online presence and local reputation suggest a firm committed to serving the community's financial needs effectively.
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Understanding the Scope: What Financial Needs Can They Address
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Wilson Financial CPA is well-positioned to address a wide spectrum of financial needs beyond just tax filing. They can assist with crucial life events such as marriage, where integrating financial affairs becomes necessary. Their expertise extends to retirement planning, ensuring clients can secure their future income streams. The firm also likely offers advice on estate planning, helping clients manage assets for future generations and minimize potential tax implications.
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For individuals managing investments, Wilson Financial CPA provides strategic oversight, helping to navigate market fluctuations and align investment choices with personal objectives. They can also assist with business-related financial matters, potentially offering services relevant to small business owners, such as bookkeeping, payroll services, and business tax preparation if they fall within the firm's scope.
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Conclusion: A Valuable Resource for Appleton Residents
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Wilson Financial CPA emerges as a valuable resource for Appleton residents seeking professional financial advice and services. Their comprehensive offerings, coupled with a commitment to client satisfaction demonstrated through positive reviews and testimonials (like the one mentioning Tim's efficiency), position them as a reliable partner for various financial needs. From navigating the complexities of tax preparation to crafting a long-term financial strategy, they provide the expertise and personalized attention required. Their focus on accessibility ensures that high-quality financial services are available to everyone. For anyone looking to optimize their financial health, Wilson Financial CPA is definitely worth considering.
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"summary": "Wilson Financial CPA offers tax prep, financial planning, investment services, and more. Located in Appleton with accessible facilities and positive reviews.",
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👍 Reviews of Wilson Financial CPA
