Business Details
50+ Years
experience
Your Trusted Tax & Accounting Partner in Winston, OR
Founded in 1975 by Audie and Glinda Wheeler, Wheeler Bookkeeping has evolved into a trusted three-generation family business specializing in tax, accounting, and consulting services. With over 45 years of combined experience, our team helps more than 1,500 clients annually navigate complex financial landscapes, from business structuring to retirement planning. We prioritize personalized service, offering tailored consulting packages, audit preparation, and payroll management to ensure compliance and financial stability.Our expertise in IRS regulations, tax law changes, and strategic business planning positions us as a reliable partner for small businesses seeking long-term success. We maintain transparency through clear communication, fixed pricing for core services, and a commitment to staying current with evolving industry standards. As we transition into a dedicated consulting firm, we continue to emphasize client education and proactive financial management to reduce stress and maximize growth opportunities.
Services
Tax Returns
Payroll Services
Accounting
Business Consulting
Audit Preparation
IRS Compliance
Company Setup
Retirement Planning
Financial Records
Tax Strategy
Details
- Year established: 1975
Highlights and features
- We offer 45+ years of combined experience in tax and accounting services.
- Our team helps over 1,500 clients annually with personalized financial solutions.
- We provide transparent pricing for core services like tax preparation and payroll.
- Our consulting packages include strategic business structuring and retirement planning.
- We maintain up-to-date expertise in IRS regulations and compliance requirements.
Services
Tax Returns
We prepare and file personal and business tax returns with accuracy and timeliness. Our team stays current with evolving tax laws to ensure compliance while maximizing deductions. Clients receive guidance on audit preparation and strategies to avoid penalties, with transparent pricing starting at $500 for basic filings.
Payroll Services
Our comprehensive payroll solutions handle tax filings, reconciliation, and regulatory compliance. We manage overtime calculations, healthcare contributions, and new hire reporting for Oregon businesses. Initial setup starts at $200/hour, with customized monthly packages tailored to business size and complexity.
Accounting
We maintain up-to-date financial records and provide training for business owners. Services include bookkeeping, financial statement preparation, and system implementation. Hourly rates begin at $200, with scope adjusted to client needs ranging from partial support to full-service management.
Business Consulting
Our consulting packages address business strategy, retirement planning, and operational structure. Options range from one-time strategy sessions to ongoing support, with hourly rates starting at $200. We specialize in helping clients understand financial workflows and implement sustainable growth strategies.
Audit Preparation
We assist clients facing IRS audits with documentation organization and procedural guidance. Our services include review of tax records, communication with authorities, and corrective action planning. Proactive clients receive advice on avoiding future audit risks through proper filing practices.
People
Robert Wheeler
Owner
With over 30 years in accounting, Robert specializes in business structuring and tax strategy. He transitioned Wheeler Bookkeeping into a consulting-focused firm, leveraging his expertise in IRS compliance and financial planning to serve Oregon businesses since 1995.
Trista Tomlinson
Operations Manager
Trista oversees daily operations and client coordination. With a decade of experience in accounting systems, she ensures efficient service delivery while maintaining the family business's commitment to personalized client relationships established in 2012.
Darcy
Payroll Administrator
Darcy manages payroll processing and tax filings, specializing in Oregon state compliance. With 15 years of experience, they ensure accurate handling of wage garnishments, healthcare contributions, and new hire reporting requirements for local businesses.
Peggy
Office Manager
Peggy coordinates billing and administrative operations. She resolves client payment inquiries and maintains office efficiency, applying her 20 years of experience in small business accounting to support Wheeler Bookkeeping's organizational needs.
Brittney
Front Office
Brittney serves as the primary contact for new clients and handles BOI reporting requirements. Her role includes client intake coordination and initial consultation scheduling, ensuring smooth onboarding for businesses seeking accounting and tax services.
Questions
What tax services do you offer for small businesses?
We prepare business tax returns, handle quarterly filings, and provide audit preparation. Our services ensure compliance with federal and state regulations while optimizing deductions.
How does your payroll service work?
We process payroll taxes, reconcile accounts, and manage new hire reporting. Initial setup starts at $200/hour, with customized monthly packages based on business needs.
Do you help with IRS audit preparation?
Yes, we organize documentation, communicate with the IRS, and implement corrective actions. We also advise on avoiding future audit risks through proper filing practices.
What consulting packages are available?
Packages include business strategy sessions, company setup, and ongoing financial planning. Hourly rates start at $200, with options for one-time or continuous support.
How do you handle Oregon state compliance requirements?
We specialize in Oregon payroll taxes, new hire reporting, and state-specific tax filings. Our team stays updated on regulatory changes to ensure local business compliance.
What accounting services do you provide?
We maintain financial records, prepare statements, and offer system training. Services start at $200/hour, with scope tailored to each client's bookkeeping needs.
