Business Details
11 Years
experience
Trusted Tax & Accounting Services in Winchester, KY
Wheeler Tax & Accounting has been dedicated to providing comprehensive tax and accounting solutions since 2015. Our founder, Donna, brings over 25 years of hands-on experience in tax preparation, payroll processing, and bookkeeping, complemented by her Enrolled Agent (EA) certification from the IRS. This credential, earned through rigorous examination and continuing education, grants her unlimited representation rights before the IRS. We specialize in minimizing tax liabilities through strategic planning while ensuring compliance with evolving tax laws. Our services extend to payroll management, quarterly financial reporting, and resolving complex tax issues such as penalty abatement and lien removal.Clients benefit from personalized guidance tailored to their unique business needs, whether they require assistance with corporate tax filings or strategic growth planning. Our commitment to accuracy, ongoing education, and ethical practices ensures clients receive reliable, up-to-date advice. By handling intricate financial tasks, we empower business owners to focus on operational growth while maintaining confidence in their compliance and financial health. This dedication to client success has solidified our reputation as a trusted partner in Winchester, KY.
Services
Tax Preparation
Payroll Processing
Bookkeeping
Quarterly Reporting
Tax Problem Resolution
Details
- Year established: 2015
Highlights and features
- We offer 25+ years of tax and accounting expertise with IRS-certified professionals.
- Our Enrolled Agent status provides unlimited IRS representation for complex tax issues.
- We prioritize personalized service to align solutions with your business's unique needs.
- Accurate, timely filings prevent costly penalties and ensure regulatory compliance.
- Strategic tax planning maximizes savings while maintaining full legal compliance.
Associations and certifications
- Enrolled Agent (IRS)
Services
Tax Preparation
We prepare and file individual, corporate, and amended tax returns with precision. Our team stays current on tax law changes to ensure compliance while minimizing liabilities. Electronic filing options provide fast, secure submission for clients.
Payroll Processing
We manage payroll calculations, withholding taxes, and regulatory filings for hourly, salary, and contractor payments. Timely processing ensures employees receive accurate paychecks while avoiding penalties for late tax submissions.
Bookkeeping
Our bookkeeping maintains up-to-date financial records, tracking income, expenses, and assets. This service provides business owners with clear financial insights to support informed decision-making and growth strategies.
Quarterly Reporting
We generate detailed quarterly reports to monitor business performance, including cash flow analysis and profit/loss statements. These reports enable data-driven decisions and improve financial management.
Tax Problem Resolution
We resolve tax disputes, penalty abatements, and lien removals through IRS negotiation. As Enrolled Agents, we provide expert representation for audits, payment plans, and offer-in-compromise solutions.
People
Donna
Owner / Enrolled Agent
Donna has over 25 years of tax and accounting experience, including IRS-certified Enrolled Agent status. She graduated with a Bachelor's in Accounting in 2012 and completes 30+ annual hours of tax ethics education.
Questions
What tax services do you offer for small businesses?
We provide corporate tax preparation, quarterly reporting, payroll tax filings, and strategic tax planning to minimize liabilities while ensuring compliance.
How do you handle IRS tax disputes?
As IRS-licensed Enrolled Agents, we represent clients in audits, penalty abatements, lien removals, and offer-in-compromise negotiations to resolve tax issues.
Can you assist with payroll tax compliance?
Yes, we process payroll calculations, withholding taxes, and regulatory filings while ensuring timely submission to avoid penalties.
What accounting software do you use?
We work with QuickBooks and other major platforms to maintain accurate books, track expenses, and generate financial reports.
Do you offer year-round tax planning?
Yes, we provide ongoing tax strategy consultations to identify savings opportunities and adapt to changing regulations throughout the year.
