Business Details
Your Trusted Partner for Accounting and Tax Solutions
Wicks Emmett is a distinguished accounting firm with a legacy spanning over 58 years, dedicated to providing comprehensive financial solutions that extend beyond traditional tax planning. Our team of over 35 talented professionals, including 12 CPAs with more than 80 years of combined experience, serves clients across all 50 states. We prioritize strategic partnerships, offering tailored services in business consulting, estate planning, audit assurance, and wealth management.Our commitment to client success is reflected in our industry-leading retention rate and our affiliation with RSM Global, which enhances our ability to deliver specialized expertise. By focusing on long-term relationships and proactive financial strategies, we empower businesses and individuals to navigate complexities and achieve sustainable growth.
Services
Tax Planning
Business Consulting
Estate Planning
Audit Services
Payroll Services
Bookkeeping
Wealth Management
Trust Services
IRS Representation
Retirement Planning
Highlights and features
- We offer over 58 years of experience in accounting and business consulting.
- Our team includes 12 CPAs with more than 80 years of combined expertise.
- We serve clients in all 50 states with industry-specific financial solutions.
- Our strategic partnerships provide access to global resources and niche specialties.
- We guarantee personalized service with a focus on long-term client success.
Services
Tax Planning & Preparation
Our tax planning and preparation services combine annual strategy with hands-on execution to address unique business challenges. We ensure compliance while identifying deductions and efficiencies to strengthen financial outcomes. Clients benefit from proactive guidance tailored to evolving tax laws and industry-specific needs.
Business Consulting
We bridge tax planning and business strategy, offering solutions for mergers, acquisitions, cash flow analysis, and operational optimization. Our consultants provide actionable insights to drive growth, with expertise across healthcare, construction, and nonprofit sectors. Clients gain a strategic partner invested in long-term success.
Estate & Trust Planning
Our estate and trust services focus on safeguarding assets, minimizing taxes, and ensuring smooth transitions. We design customized plans for individuals and families, including trust management and tax preparation. Ongoing compliance and clear documentation provide peace of mind for beneficiaries.
Audit & Assurance
We conduct thorough evaluations of financial statements and systems to ensure accuracy and regulatory compliance. Services include audits, reviews, and internal control assessments. Our objective approach builds stakeholder trust and supports informed decision-making for businesses and organizations.
Payroll Services
Our payroll solutions streamline operations with accurate, timely payments and tax compliance. Customizable integration adapts to businesses of all sizes, supported by dedicated assistance. Clients reduce administrative burdens while maintaining precision in payroll processing and reporting.
People
Charles H. Chappell
Partner, CPA, CVA
With over 30 years at Wicks Emmett, Chuck specializes in business advisory, tax planning, and healthcare consulting. He emphasizes client relationships and strategic growth, leveraging affiliations with RSM Global to deliver specialized expertise.
Jeremy Chappell
Managing Partner
Jeremy leads the firm with a focus on innovation and client-centric service, ensuring alignment with evolving industry standards and client needs.
Steven B. Oleson
CPA, CMA Partner
Steven provides expert accounting and consulting services, emphasizing financial clarity and operational efficiency for diverse clients.
Brian F. Menefee
CPA Partner
Brian specializes in tax and business advisory services, delivering tailored solutions to support client growth and compliance.
Rebecca Smith
CPA Partner
Rebecca focuses on strategic tax planning and consulting, helping clients navigate complex financial landscapes with precision.
Questions
What services does Wicks Emmett offer?
We provide accounting, tax planning, business consulting, estate planning, audit assurance, payroll, and wealth management services tailored to diverse industries.
How is Wicks Emmett different from other CPA firms?
Our holistic approach combines tax expertise with strategic business consulting, supported by a 58-year legacy and global resources through RSM Global.
Do you serve clients outside Oregon?
Yes, we serve clients in all 50 states, with local expertise and nationwide reach through our affiliated networks.
How can I make a payment?
Payments can be securely processed through our partner site, Swipe Simple, accessible via our website.
What industries do you specialize in?
We specialize in healthcare, construction, forest products, real estate, and nonprofit sectors, offering industry-specific financial solutions.
Can you assist with IRS or tax disputes?
Yes, our team provides IRS representation and tax dispute resolution services to address complex state and federal tax issues.
