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Two women collaborating, highlighting the supportive and partnership-driven approach of working with Wilmoth Financial.

Ready to simplify your finances?

Contact Wilmoth Financial today to schedule a consultation and discover how our comprehensive financial services can help you achieve financial clarity and peace of mind.

Contact us

Frequently Asked Questions

How can I schedule an appointment?

Please use our contact form to send us a message, and we will contact you to set up an appointment.

What's the best way to send my documents?

The most secure way to send documents is by uploading files or photos through our Secure File Pro portal in the Client Center.

When will I get my refund?

If you e-filed your return, you can typically check your refund status within about 48 hours using the IRS 'Where's My Refund?' tool.

Frequently Asked Questions

How can I schedule an appointment?

Please use our contact form to send us a message, and we will contact you to set up an appointment.

What's the best way to send my documents?

The most secure way to send documents is by uploading files or photos through our Secure File Pro portal in the Client Center.

When will I get my refund?

If you e-filed your return, you can typically check your refund status within about 48 hours using the IRS 'Where's My Refund?' tool.

Our Services

We offer a wide range of financial services to meet your unique needs. Learn how we can help you achieve your financial goals.

Tax Preparation
Services

Tax preparation for federal, state, and local returns, ensuring compliance and accuracy.

Tax Advisory
Services

Maximize your savings and minimize liabilities with Wilmoth Financial's strategic tax guidance.

Consulting & Planning Services

Empower your financial future with strategies for startups and established businesses.

Bookkeeping
Services

Streamline your financial processes to maintain accurate, current, and reliable records.

Cash Flow & CFO
Services

Optimize financial performance with tailored cash flow and CFO services for enhanced liquidity.

Payroll
Services

Simplify payroll processes for timely, accurate, and compliant payroll administration.

Tax Preparation Services

Tax preparation for federal, state, and local returns, ensuring compliance and accuracy.

Tax Advisory Services

Maximize your savings and minimize liabilities with Wilmoth Financial's strategic tax guidance.

Consulting & Planning Services

Empower your financial future with strategies for startups and established businesses.

Bookkeeping Services

Streamline your financial processes to maintain accurate, current, and reliable records.

Cash Flow & CFO Services

Optimize financial performance with tailored cash flow and CFO services for enhanced liquidity.

Payroll Services

Simplify payroll processes for timely, accurate, and compliant payroll administration.

What Our Clients Say About Us

A sincere thank you for taking care of us this year. Especially coming off of our nightmare from last year, this process was the smoothest and most thorough experience we've ever had with our taxes. We appreciate your prompt communication and guidance on getting us across the finish line well in advance of tax day.

Luke

Special thanks to Wilmoth Financial. Without being a current client, we came to them with a last-minute tax issue. Jessica was prompt to respond and even helped us with options we didn’t know were available to our company.

Jerad

Wilmoth Financial has the best employees on their team. They seem to make everything better and ease concerns. They are approachable and answer all questions.

Tempra