WB CPA
Relationship-based public accounting firm helping businesses and their owners thrive
4.0
Boutique public accounting firm offering tax planning, compliance, business consulting, and financial services.
About
WB CPA Firm is a relationship-based public accounting firm working closely with businesses and their owners to help them thrive. The firm provides a comprehensive range of services including tax planning and compliance, business planning and consulting, income tax preparation, estate and trust tax preparation, divorce impact accounting and consulting, bookkeeping and payroll, and IRS representation.
The firm emphasizes building trusted relationships with clients and delivering value beyond traditional accounting services by focusing on understanding each client's business. Led by Cameron Clark, CPA, the firm works directly with clients to solve financial issues and guide them through complex tax landscapes.
Services
Tax Planning & Compliance
Uses expertise to match planning to client goals through cooperative planning, financial forecasting, and constant monitoring of changes in tax law and regulations.
Business Planning & Consulting
Advises on business entity type selection from inception through growth and development, identifying the most advantageous entity type for business functions and goals.
Income Tax Preparation
Processes business and individual tax returns quickly and accurately using highly effective tech platforms, allowing last-minute changes and timely completion.
Estate & Trust Tax Preparation
Facilitates orderly transfer of assets, provides security for surviving spouses, reduces or eliminates tax due on transfer of business and other assets.
Divorce Impact Accounting & Consulting
Helps clients understand tax implications of divorce decisions including alimony, division of assets, custody, and dependents.
Bookkeeping & Payroll
Assists with business formation, registration with governmental agencies, bookkeeping, payroll, and QuickBooks support including set-up, training, and maintenance.
Credentials & Certifications
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