If you need a simplified financial statement from an independent accountant, we can review your financial data and present the information as a “representation of management” and express no opinion or assurance on the statements.
If your business is in a time of transition, our team can step in to keep your business finances on track by providing part-time CFO services. Through projecting revenues, cash flow management, and planning we can come alongside your administration to provide critical financial assistance to help move your business forward.
We can come in person or do everything virtually dependent upon your needs.
We have accountants who can assess the feasibility, stability, and profitability of your business.
Whether you’re looking to build long-term plans for a business activity, or identifying the profitability of projects and departments we can review the data for you and leave you to do what you do best – run your business.
We work hard to make sure your finances are accurate and your budget is a true reflection of your financial capabilities.
We work with you to see where you may go under or over budget and come up with solutions. Our budget analysis includes reviewing all financial data, checking for any inconsistencies, comparing industry trends, and reviewing historical data.
Does your company’s budget need help?
Our accountants can work with you to review any current financial data and help you set up a budget based on your company’s goals.
We can help you understand the tax consequence of each business structure so you can avoid any possible penalties from the IRS or state.
We can assure you avoid the common pitfalls that many business owners make when starting their venture.
We also help current businesses restructure their entity for potential tax benefits.
A popular adage states, “Failing to plan is planning to fail.”
We want to turn that around; plan on succeeding with a strategic business plan. A strategic business plan is much more than a tool to obtain financing.
Preparing a strategic plan can help you clarify your company’s direction. It ensures both management and staff are on the same page and focused on the tasks at hand and ahead.
Let us help you understand the financial needs of your business through budgeting and financial projection and create a plan to cover them.
We can help mitigate risk and protect your company’s resources.
We do this by assessing your internal control systems to determine the efficiency and effectiveness of your operating procedures.
Then we make recommendations that protect your resources. We want to help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.
Today’s tax laws are so complicated that preparing your own tax return can be a task that leaves you with more questions than answers. Turning your tax preparation services over to a professional will help you stay compliant but also prevent you from overpaying the amount of tax you legally and ethically have to pay.
Wiley CPA takes tax preparation very seriously and we prepare each return utilizing two tax professionals to ensure accuracy. If you feel you have been overpaying in taxes we also offer tax planning services.
Although a majority of the tax-exempt non-profit organizations don’t pay federal taxes, all of them do have to file an informational return with the IRS.
The tax world for estate and trusts are complex. We are able to help guide you through the tax requirements and refer you to attorneys to assist with the administration.
Form 1120 is the U.S. Corporation Tax Return and is taxed at the corporate level, unlike the S-corp and partnerships which are flow-through entities.
Sales tax is decided by the state but collected by the seller. Preparing sales tax reports is a complex process that becomes tedious and time-consuming.
Wiley CPA provides professional services to file and report sales taxes in correspondence with governing statutes.
At Wiley, we believe in establishing proactive partnerships.
We go above and beyond for you, to ensure your compliance needs are met. As your partners, our job is done when you feel passionate about your business and are empowered with reliable data to make important decisions.
We thrive on making your mission and goals flourish with insightful financial performance analysis, forward thinking to protect your business as you grow, and proactive relationships with our team. Whatever your needs are, we can help you on your journey to success.
We have versed in all areas of Individual, Corporate and Non-Profit Tax Planning and Preparation, Sales Tax, and Tax Resolution. We are diligent to keep up with tax law at federal and state levels to accurately represent and serve our clients to the fullest.
We meet your needs with cost-effective and personalized options, which include Bookkeeping, Payroll, Monthly Financial Reporting, Cash Flow Analysis, Prior Period Clean-Up, and more.
You get access to real numbers in real time: Our cloud-based software allows you to easily access your books from virtually anywhere!
Regardless of the industry, size, or tenure of your business, we have robust expertise in Strategic Business Planning to ensure integrity and continuity.
We have a proven track record with Due Diligence, Mergers & Acquisitions, Analysis of Corporate Financial Controls and Procedures, Digital Transformation, Compilations, and more.
Access your books without leaving your breakfast table!
We are a Xero Silver Partner, which means we have up to 100 clients who have full and unlimited visibility to their financial records. This allows you the flexibility to be involved as much, or as little, as you want.
You and your needs first. This simple statement sums up what drives the culture at Wiley. For over 25 years, we’ve dedicated ourselves to be professional, responsive, high-quality performers.
Founded in 1992 in Jupiter, Florida, Wiley has grown to include a location in Delray Beach, Florida. Whether you are looking for assistance on a personal tax return or you need your corporate finances managed with precision, Wiley is ready for you.
Wiley is proud to be part of the Dave Ramsey Endorsed Local Providers (ELP) network. Our company was personally vetted by Dave’s team and deemed to meet their demanding criteria in the areas of expert accounting knowledge and superior customer service for both individuals and businesses.
Dave Ramsey has authored four New York Times bestselling books on money and business and The Dave Ramsey Show is heard by millions of radio listeners each week. We are honored to be part of his network of trusted financial providers!
We would love the opportunity to meet you personally or virtually. Fill out our online form and our team will reach out to schedule an appointment within 24 hours.
Contacting us is the first step to getting better control of your finances.