With Wilkinson Cooley on your side, you'll have the expert help and guidance you need to make your wealth grow. You'll have the personal, in-depth services of knowledgeable tax and financial advisors -- an essential part of securing a solid financial future.

With Wilkinson Cooley's in-depth knowledge of the tax code and attention to detail, you'll be able to take much of the sting out of tax season.
One client thought she was going to owe the IRS thousands of dollars in tax when she filed her return. She enlisted Wilkinson Cooley's help. Wilkinson Cooley knew of credits and deductions available to her that she wouldn't have known to claim on her own. In the end, to her relief, she found that she owed the IRS less than $300.
Why pay a dollar more to Uncle Sam than you have to? Let our experts find all the tax savings you didn't know you could claim. We'll perform a thorough review of your situation and all pertinent information and help you uncover every credit and deduction you're entitled to, in many cases leading to substantially lower taxes owed and increased refunds.

Plus, we'll help you correct your course so that you'll continue paying less in years to come.

Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.

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When Wilkinson Cooley as your partner and mentor, you'll be amazed at how much brighter your financial future appears.
One couple wanted to know how to ensure that they would have enough to retire on. Wilkinson Cooley helped them find the savings, investment, and insurance vehicles that best suited their needs. They now have peace of mind that they are preparing the best they can for a comfortable lifestyle in future years.
It's not always obvious how to start building wealth. That's why working closely with a CPA as your financial advisor makes such a difference. You'll learn how to make your money work for you. And you'll find doors opened that would have been hard to open by yourself.

Let us show you today all the ways it's possible to achieve your dreams.

Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.

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With the assistance of Wilkinson Cooley, you'll have full assurance that your heirs will have everything you wish them to receive.
A retiree wisely came to Wilkinson Cooley for advice on estate planning -- and was sure glad he did! With Wilkinson Cooley's help and guidance, he was able to ensure that his heirs, rather than the government, received his assets.
When it comes to passing your estate to your heirs, the proper knowledge, planning, and execution are crucial. The sooner we can sit down with you, the sooner you'll know how taxes and other regulations affect your estate -- and the sooner you can begin planning and executing the various financial vehicles that will maximize what your heirs receive, and minimize what Uncle Sam can claim.

Start preparing now with Wilkinson Cooley's help, so that no part of your estate will be left up to chance.

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