Business Details
Trusted CPA Services in Roseburg, OR
Wicks Emmett has been a cornerstone of accounting and financial advisory services in Southern Oregon for over 58 years. As a team of more than 35 professionals, including 12 CPAs with over 80 years of combined experience, we provide tailored solutions that extend beyond traditional tax planning. Our expertise spans audit services, business consulting, estate planning, and strategic financial advising, serving clients across all 50 states. We prioritize long-term relationships, acting as strategic partners to help individuals and businesses navigate complex financial landscapes.With a focus on innovation and client-centric service, we deliver actionable insights that drive growth and sustainability. Our affiliation with RSM Global allows us to offer specialized expertise without requiring clients to seek external resources, ensuring seamless support for every challenge. This commitment to excellence has earned us the trust of over 2,800 clients, including nonprofits, medical practices, and family-owned enterprises.
Services
Audit Services
Business Consulting
Fractional CFO
Tax Planning
Estate Planning
Payroll Services
Bookkeeping
Trust Management
Retirement Planning
Business Valuation
Highlights and features
- We offer over 58 years of experience in accounting and financial advisory services.
- Our team includes 12 dedicated CPAs with 80+ years of combined expertise.
- We serve clients in all 50 states, adapting to diverse industry needs.
- We bridge tax planning and business consulting for holistic solutions.
- Our affiliation with RSM Global provides access to specialized international expertise.
Services
Tax Planning & Preparation
Our Tax Planning & Preparation service offers comprehensive solutions for individuals, businesses, and estates. With a team of CPAs, we focus on minimizing tax liabilities while ensuring compliance. We provide strategic guidance for annual planning, IRS representation, and state tax resolution. Clients benefit from personalized strategies that align with long-term financial goals.
Business Consulting
Business Consulting at Wicks Emmett includes entity restructuring, cash flow analysis, and merger guidance. Our experts help clients optimize operations and prepare for transitions. Services are tailored to industries like healthcare and construction, leveraging over 58 years of local market knowledge. We focus on practical, actionable strategies for sustainable growth.
Estate & Trust Planning
Estate & Trust Planning services ensure asset protection and efficient tax transitions. We offer customized estate plans, trust management, and tax preparation. Our team guides families and individuals through complex legal frameworks. Clients gain peace of mind knowing their legacies are safeguarded with precision and compliance.
Audit & Assurance
Audit & Assurance services provide clarity in financial reporting through independent evaluations. We conduct audits, reviews, and internal control assessments for businesses and nonprofits. Our approach ensures regulatory compliance and builds stakeholder trust. Clients receive accurate, transparent insights to support informed decision-making.
Payroll Services
Payroll Services streamline compensation management with accurate, compliant solutions. We handle tax filings, wage distributions, and system integrations for businesses of all sizes. Our team ensures timely payments and adherence to evolving regulations. Clients benefit from reduced administrative burdens and expert support for payroll challenges.
People
Charles H. Chappell
Partner, CPA, CVA
Charles H. Chappell has over 30 years of experience in accounting and business consulting. Specializing in healthcare and construction industries, he focuses on tax strategy and business valuation. At Wicks Emmett since 1989, he emphasizes client relationships as a foundation for success.
Questions
What services does Wicks Emmett offer?
We provide tax planning, audit services, business consulting, estate planning, payroll processing, and more, tailored to individual and business needs.
Do you serve clients outside Oregon?
Yes, we serve clients in all 50 states with remote-friendly solutions for accounting and advisory services.
How experienced is your team?
Our team has over 58 years of combined experience, including 12 CPAs with 80+ years of expertise in diverse industries.
What industries do you specialize in?
We specialize in healthcare, construction, real estate, forest products, and nonprofit sectors, with cross-industry advisory capabilities.
Can you assist with business transitions?
Yes, we offer ownership transition planning, merger/acquisition support, and succession strategies to ensure smooth business transitions.
Do you offer wealth management services?
Through our partnership with Avantax, we provide tax-intelligent wealth management and retirement planning solutions.
