Business Details
33 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
At Wiedeman & Douty, we have built a reputation for delivering exceptional accounting and tax services to individuals and businesses. Our firms dedication to professionalism, responsiveness, and quality ensures clients receive personalized attention tailored to their unique financial needs. With decades of combined experience, our team of certified professionals specializes in navigating complex tax laws, maximizing deductions, and providing strategic financial planning. We prioritize transparency in all interactions, ensuring clients fully understand their financial position and compliance requirements. Our commitment to continuous education keeps us at the forefront of industry advancements, allowing us to offer cutting-edge solutions.Clients trust us to resolve tax problems efficiently, from IRS audit representation to tailored payment plans. Our success stems from a client-centric approach that values long-term relationships and measurable results. By focusing on accuracy and compliance, we help clients achieve financial stability while minimizing risks. Our deep understanding of QuickBooks software further enhances our ability to support small businesses in streamlining operations. For over 30 years, we have served as a trusted advisor, combining expertise with a personal touch to deliver reliable, actionable financial guidance.
Services
Tax Preparation
Bookkeeping Services
Financial Planning
Estate Planning
QuickBooks Support
IRS Audit Representation
Tax Relief Services
Non-Profit Accounting
Business Advisory
Wealth Management
Details
- Year established: 1993
Highlights and features
- We offer close personal and professional attention to each client.
- Our team consists of certified experts with extensive experience.
- We provide comprehensive tax strategies to maximize deductions.
- We specialize in resolving IRS audit and payment plan issues.
- Our QuickBooks expertise streamlines small business accounting.
What people say
Leading firm
Personal attention
Professional and responsive
Quality service
Services
Tax Preparation
We prepare individual and business tax returns, ensuring compliance with current regulations and maximizing deductions. Our team proactively identifies credits to reduce liabilities while providing clear explanations of filing requirements. Clients benefit from accurate, timely submissions with minimized audit risks.
QuickBooks Support
Our QuickBooks specialists assist businesses with setup, customization, and ongoing maintenance. We provide training, transaction reviews, and system cleanups to enhance financial workflow efficiency. Cloud-based solutions ensure real-time access for informed decision-making.
IRS Audit Representation
We represent clients during IRS audits, handling all communications and documentation. Our goal is to resolve issues efficiently while minimizing financial penalties. Proactive strategies reduce future audit exposure for individuals and businesses.
Tax Relief Services
We negotiate IRS payment plans, offer-in-compromise agreements, and lien releases for taxpayers in distress. Our discreet services prioritize debt resolution while maintaining compliance. We guide clients through back-tax filings and penalty abatements.
Estate Planning
Our estate planning services address tax implications of asset transfers, trusts, and probate. We collaborate with legal professionals to ensure compliance with estate tax laws while preserving wealth for future generations through strategic gifting and trusts.
People
Tracey Alfano Douty
CPA
Tracey Alfano Douty is a certified public accountant with decades of experience in tax and accounting services. She specializes in personalized financial strategies for individuals and small businesses, emphasizing compliance and long-term planning.
Lois Wilmarth
CPA
Lois Wilmarth is a seasoned CPA with expertise in business tax preparation and non-profit accounting. She ensures clients receive accurate, strategic financial guidance while maintaining regulatory compliance through meticulous attention to detail.
Becky Sanders
Office Manager
Becky Sanders manages daily operations and client communications at Wiedeman & Douty. Her organizational skills ensure seamless delivery of accounting services and prompt client support across all administrative functions.
Questions
What tax services do you offer for individuals?
We provide personal tax preparation, retirement planning, estate planning, and elder care services to help individuals comply with tax laws and optimize savings.
How can you assist businesses with accounting needs?
We offer small business accounting, bookkeeping, non-profit specialized services, and QuickBooks integration to ensure accurate financial management and compliance.
Do you handle IRS audit representation?
Yes, we represent clients during IRS audits, ensuring all documentation is accurate and advocating for fair resolutions to minimize penalties.
Can you help with tax relief if I owe the IRS?
We specialize in tax relief solutions, including payment plans, offer-in-compromise submissions, and resolving wage garnishments or liens.
What QuickBooks support do you provide?
We help businesses set up, customize, and maintain QuickBooks systems, including employee training, reconciliation, and periodic tune-ups for efficiency.
Are you experienced in non-profit tax compliance?
Yes, we assist non-profits with IRS revenue and expense classifications to maintain tax-exempt status and ensure accurate reporting.
