Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Winston, OR
Wheeler Bookkeeping is a family-owned business established in 1975 by Audie and Glinda Wheeler. Our team specializes in tax preparation, payroll processing, accounting, and business consulting services designed to help clients manage their financial operations efficiently. With over 45 years of combined experience, we provide personalized solutions tailored to meet the unique needs of each client. Our consulting services range from basic business strategy to comprehensive financial planning, ensuring businesses remain compliant and financially sound. We handle complex tax filings, payroll tax reporting, and financial record-keeping to reduce administrative burdens for our clients.Our staff stays current with evolving tax laws and industry regulations to deliver accurate, up-to-date advice. We prioritize transparency in all our services, maintaining open communication with clients throughout the process. Our commitment to excellence has earned us a reputation as a trusted partner for over 1,500 annual clients. We serve diverse industries including restaurants, healthcare providers, construction firms, and real estate agencies. Our goal is to empower business owners to focus on growth while we manage their financial operations with precision and integrity.
Services
Tax Returns
Payroll Services
Accounting
Business Consulting
Financial Planning
Details
- Year established: 1975
Highlights and features
- We offer 45+ years of combined experience in accounting and tax services.
- Our team provides personalized consulting tailored to business-specific needs.
- We handle complex financial operations across diverse industries.
- Our staff maintains up-to-date knowledge of evolving tax regulations.
- We prioritize transparent communication and client-focused solutions.
Services
Tax Returns
We prepare and file business and personal tax returns with accuracy and timeliness. Our team stays current with changing tax laws to ensure compliance and minimize liabilities. Clients receive guidance on documentation requirements and audit preparation to maintain financial security.
Payroll Services
We manage payroll tax filings, wage garnishments, and new hire reporting for businesses. Our services include reconciliation of payroll taxes and contributions to retirement plans, ensuring employers meet federal and state requirements without administrative burdens.
Accounting
We maintain up-to-date financial records and provide training for ongoing accounting needs. Our staff offers customized solutions for financial tracking and reporting, helping businesses maintain accurate records to support informed decision-making.
Business Consulting
We offer strategic consulting packages for business setup and long-term planning. Services include company structure guidance, retirement planning, and financial strategy development to support sustainable growth and operational efficiency.
Audit Preparation
We assist clients facing IRS audits with documentation organization and procedural guidance. Our team helps reduce stress through proactive preparation and representation during audit processes to achieve favorable outcomes.
People
Robert Wheeler
Owner
Robert Wheeler leads Wheeler Bookkeeping with over 25 years of experience in tax and business consulting. He specializes in strategic business planning and financial compliance, guiding clients through complex regulatory requirements.
Trista Tomlinson
Operations Manager
Trista Tomlinson manages daily operations at Wheeler Bookkeeping, ensuring efficient service delivery. With expertise in business processes, she coordinates client needs and streamlines accounting workflows for optimal performance.
Darcy
Payroll Administrator
Darcy handles payroll tax filings and reporting requirements for Wheeler Bookkeeping clients. Her attention to detail ensures accurate compliance with federal and state payroll regulations across diverse industries.
Peggy
Office Manager
Peggy manages billing inquiries and office operations at Wheeler Bookkeeping. She serves as the primary contact for administrative matters, maintaining clear communication with clients and staff.
Brittney
Tax Preparer
Brittney prepares tax returns and handles specialized reporting requirements for Wheeler Bookkeeping clients. She provides expertise on new compliance mandates like BOI reporting to ensure businesses remain current with federal regulations.
Questions
What are the new BOI reporting requirements for businesses?
The Corporate Transparency Act requires businesses to report beneficial ownership information to FINCEN starting 2024. Wheeler Bookkeeping can process these reports for clients upon request.
How do I handle child support letters for subcontractors?
Businesses hiring subcontractors using personal SSNs must submit new hire forms to Oregon's state agency. Contact us for the required documentation and submission process.
What should I do if I receive an unexpected bill?
Contact our office directly with billing questions. Peggy, our office manager, will review charges and provide clarification on all invoiced services.
Why am I receiving IRS penalties for quarterly estimates?
The IRS now charges interest and penalties for underpayment of quarterly taxes regardless of income source. We recommend adjusting withholdings or setting up estimated tax payments with our staff.
How can LLCs benefit my business structure?
LLCs provide liability protection and tax flexibility. Our consulting services guide clients through formation, compliance, and strategic advantages of LLC structures for long-term success.
