Your trusted partner for financial solutions
Who We Are
At Wipfli, we're not just a professional services firm - we're a partner to our clients, helping them uncover new possibilities, navigate the ever-changing business landscape, and achieve their goals. With a foundation built on a century's worth of experience, we've evolved to meet the unique needs of our clients across various industries. From Fortune 500 companies to entrepreneurial startups, our team of experts works hand-in-hand with clients to provide tailored solutions that drive growth, manage risk, and optimize performance.
Our Services
Our services are designed to support the unique challenges and opportunities faced by our clients. Whether you're looking to optimize operational efficiency, manage risk, or achieve your financial goals, our team of experts is equipped to provide the guidance and support you need.
Assurance
Our assurance services help our clients ensure the accuracy and reliability of their financial statements, while also identifying and mitigating risk. From audit and assurance to operational performance, our team of experts works closely with clients to provide tailored solutions that meet their specific needs.
Tax
Our tax team is dedicated to helping clients minimize their tax exposure and maximize their tax incentive opportunities. From international to national, state, and local levels, we'll work with you to ensure you're taking advantage of all available tax credits and incentives.
Organizational Performance
We believe that strong organizations are built on a foundation of strategic alignment, operational efficiency, and a focus on people. Our organizational performance services help clients align their strategies, optimize their operations, and elevate their people to thrive in today's fast-paced business environment.
Risk Advisory
In today's increasingly complex business landscape, risk management is more critical than ever. Our risk advisory services help clients identify and mitigate risk, while also enhancing the value and resiliency of their organization.
Private Client Services
Our private client services team is dedicated to helping individuals and families achieve their financial goals. From estate and tax planning to investment advisory services, we'll work closely with you to create a comprehensive wealth management strategy tailored to your unique needs and goals.
M&A Transaction Advisory
When navigating the complexities of M&A transactions, it can be easy to lose sight of the big picture. Our M&A transaction advisory services help clients maximize value at every stage of their deal, from pre-transaction strategy to post-transaction integration.
Digital
In today's digital age, technology has the power to transform businesses. Our digital services help clients unlock the real impact of technology to achieve deeper engagements, enhanced efficiencies, secure systems, and actionable data.
Outsourcing
Whether you're looking to stay lean and scale smart or offload traditional C-suite responsibilities, our outsourcing services provide the flexibility and expertise you need to stay focused on your core business.
Overall Experience
Tammy Rutledge Vidmar shares a disappointing and heart-wrenching experience with Michelle from the Sterling Illinois location and her firm. Despite the company having a long-standing relationship with her father, who used their services for nearly 40 years for his business taxes, the interaction with Michelle was unimpressive.
Background Information
Tammy's father passed away in September of the previous year, and she decided to keep the consistency by using the firm one last time to file his 2020 taxes. Fortunately, her father was well-organized, and the firm had a good understanding of his situation from year to year, making the filing process similar to previous years.
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