Business Details
16 Years
experience
Your Trusted Accounting Partner in Smithfield, NC
Wilson & Associates, CPAs, LLP has been serving clients in Smithfield, NC since 2010, building on a legacy that began in 1952 with our founder's father. Our father-and-son CPA team, James M. Wilson and Matthew R. Wilson, brings decades of combined experience to deliver personalized accounting solutions. We specialize in monthly bookkeeping, financial statement compilation, tax planning, and preparation for both businesses and individuals. Our expertise extends to startup assistance and estate/trust administration, with a focus on fostering client growth through strategic financial guidance.As licensed CPAs since 1989 and 2009 respectively, we maintain rigorous professional standards while prioritizing direct partner access for every client. Our commitment to personalized service ensures that each client receives tailored attention from initial consultation through final financial decision-making.
Services
Accounting Services
Tax Return Preparation
Tax Planning
Startup Assistance
Estate & Trust Administration
Details
- Year established: 2010
Highlights and features
- We offer 40+ years of combined CPA experience in Smithfield, NC
- Our father-and-son team provides direct partner access for all clients
- Specialized expertise in business financial management and tax optimization
- Personalized service approach since our founding in 2010
- Proven track record in estate and trust administration services
Services
Accounting Services
Our comprehensive accounting services include monthly bookkeeping, financial statement compilation, and review services tailored to business needs. We help clients maintain accurate financial records while providing strategic insights for business growth. Our CPA-led team ensures compliance with all accounting standards and regulations.
Tax Planning
We develop customized tax planning strategies to minimize liabilities and maximize savings for businesses and individuals. Our proactive approach considers long-term financial goals while ensuring compliance with current tax regulations. Our CPAs provide year-round tax advisory services to optimize financial outcomes.
Startup Assistance
New businesses receive comprehensive support including entity selection, financial setup, and tax registration guidance. We help entrepreneurs establish proper accounting systems and develop financial strategies for sustainable growth. Our services cover all aspects of business formation and initial financial planning.
Estate & Trust Administration
We provide specialized services for estate and trust administration, including tax preparation and financial reporting. Our team assists executors and trustees with complex financial matters while maintaining compliance with legal requirements. We offer personalized solutions for wealth preservation and transfer.
Tax Return Preparation
Our firm prepares accurate and timely tax returns for individuals and businesses, ensuring compliance with all regulatory requirements. We handle complex tax situations while identifying potential deductions and credits. Our CPAs provide clear explanations of tax implications and filing requirements.
People
James M. Wilson
CPA
James M. Wilson has been practicing accounting since 1974 and became a licensed CPA in 1989. With over 45 years of experience, he provides expert financial guidance to business and individual clients.
Matthew R. Wilson
CPA
Matthew R. Wilson joined the firm in 2007 and earned his CPA license in 2009. He brings modern accounting expertise while maintaining the firm's tradition of personalized client service since joining full-time.
Questions
What accounting services do you offer for businesses?
We provide monthly bookkeeping, financial statement compilation, tax planning, and business advisory services tailored to local businesses in Smithfield, NC.
Do you handle both business and personal tax preparation?
Yes, our firm prepares tax returns for both businesses and individuals, with specialized attention to maximizing deductions and ensuring compliance.
How does your firm approach tax planning?
We take a proactive approach to tax planning, developing year-round strategies to minimize liabilities while aligning with clients' financial goals.
What experience do your CPAs have?
Our CPAs have over 40 years of combined experience, with James licensed since 1989 and Matthew since 2009, serving local clients since 2010.
Do you offer estate planning services?
We provide estate and trust administration services, including tax preparation and financial reporting for executors and trustees.
What are your office hours?
Regular hours are Monday-Thursday 8:30am-5pm, Friday 8:30am-12pm. Extended hours during tax season until 5pm on Fridays.
