We work with any accounting software but recommend cloud-based accounting, so you get real numbers in real time and have easy access to your books from anywhere. We are well-versed in both Xero and QuickBooks.
As a Xero Silver Partner, we are proud to have over 100 clients using the platform. We feel it’s the best business and accounting software out there because they match our commitment to provide accurate, timely information. We also have a long, successful history with Quickbooks and offer a full range of setup, training, and preparation services.
Are you ready for a fresh start or need help closing your books? Wiley CPA can retroactively clean up as many years of accounting as needed to bring your business’s financial status to the highest possible standing. Plus, having accurate records will allow you to make more educated decisions for your business.
When you’re ready to get a handle on past accounting missteps, we are ready to help you.
We can do a multi-faceted cash flow analysis so you can develop the necessary capital strategy to meet your business needs.
Our team can analyze your business’s cash flow to determine your working capital as well as assess the accuracy of your projections. This step is essential so that you can focus on running your business and avoid any possible discrepancies.
Wiley CPA is well-versed on the latest filing and reporting laws for non-profits. Non-profits are unique, and it can be challenging to keep track of all the status requirements and regulations on your own.
With Wiley CPA as your partner, you will be better positioned to ensure the financial position of your non-profit organization.
Proper bookkeeping will help you form a solid foundation for your business. We can assist with bank account reconciliation, balance sheets, ledger clean-up, income statements, and other relevant financial records.
Let us take care of your books, so you can take care of running your business and generating profits.
You can’t really have an objective outlook on know how your business is doing without financial statements. To have accurate financial statements, you need an accounting system set up, all accounts reconciled, and transactions properly accounted for.
Wiley CPA’s accounting associate or lead can review your corporation’s books to provide a useful analysis of your information.
If you need a simplified financial statement from an independent accountant, we can review your financial data and present the information as a “representation of management” and express no opinion or assurance on the statements.
If your business is in a time of transition, our team can step in to keep your business finances on track by providing part-time CFO services.
Through projecting revenues, cash flow management, and planning we can come alongside your administration to provide critical financial assistance to help move your business forward.
We can come in person or do everything virtually dependent upon your needs.
We have accountants who can assess the feasibility, stability, and profitability of your business.
Whether you’re looking to build long-term plans for a business activity, or identifying the profitability of projects and departments we can review the data for you and leave you to do what you do best – run your business.
We work hard to make sure your finances are accurate and your budget is a true reflection of your financial capabilities.
We work with you to see where you may go under or over budget and come up with solutions. Our budget analysis includes reviewing all financial data, checking for any inconsistencies, comparing industry trends, and reviewing historical data.
Our accountants can work with you to review any current financial data and help you set up a budget based on your company’s goals.
We can help you understand the tax consequence of each business structure so you can avoid any possible penalties from the IRS or state.
We can assure you avoid the common pitfalls that many business owners make when starting their venture.
We also help current businesses restructure their entity for potential tax benefits.
A popular adage states, “Failing to plan is planning to fail.”
We want to turn that around; plan on succeeding with a strategic business plan. A strategic business plan is much more than a tool to obtain financing.
Preparing a strategic plan can help you clarify your company’s direction. It ensures both management and staff are on the same page and focused on the tasks at hand and ahead.
Let us help you understand the financial needs of your business through budgeting and financial projection and create a plan to cover them.
We can help mitigate risk and protect your company’s resources.
We do this by assessing your internal control systems to determine the efficiency and effectiveness of your operating procedures.
Then we make recommendations that protect your resources. We want to help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.
If you need help determining the value of your company or portion of ownership, Wiley CPA is proud to have a CVA (Certified Valuation Analyst) on staff who can evaluate all aspects of the company.
We specialize in business valuations, mergers & acquisitions and exit strategies.
Today’s tax laws are so complicated that preparing your own tax return can be a task that leaves you with more questions than answers. Turning your tax preparation services over to a professional will help you stay compliant but also prevent you from overpaying the amount of tax you legally and ethically have to pay.
Wiley CPA takes tax preparation very seriously and we prepare each return utilizing two tax professionals to ensure accuracy. If you feel you have been overpaying in taxes we also offer tax planning services.
Receiving notices from the IRS, State of Florida, or State of Georgia can be daunting.
We are here to navigate you through the issues at hand and come up with a plan to put you back in right standing.
Although a majority of the tax-exempt non-profit organizations don’t pay federal taxes, all of them do have to file an informational return with the IRS.
The Personal Tax Returns form 1040 is due every year to report personal income and deductions from the prior year to the Internal Revenue Service.
We will prepare your 1040 and all other necessary forms to determine how much tax you owe or how much of a refund you can expect.
The tax world for estate and trusts are complex. We are able to help guide you through the tax requirements and refer you to attorneys to assist with the administration.
Tax Form 1065 is how business partnerships report all financial information, including income, gains and losses, deductions, and credits to the IRS.
Partnerships do not pay taxes on income, but they do “pass-through” any profits or losses directly to their owners.
Form 1120 is the U.S. Corporation Tax Return and is taxed at the corporate level, unlike the S-corp and partnerships which are flow-through entities.
Form 1120s is the U.S. sub S Corporation Tax Return and the income and losses flow through at the shareholder level.
S-corporations are required to file annual returns every year, reporting income, expenses, gains, and losses.
Sales tax is decided by the state but collected by the seller. Preparing sales tax reports is a complex process that becomes tedious and time-consuming.
Wiley CPA provides professional services to file and report sales taxes in correspondence with governing statutes.
Planning is the key to successfully and legally reducing your tax liability. Tax planning is beneficial for both businesses and individuals.
We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income to take steps toward your financial goals.
Founded in 1992, in Jupiter, Florida, Wiley CPA is a tax, accounting, and advisory firm built on principle and honesty. You can rest confidently in our resolve to put you and your needs first. Making sure our clients have the answers and solutions they require is very important to our firm.
We give our clients a direct avenue to an expert opinion for any question or need.
We earn your trust by aiming to learn your preferences and your business to provide peace of mind during the entire process.
We offer you the highest quality service possible, backed by years of education and experience.
We follow the rules of the industry with integrity while creatively, ambitiously, and ethically meeting your needs and expectations.
We overcome obstacles and maintain an excellent service while keeping up with ever-changing tax codes and economic environments.
After being a trusted business based out of Jupiter Florida for over 25 years, we have expanded to Atlanta! We now have an office in the Georgia 400 corridor which is home to many companies including Cox Communications, Rubbermaid, and the Mercedes-Benz USA headquarters.
In addition to growing in physical locations we also offer cloud-based accounting services – allowing us to virtually work with anyone, from anywhere. Our main areas of expertise are Tax & Audit, Accounting, and Advisory services.
Working primarily in the cloud makes us very accessible, mobile and available.
We can send an accountant to you to help solve a bookkeeping or payroll issue or we can log right into your books to assist in any needed corrections.
We dedicate ourselves to being responsive, high-quality individuals.
The Wiley CPA team is made up of tax professionals, accounting experts, and financial specialists. We love working with our clients and each other.
We bring all of our talents and expertise together to serve you with excellence.
We would love the opportunity to meet you personally or virtually. Fill out our online form, and our team will reach out and schedule an appointment within 24 hours.
The first step to getting better control of your finances is to contact us.