Our services

Wheeler Hirsch & Associates, Inc. has the experience and talent to meet your professional consulting needs. From a la carte services to full accounting and tax solutions, we can help your business achieve more.


Accounting 

Our Accounting Services are designed to deliver the financial information and analysis you need to make the best, most informed business decisions. 

  • Review Financial Statements: Our expert team provides the analysis required to ensure that your financial statements are free from material misstatement, complete, and compliant with accounting principles. 

  • Compile Financial Statements: With expertise that only comes from years of experience, we can perform a comprehensive compilation of financial statements, including income statements, balance sheets, and cash flow statements, so you can have a full view of the business’s financial health.  

  • Cash Flow Analysis: Our extensive review of cash inflows and outflows can be used to identify potential areas of business improvement quickly. 

  • Monthly Accounting Services: We partner with other professionals to outsource these accounting services that can help reduce the risk of accounting errors and reduce your monthly admin time and cost.

Tax 

With a 20+ year track record of helping clients of all sizes, including individual, corporate, and non-profits, to help manage tax compliance and optimize tax strategies. We offer a full range of services to help with your taxes. 

  • Corporate Tax Returns: Rest easy knowing that your corporate taxes are performed with integrity and in full legal compliance while maximizing potential credits and deductions. 

  • Response to Tax Notices: We can help identify and gather all the data and documentation required to manage communications with the IRS effectively. 

  • Personal Tax Return: For sole proprietorships and high-net-worth individuals, we can prepare your personal tax return with the same quality we provide for our larger business clients. 

  • Year-End Tax Planning: When you partner with us, you can count on having an optimized view of tax-saving opportunities, deduction/credit opportunities, and changing tax laws. 

  • Depreciation and Amortization Report:  We’ll help you get the best tax value for all of your capital investments. 

Consulting 

We offer a full range of consulting services that can be used individually or together to help meet your company’s specific needs. 

  • Profit/Loss Analysis: 

    • Quickly identify opportunities to increase revenue and minimize expenses

  • Account Software Selection and Implementation: Our team maintains a rigorous commitment to staying on top of all major accounting software releases and has the experience required to deploy them in firms of all sizes efficiently. 

  • Start-Up Business Assistance: Over the years, we’ve helped many of our startup clients scale their businesses through credit analysis, financial planning, and cash flow management. 

  • IRS Audit Representation: Audits can be time-consuming and complex; our team has the experience and expertise to be your best partner as you deal with them. 

  • Assistance in Finding Qualified Accounting Personnel: Finding employees and contractors who understand your business and accounting best practices can be overwhelming; our team of experts can find qualified candidates for even the most challenging job requirements. 

  • Merger and Acquisition Due Diligence: Whether buy side or sell side, getting a full, objective view of a potential target’s financials is critical to ensuring a good outcome for all involved; Wheeler Hirsch & Associates, Inc. has a long history of providing these insights in many large and small transactions. 

  • Buying / Leasing Automobile Advice: If your business needs a fleet of any size, the task of procuring it is even more complex than a car for personal use; let us provide you with the tax optimal view into whether buying, leasing, or some combination of both is the best strategy.   

  • IRS Offer and Compromise: We’ll negotiate on your behalf to get the most favorable outcome in any tax settlement with the IRS.