Introducing Wilson CPA Services, your trusted tax advisor.

Through tax preparation and planning, we reduce friction and save money for W-2 earners and small business owners.

Our approach

We serve individuals and small businesses by giving them the tax support they need. Our mission is to relieve stress in the tax preparation and filing process and give clients the tools and advice to save on taxes. Our virtual business model provides us with flexibility to work with clients nationwide.

Taking the headache out of tax season

We are more than simply a tax preparation firm. We work to understand your personal finances and your business venture(s) to minimize your tax liability. Our clients span multiple tax brackets and business industries, informing our best practices specific to you. Inquire about how our tax consultations can save you thousands.

 

Virtual business model

We are based in Chicago, Illinois but can serve you in any of the 50 states.

Our services

  • Tax Preparation

    File your individual and business taxes, and calculate and make estimated tax payments for your business.

  • Tax Planning

    Meet periodically to discuss life and business changes, as well as tax strategies to reduce your tax liability.

  • IRS Audit Representation

    Have a CPA represent you during an IRS or state audit or appeal.

  • CPA Letter

    Have a CPA verify your financial income (e.g., income, self-employment status, assets) for lenders, landlords, or SBA loan applications.

  • Compilation of Financial Statements

    Have your financial information compiled into financial statements for internal or third-party use.

  • Cost Segregation Study

    Analyze your building components to reclassify assets into shorter depreciation lives, accelerating your tax deductions.

Meet our team

  • Jesse Wilson, CPA

    Jesse obtained his Bachelor’s in Accountancy and Masters of Accounting Science from the University of Illinois at Urbana-Champaign. He is a CPA registered in the state of Illinois. Jesse began his career working as an auditor for Ernst & Young. Then, Jesse spent nearly four years as an equity research associate at William Blair in the technology sector. Most recently, he worked as a management consultant for healthcare organizations. In his free time, he enjoys watching basketball and baseball, practicing Spanish, trying new restaurants, and attending music and comedy shows.

“The hardest thing in the world to understand is the income tax.”

— ALBERT EINSTEIN

Minimize your tax liability, today.