M Wilson Advisory serves both individual and business clients. On the business side, we specialize in small to medium nonpublic corporations, partnerships, trusts, and sole proprietorships. Our clients include professional practices, high-net-worth individuals, oil & gas, finance, manufacturing, and wholesale businesses.

Our 35+ years of experience inform us how to form trusted business relationships best.

We would appreciate the opportunity to get to know you and discuss ways to work together.
Please get in touch to schedule a phone, video conference, or office appointment.

Our Services

  • Tax Considerations affect most business and many personal decisions we make in our lives.  Whether marketing a new product, acquiring a new company, or purchasing a major piece of equipment, businesses must review and understand the complex tax implications before taking action.  At M Wilson Advisory, we believe it is important to have a thorough understanding of our clients’ businesses and unique circumstances before addressing their tax planning and preparation needs.  Our objective is to minimize your tax liability without assuming excessive risk.

    Stringent continuing education requirements, our extensive tax library, and state-of-the-art computer technology provide us with the tools necessary to meet these goals.  Among our tax related services are:

    • Tax planning and compliance services for individuals, partnerships, corporations, estates, and trusts

    • Tax compliance services for nonprofit organizations

    • Compensation and fringe benefit services

    • Form of organization comparisons

    • Tax research to answer your every question

  • Because of our technical knowledge, training, and business experience, along with the close working relationships we have with our clients, M Wilson Advisory is well positioned to help business owners find solutions to their day-to-day problems.  Depending on the needs of the small business owner, we can provide:

    • Advice on business structure

    • Suggestions for cash management

    • Assistance in obtaining financing

    • Evaluation of accounting and operational controls

    • Cash flow projections and modeling

    • Other advice to owners on problems unique to the industries in which they operate

  • We offer assistance with accounting and financial reporting, including in-depth analysis of financial results.

    We can help evaluate clients’ accounting and data systems, along with the development of useful management tools.