Wilcox Tax
& Financial Advisors LLC
Mary N. Wilcox, EA, CFP®
Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Mary N. Wilcox, EA, CFP®

As a certified financial professional and an active member of her community, Mary Wilcox is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.
 
Academic achievements include a Bachelor’s of Science in Business with Emphasis in Accounting from Arizona State University. In 1979 Mary attained the Enrolled Agent status to represent her clients before the Internal Revenue Service, and in 1999 she attained Certified Financial PlannerTM designation connecting tax aspects with the financial goals of her clients.
 
 
Professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to her. Mary is involved in local accounting and financial groups. Mary enjoys kayaking, hiking, and motorcycle riding.

Our firm is no longing offering Tax Services to clients other than the financial planning clients of the firm.


Consulting Services


Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Tax Services


Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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