Our Services

We value our clients and build lasting relationships that help us evaluate their needs. Knowing their financial aspirations and current status, we can present strategies to achieve those goals. Whether you need financial reporting, tax preparation and planning, or payroll processing, we’re able to help individuals and small businesses in Abilene, Texas. Through various strategic partnerships, our firm has access to global resources that allow us to offer quality financial services with a personalized approach. These membership alliances include RSM US Alliance, the Southwest Practice Management Group, Upstream Academy, and other specialized service providers. Because we’re a small firm, we’re able to provide each client with personal attention of our CPA in Abilene, Texas.

Bobbie Wolfe and the late Neil Roberson established Wolfe and Company in 1973 with a staff of three. Our emphasis remains on providing quality and affordable accounting, financial planning and tax services in Abilene, Texas, for individuals and small businesses. Since our start, we’ve also added succession planning and estate planning and retirement planning in Abilene, Texas, abilene bookkeeping to our list of services. Mark’s current areas of interest include tax planning for both individuals and businesses, estate planning, financial reporting compliance, and accounting services for a variety of industries. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.

Wolfe and Company, PC

Our team works together to ensure that our strengths are utilized in a way that best serves clients. Our goal is to provide high-quality service and outstanding customer satisfaction at an affordable price. Working with Jim and Lori was great and they helped me get back much more than i thought i would. Whether you’re a business owner or just trying to get the savings your family deserves, we can help. We work to maximize refunds and reduce tax liability for all of our customers, big and small.

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Leading Firm in and Throughout Abilene and Texas

Allow the professionals at Wolfe and Company, PC, to help you with your tax, accounting and payroll needs in Abilene, Texas. We take pride in providing personalized and experienced services of a CPA in Abilene, Texas, to individual and businesses. With successful management of your finances and tax requirements, you can put your mind at ease. By submitting this review you are confirming that the information contained in it is true and accurate and represents your personal experience with this tax preparer.

The firm also performs peer review services for other CPA firms throughout Texas, including system and engagement reviews. For almost twenty years, we have been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more thorough services such as advanced tax planning, financial statements, and financial planning. Burchell Denson & Morrison PC is a verified accounting firm, offering accounting and tax preparation services to customers and small business owners located in and around Abilene, Texas. Burchell Denson & Morrison PC is a CPAdirectory verified accounting firm, licensed to practice in the state of Texas. The requirements for licensure in Texas ensure that Burchell Denson & Morrison PC maintains the highest standard of knowledge and ethics when operating as an accounting firm.

Securing Tomorrow: The Imperative of Succession Planning Services

He has a tremendous organization and helps millions of people each year get out of debt and get their financial lives on track. Our firm works with his organization and we are listed as his “Endorsed Local Provider” for Tax Services in two large regions of Texas. Mark graduated with honors from Hardin-Simmons University in 1985 and was presented with the Accounting Excellence Award that year by the Texas Society of CPAs. Upon graduation, he began his career in public accounting and joined Wolfe and Company in 1988. Richard has been a CPA since 1983 after graduating from Abilene Christian University in 1982.

I have used Lori for my tax preparation for the last two years, she did a wonderful job and was very helpful in explaining things. She also helped me find ways to get the most money back for my refund. Supervising all daily operations of company and https://www.bookstime.com/ client bookkeeping, financials, and ensuring dad is prepped for tax season. We would love to look over your past three years of tax returns to see if we can do better. The statute of limitations for a refund is three years, so let’s get started.