Business Details
50+ Years
experience
Professional Tax & Business Services in Winston, OR
Established in 1975 by Audie and Glinda Wheeler, Wheeler Bookkeeping is a three-generation family business with over 45 years of experience in tax, payroll, accounting, and business consulting. Our team, led by Robert Wheeler and joined by his daughter Trista Tomlinson, has served more than 1,500 clients annually, evolving alongside industry changes to meet modern financial challenges. We specialize in helping businesses structure their operations, manage financial strategies, and navigate tax complexities to reduce stress and maximize growth. Our expertise extends to business planning, retirement planning, and IRS audit preparation, ensuring clients remain compliant and financially secure.With a legacy rooted in personalized service, we transitioned into a consulting firm to provide tailored financial strategies that align with each clients unique needs. Our commitment to excellence and community-focused approach have solidified our reputation as a trusted partner for businesses across diverse industries, including restaurants, construction, real estate, and agriculture. As we embrace the future, we remain dedicated to delivering the same high-quality service that has defined our family business for decades.
Services
Tax Returns
Payroll Processing
Accounting
Business Consulting
IRS Audit Assistance
Details
- Year established: 1975
Highlights and features
- We are a three-generation family business with 45+ years of experience.
- Our consulting packages start at $200/hour for tailored business strategies.
- We serve over 1,500 clients annually across diverse industries.
- We specialize in IRS audit preparation and tax compliance.
- Our team offers personalized financial planning and business structuring.
What people say
Handle the finances
Focus on my business
Expert financial solutions
Trusted partner
Personalized service
Services
Tax Returns
We prepare and file business and personal tax returns, ensuring compliance with IRS regulations. Our team helps clients avoid penalties through accurate filings and offers audit preparation services. With decades of experience, we simplify complex tax laws to save clients time and money.
Payroll Processing
We manage payroll processing, including tax filings, overtime calculations, and healthcare savings account contributions. Our services ensure timely and accurate payments while handling wage garnishments and new hire reporting. This allows businesses to focus on operations without payroll stress.
Accounting
We maintain up-to-date financial records and provide training to help businesses manage their books. Our accounting services include reconciliation and reporting, ensuring financial stability and clarity for informed decision-making.
Business Consulting
We offer consulting packages to structure business strategies and financial plans. Services range from basic advice to full-service setup, helping clients grow sustainably. Our expertise includes retirement planning and operational efficiency improvements.
IRS Audit Assistance
We prepare clients for IRS audits with documentation and representation. Our proactive approach minimizes risks and stress, ensuring compliance from the start. This service helps businesses avoid costly penalties and streamline tax processes.
People
Robert Wheeler
Owner
Robert Wheeler, owner of Wheeler Bookkeeping, specializes in business structuring and financial planning. With decades of experience, he transitioned the family business into a consulting firm to provide tailored strategies for client success.
Trista Tomlinson
Operations Manager
Trista Tomlinson, Operations Manager, joined the family business in 2012. She oversees daily operations and ensures efficient service delivery, leveraging her expertise to support client needs and business growth.
Darcy Wheeler
Payroll Administrator
Darcy Wheeler manages payroll administration, ensuring accurate processing and compliance. Her attention to detail helps clients maintain stress-free payroll systems while adhering to federal and state regulations.
Peggy Wheeler
Office Manager
Peggy Wheeler, Office Manager, coordinates office operations and client communications. Her organizational skills ensure smooth workflows and exceptional service for Wheeler Bookkeepings growing client base.
Brittney
Front Office
Brittney handles front office responsibilities, providing client support and administrative assistance. Her role ensures efficient communication and a welcoming experience for all Wheeler Bookkeeping clients.
Questions
What services does Wheeler Bookkeeping offer?
We offer tax returns, payroll processing, accounting, business consulting, and IRS audit assistance for businesses and individuals.
Do you provide consulting packages?
Yes, our consulting packages start at $200/hour, ranging from basic advice to full-service business setup and strategy.
What are your business hours?
We are open Monday-Thursday, 9:00 AM - 4:00 PM. We are closed Fridays, weekends, and daily from noon-1:00 PM for lunch.
How much do tax return services cost?
Personal and business tax returns start at $500, with final costs based on complexity and required IRS forms.
Can you help with payroll setup?
Yes, we offer payroll setup starting at $200/hour, followed by customized monthly packages tailored to your business needs.
