Wilson Toellner CPA

Wilson Toellner CPA isn't just an accounting firm in Mid Missouri , we help businesses in a number of ways outside of accounting assistance. We are excited to tell you about the other services we offer that have also benefited many local businesses and individuals. Keep reading to learn more about them. For assistance with any on the services you are about to learn about, call the Wilson Toellner CPA firm nearest you. We have four locations throughout Mid Missouri, one in Lake Ozark, Camdenton, Sedalia, and Marshall. Audit Services We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. Audits, Reviews, and Compilations We view our role in the financial reporting process as an opportunity to provi...

Our accounting firms in Mid Missouri are excited to continue our Get to Know Our Team blog series this week with Jennifer Eastep, Katie Swanson, and Kent Lang. Wilson Toellner CPA feels it is important to get to know the people you are trusting to handle your business accounting issues. We have had the pleasure of getting to know many clients. We feel it is only right that you get to know us too. This is one of the reasons we have been introducing you to our staff members in our blog series week after week. Get to Know Our Team - Jennifer Eastep, Katie Swanson, and Kent Lang Jennifer Eastep, CPA Staff Accountant Phone (660) 851-2411 Email jenny@wtcpa.com Jenny Eastep brings several years of experience in tax, accounting, and payroll to her role as a staff accountant at Wilson Toellner, CPA. Jenny has experience with a variety of different software programs, including QuickBooks, Creative Solutions, and Pensoft. She enjoys preparing financial statements and working...

Wilson Toellner CPA  views every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients and in the process, getting to know them a little better. Our accounting firms in Central Missouri are excited to continue our Get to Know Our Team series by introducing you to our very own Diane Meeks, Doug Holloman, and Isaac Garber.  Get To Know Our Team - Diane Meeks, Doug Holloman, and Isaac Garber Diane Meeks Administrative Phone (660) 851-2424 Email diane@wtcpa.com Diane has more than 20 years experience working in support roles in tax preparation businesses and CPA firms in Missouri, Iowa, and Minnesota . Her strong organizational skills and sharp attention to detail make her well-suited for her work on special projects, accounting data entry, assistance with payroll reports, and electronic filing of tax returns. Additionally, Diane assists cl...

The holidays are right around the corner and there are several businesses out there who make charitable donations every year. It's important to know how to properly deduct these donations. You also need to know if your business can deduct these donations in the first place. Wilson Toellner CPA is here to answer a few frequently asked questions regarding deducting holiday donations. If you need assistance with, call one of our accounting firms in Central Missouri to help you. We are experienced and pride ourselves on offering great, honest customer service. FAQs About Deducting Holiday Donations Q: Can you deduct any charitable donation? A: Not necessarily, according to the IRS, a taxpayer must donate to a qualified charity in order to deduct their contributions. Q: What must you do if you donate over $250? A: According to the IRS: If a taxpayer donates $250 or more in cash or goods, they must have a written receipt from the charity. The statement must show: The...

Fall is almost here, which means fun, festive fall events are not far behind. Wilson Toellner CPA has two accounting firms at the Lake of the Ozarks . We are here to feature a few local fall events that are coming up soon. If you are a company that is making a charitable donation to a community event, give us a call. Your donation may be tax deductible and we can walk you through that process. Fall Events at the Lake of the Ozarks Source: https://www.funlake.com/fall-open-house-wine-trail What: Fall Open House Wine Trail When: Sep 22, 2018, 11:00 am Where: Businesses West of the Grand Glaize Bridge Osage Beach Pkwy. Osage Beach Missouri 65065 CONTACT INFORMATION: Phone: 573-480-9902 Email: obparkwaywest@gmail.com Facebook: https://www.facebook.com/PassporttotheParkway Enjoy wines and good company at this fantastic Lake of the Ozarks event. Several businesses come together to offer wine tastings and treats! Don't miss out. This year the Open House Wine Trail ha...

As a business owner, you have to be able to trust the people who are working for you. Unfortunately, sometimes the wrong kind of people are hired and businesses deal with the consequences. One of those most common types of theft businesses experience are committed by employees. Our accounting firms in Mid-Missouri is here to give you a few signs to be on the lookout for when it comes to employee accounting fraud. This matter is no joke and if you feel your business could benefit from an audit, call Wilson Toellner CPA . 5 Signs You May Have Employee Accounting Fraud Cash Not Balancing Up No matter what sort of tender you use in your business, whether it be cash or credit - check your balances often. If you start to notice your cash being off by a substantial amount, an employee could be pocketing the missing amount. An Employee on Payroll That Doesn't Exist Have you ever heard of a "ghost employee"? This term is used to describe an employee who was made up, s...

Small businesses are the backbone of this community and we like to support them in any way we can. We know how difficult it can be for a business owner to balance their bookkeeping and everything that goes with running a successful business. This is why Wilson Toellner CPA provides accounting services in Mid-Missouri . If you need assistance with your bookkeeping, call our firm nearest you. Our phone numbers are listed at the end of this blog. We've been asked several questions by small business owners and today we are going to answer some of those frequently asked questions (FAQs). Small Business Accounting FAQs  Q: How do I know if this business expense is tax deductible? A:  Typically, if you made a purchase that was absolutely necessary for your business then it's tax deductible. But, the IRS can change the rules on what is and isn't tax deductible each year. With this in mind, it's a good idea to have a professional handle your business taxes because the ...

Community involvement can be crucial to business survival, no matter what industry your business is in. As they say, "treat others how you want to be treated." We here at Wilson Toellner CPA believe "giving back" not only strengthens our community but our CPA firm at the Lake of the Ozarks also. We'd like to take this opportunity to give you a brief overview of the community organizations we've supported and why we believe community involvement is so important. Community Organizations  Wilson Toellner CPA Supports At Wilson Toellner CPA we recognize that we benefit both professionally and personally from our local communities.  As a result, our partners and staff are eager to give back to our communities with the same care and service that we provide to our clients.  Currently, WT and staff support the following organizations: CASA CACTUS                                ...