• Accounting
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Tax Planning & Preparation


Tax Planning

Ideal tax outcomes, plain and simple, rarely happen by chance. Whether you’re an employee or a business owner, retiring or expanding, our staff will look ahead, remove unpleasant surprises, develop proactive strategies, and intentionally deliver great results.

Tax Preparation

We take a proactive approach, rather than a reactive one, when it comes to tax preparation. You can count on us to be experts on the continuously-changing tax landscape and to always be in a position to identify opportunities to minimize your current and future tax liabilities. We work year-round to provide tax strategy to individuals, corporations, partnerships, LLCs, Estates and trusts, gift-tax filers, and not-for-profit organizations.

Estate & Trust Tax Preparation

Effective estate and gift 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.

Ask Wilson Toellner

We view 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.

If you are an existing client, or a considering working with our firm in the future, we're happy to address any questions you may have. Simply complete the short form below and one of our expert team members will get in touch with you!

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Sedalia

Wilson Toellner CPA
2700 Matthew Dr
Sedalia, MO 65301

T: 660-827-4990
F: 660-826-3325

Marshall

Wilson Toellner CPA
2751 S Odell Ave
Marshall, MO 65340

T: (660) 886-6815
F: (660) 886-3769

Camdenton

Wilson Toellner CPA
1185 N Hwy 5
Camdenton, MO 65020

T: (573) 346-6822
F: (573) 346-6932

Lake Ozark

Wilson Toellner CPA
2729 Bagnell Dam Blvd
Lake Ozark, MO 65049

T: (573) 964-5739
F: (573) 964-5761