• Accounting

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.


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Wilson Toellner CPA
2700 Matthew Dr
Sedalia, MO 65301

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


Wilson Toellner CPA
2751 S Odell Ave
Marshall, MO 65340

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

Lake Ozark

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

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