Private individual

“The WBL tax professionals that we work with go well beyond simply preparing returns. They have provided creative and tax efficient solutions to multiple issues that we have encountered, always focusing on putting cash in my pocket now and in the future.”

CEO of healthcare advocacy nonprofit organization

“WBL has conducted our audit for many years. The firm understands our not-for-profit organization and the audit team is familiar with our processes. An extremely positive experience year after year keeps us coming back.”

Owner of marketing and management companies

“When my controller unexpectedly quit, WBL was there to fill in the gaps, expertly running our accounting department while searching for a candidate to meet our permanent needs. They have also helped streamline several accounting functions.”

Vice President of software company

“WBL took the time to really learn our business and the key players before launching into a series of recommendations to improve our business and help us get where we are today.”

CFO of software company

“In 17 years of undergoing audits, I have never experienced such professionalism from an audit team, top to bottom. Our team is extremely pleased with the switch to WBL!”  

Private individual

“WBL provided me with alternate solutions and helped me make informed decisions on how to handle my unique financial situation. I feel such relief that their team is working in my best interest and that I have a solid plan now.”