Clients

Businesses

From start-ups to well-established companies, partnerships to non-profits, Wheeler & Wolcott provides a range of services that help organizations operate more efficiently and cost-effectively.
Areas of specialization include:
  • Service businesses
  • Estates and trusts
  • Estate administration 
  • Investment partnerships
  • Non-profits

"We understand that one size does not fit all when it comes to accounting services. Small businesses, especially sole proprietorships, may not have an accountant on staff, and some organizations benefit from third-party reviews and consultation. So we work with clients to tailor an affordable solution that best meets their needs."
Gerrianne Wolcott, CPA

Individuals

 

Clients of  Wheeler & Wolcott range from high net worth individuals setting up foundations and trusts to young people filing their first tax return. Wheeler & Wolcott's long-term relationships with clients have resulted in serving three generations of a family; the firm is frequently called upon during times of crisis to assist with financial implications of an event. The high levels of trust and enduring relationships make the firm feel like family to many clients.

 

"We've been through major life events with some of our clients, ranging from births to deaths. When you experience these major events with someone, you become very close, like family."
Frances Wheeler, CPA

 

Get in Touch With Us.

 

Call us at 770.986.8840 with any questions or to schedule an appointment.

 

Wheeler &  Wolcott , PC

3301 Buckeye Rd

Buckeye Plaza

Suite 401

Atlanta, GA 30341

 

Or you may use our contact form.

 

Office Hours: M-F 9:00 - 5:00

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