Profile
TIMOTHY WILSON
ListedCPA Tax Preparation and Financial Planning in Appleton, WI
About
About
Wilson Financial, LLC is an Appleton, Wisconsin firm associated with Timothy Wilson, CPA. The public site describes the practice as offering tax preparation and wealth management, with additional focus on financial planning and long-term investment strategy.
The firm works with people at different life stages, including those starting a career, building a family, approaching retirement, or focused on retirement preservation.
Wilson Financial, LLC is an Appleton, Wisconsin firm associated with Timothy Wilson, CPA. The public site describes the practice as offering tax preparation and wealth management, with additional focus on financial planning and long-term investment strategy.
The firm works with people at different life stages, including those starting a career, building a family, approaching retirement, or focused on retirement preservation. Its materials describe a fee-only advisory approach, with recommendations based on the client’s financial circumstances rather than commissions tied to specific investment products.
- Tax services and tax preparation
- Financial planning and wealth management
- Guidance for career, family, and retirement stages
- Fee-only advisory model described on the firm site
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
APPLETON, WI
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