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MARLETT WHEELER Co LTD

CPA Springfield ILL

For over 30 years, Marlett, Wheeler & Co. Ltd. has been providing superior, personalized financial guidance to both individuals and businesses

Marlett, Wheeler & Co. Ltd. has successfully undergone several peer reviews, achieving unqualified opinions.

Peer Review

WELCOME TO Marlett, Wheeler & Co. Ltd.

Thank you for visiting our website.

We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business matters.

On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.

General:

Audited Financial Statements
Accounting Records on a "Full-Service" or "As-Needed" Basis
Establishment of Accounting Systems for Clients
Federal and State Income Tax Planning and Preparation
- Individuals
- Corporations - both "C" and "S"
- Trusts and Partnerships
Federal and State Excise and Sales Tax Reporting
Payroll Tax Reporting

Illinois Commerce Commission (ICC) Reports
Testimony before the ICC regarding various Financial Matters
Rural Development Utility Program (formerly "Rural Utilities Services") Audit Reports
Illinois Small Carrier Exchange Association and National Exchange Carrier Association Reports
Universal Telephone Assistance Corporation Pool Administrator since 1997

Mission Statement

Our objective is to provide high quality service in accounting, auditing and income tax planning and preparation to small businesses, with an emphasis on, but not limited to, the telecommunications industry. We do not serve publicly held companies, nor do we plan to do so. The firm’s future growth is anticipated to come from expanded services to existing clients and through the addition of new clients.

OUR TEAM

We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

David Marlett

CPA

Dave is a Certified Public Accountant, licensed in the state of Illinois. He has provided accounting, auditing, regulatory and tax services to independent telecommunications companies and other corporations, partnerships and individuals for approximately 30 years.

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Scott J. Wheeler

CPA

Scott is a Certified Public Accountant, licensed in the state of Illinois. He has been with the firm since 2007 and is involved in all aspects of the firm’s accounting, auditing, regulatory and tax services.