101 Summit Avenue
WILSHIRE CONSULTANTS, INC.
Financial and Tax Services
Understanding the SECURE Act
We create financial strategies tailored to your goals
Wilshire Consultants Inc. has been serving the DFW Metroplex and surrounding areas for over forty years. We also serve a market center in San Antonio, South Central Texas, and thirteen additional states.
We are a comprehensive financial services firm dedicated to assisting our clients with the eight Wealth Management issues that involve enhancing their overall financial position and pursuing their long term financial goals.
Our programs are designed to grow, protect, and conserve the wealth of our clients by delivering personalized professional services and expertise. We work with individuals, small and medium sized businesses, estates and trusts in all areas of financial, tax, business, and retirement plan consulting. We are proud to offer a lifetime of services from Educational Planning for the infant to Elder Care Financial Consulting for the elderly.
We offer bookkeeping services for small to medium sized businesses that include general ledger accounting, bank reconciliations, financial statement preparation, individual and business tax returns, and federal and state payroll and sales tax returns. We also offer representation before various federal and state agencies. Our strategic alliance with several law firms provides us the resources to expand our corporate, estate and trust services.
Please explore our website to learn more about the services that we can provide. Should you have questions or would like to obtain more information about our firm, please do not hesitate to contact us at firstname.lastname@example.org
Graduated Texas Christian University, 2011, with a degree in Communications and Business. General Securities Representative with Avantax Investment ServicesSM. Secondary Education at...
Certified Financial Planner, Certified Senior Advisor, Accredited Tax Advisor, and Accredited Tax Preparer, Enrolled to Practice before the Internal Revenue Service.