Carolyn Wharton, PC is moving and shakin' on down the line. Join us at Cascade Station for a change in scenery with onsite and street parking for your convenience. Life like taxes has many changes. Know that our accounting and tax team along with our services will remain the same no matter where we are.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reviews (7)
Amanda Humber
Dec 29, 2019
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Cannot say enough good things. Took me in as a client very late in the season. Carolyn and Kaitlyn communicate extremely well. They also have treated me with a great attitude since the first time I called, even though I am super young. I also love that they are downtown, so if I need to drop off paperwork I can also find a great place to eat lunch.
Rachel Gomez
Jan 04, 2018
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Eric Johnson
Aug 20, 2017
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I have used Carolyn Sundahl and Sundahl and Associates as our CPA firm now for several years. The great thing about Carolyn is she takes the time to assist business owners with making sure their budgets are set up properly and she has a vast amount of knowledge in which to help you with your accounting questions and needs. When it comes to finding someone you can rely on that you can trust, Sundahl and Associates is who I highly recommend.
Mark Zablocki
Aug 16, 2017
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Rick Smith
Jul 23, 2017
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Griff Hanning
May 05, 2017
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Jessica B.
Apr 07, 2012
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Sundahl Financial is at the top of their game. They have walked both my husband and me through building our businesses. They are available and accessible, quick to respond to questions and important matters. They have spoken to the IRS on our behalf as well as helped train my assistant in Quick-books. We know we can count on Sundahl Financial and their staff to do a timely and thorough job on our finances. We trust them, we refer them, we delegate to them.
