Chad S. Wilsie, CPA

Partner

Chad S. Wilsie

I enjoy the opportunity to work with clients not only saving taxes but enabling them to make the best decision for themselves and their business. I genuinely desire for my clients to have fulfillment in their work; it gives me joy to see others succeed.

OVERVIEW

Since 2006, Chad has been providing compliance services including payroll, taxation, individual and business income tax, property tax, trust and gift services to a variety of industries. Chad ultimately helps his clients make decisions that enable the business to run more efficiently. Those decisions affect tax cost, cash flow or simply how the business operates, shaping success of the business.

In his work, Chad works hard and partners with his clients to give them the information they need to help make sound business decisions. Using the tools and resources available, Chad is confident he can help each client save taxes and improve cash flow.

In his free time, Chad looks forward to spending time with his family, including his wife and three children. On a beautiful summer day, you might find him catching a round of golf and topping the day off by barbecuing in the back yard. When time allows, Chad winds down by woodworking in his shop.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants, Member
  • Oklahoma Society of Certified Public Accountants, Member

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Professional Accountancy – Oklahoma Baptist University, Shawnee
  • Bachelor of Business Administration, Finance – Oklahoma Baptist University, Shawnee

KNOWLEDGE

Client Work

  • Provides tax services to manufacturing, hospitals, high net worth individuals, insurance companies, and professional and general service companies.
  • Works with clients to properly divide and efficiently plan for future estates.
  • Assists multiple clients with partnership transitions and transactions including basis adjustments and liquidations.

COMMUNITY

COMMUNITY

Community Involvement

  • Oklahoma Institute for Child Advocacy, Board Member
  • Karis Outreach, Volunteer
  • Council Road Baptist Church, Active Member
  • Salt and Light Leadership Training, Past Member