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Pete Wilhelm

Pete Wilhelm
EA, CFP®, MS Taxation
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About Pete

An experienced tax and accounting professional, Peter “Pete” Wilhelm has worked in the accounting industry for over 50 years, working his way up from the mail room through administrative and technical roles of every conceivable nature.  He advises clients in small business and professional occupations.  Pete has advanced expertise in working with highly compensated employees, partners, and businesses in the legal, financial advisory and real estate industry.

Pete graduated from the University of New Hampshire, Magna Cum Laude, with a Political Science degree and minor in Business.  He received his Masters in Tax degree from Southeastern University, is enrolled to practice before the Internal Revenue Service and is a Certified Financial Planning professional.