Firm Profile

Wilson, Toellner, and Associates, L.L.C.

Wilson, Toellner and Associates, L.L.C. was founded in 1988 by Alan Wilson and Ron Toellner. Ron and Alan envisioned a CPA firm that would be responsive to the needs of clients and the community.

The firm originated in Sedalia with a staff of three, including the two partners and an office manager/secretary. Within a short period of time,  the practice grew to adding several more staff members resulting in a move to a larger office in June 1992.  During the summer that current year, the firm acquired an existing CPA practice with additional new staff members in offices at both locations in Sedalia and Marshall.

In September 1993, another Sedalia CPA practice was acquired along with the building that is now the firm’s home office at 2700 Matthew Drive. Plans were made to almost double the capacity of the acquired building, and a grand opening was held in November 1994. Then in January 2008, the firm acquired 2 more existing CPA practices: one in Sedalia and one in Sunrise Beach, Missouri. In January 2013, a non certified practice was acquired with offices in Lake Ozark and Camdenton.

The firm currently consists of six offices: Sedalia, Marshall, Lake Ozark, Camdenton, Clinton, and Warrensburg.  The firm has a staff of 40, including the two partners, 16 CPAs, 12 staff accountants and para-professionals, several administrative, two office managers, and a network administrator, and a training professional. The experience and academic credentials of our partners and staff provide you with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

Since August of 1997, the firm has had an affiliation with Boomer Consulting, Inc.. They help accounting firms master the integration of technology with their strategic objectives. They created a process called The Technology Leadership Process™. They call it that because it will help you master technology in order to become a leader in your industry. It has proven successful in hundreds of firms throughout the world. We believe in the value of relationships.

We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.