Who we are

Thoughtful Advice. Real Conversations.

Wilcox Tax Advisors was built for people who want clear, thoughtful guidance around tax decisions that actually affect their lives and businesses.

Too often, people make major financial decisions without understanding the tax impact until it’s too late. This firm exists to help clients slow down, look ahead, and make decisions intentionally instead of reacting after the fact.

Who We Are

Wilcox Tax Advisors is led by David Wilcox, alongside his wife, Tricha. Together, we value clarity, integrity, and straightforward communication.

David brings decades of experience across accounting, finance, and advisory roles. More importantly, he focuses on helping clients understand their options in a way that makes sense, without jargon or pressure.

Tricha brings perspective, organization, and a steady presence that helps keep the work grounded and client-focused.

How We Work With Clients

Our approach is collaborative and practical.

That means:

• Clear explanations, not technical overwhelm

• Honest discussions about tradeoffs and timing

• Planning that fits real life and real businesses

• A calm, steady process without urgency or sales tactics

The goal is not complexity.
The goal is confidence.

What You Can Expect

When you work with Wilcox Tax Advisors, you can expect:

• Thoughtful, individualized advice

• Direct and respectful communication

• Attention to both the numbers and the people behind them

• A long-term view, not just a single tax year

This works best when there’s mutual trust and shared expectations.

Next Step

If this approach feels like a good fit, the next step is a short intake form.

David reviews each request personally and follows up if advisory looks like a good fit..