David L Wade & Associates PC

David L. Wade and Associates, P.C. is a licensed accounting firm based in IN, specializing in providing exceptional accounting services with an extraordinary level of personalized attention. Our team of experienced professionals is dedicated to delivering reliable, affordable, and high-quality services to business owners, executives, and independent professionals. We take pride in our ability to offer a broad range of services tailored to meet the unique needs of each client.

Services for Individuals

At David L. Wade and Associates, P.C., we understand that every individual has unique financial needs and goals. That's why we offer personalized financial planning services designed to help you achieve your financial objectives. Whether you need assistance with retirement planning, estate planning, or elder care, our team of experts is here to help. We work closely with you to develop a comprehensive plan that considers all aspects of your financial situation, ensuring you make the most of your hard-earned money.

Retirement Planning

Retirement planning is a critical aspect of financial planning. Our team of experts is dedicated to helping you create a customized retirement plan that takes into account your unique retirement goals, risk tolerance, and current financial situation. We work with you to develop a plan that maximizes your retirement savings, minimizes taxes, and ensures you have the income you need to enjoy your retirement years.

Estate Planning

Estate planning is the process of creating a plan for the distribution of your assets after your death. Our team of experts can help you create a comprehensive estate plan that minimizes taxes, avoids probate, and ensures your assets are distributed according to your wishes. Whether you need help creating a will, setting up a trust, or selecting a power of attorney, we're here to help.

Elder Care

Elder care is an essential aspect of financial planning for many individuals. Our team of experts can help you create a plan that ensures your loved ones receive the care they need while protecting your assets. We work closely with you to develop a customized plan that takes into account your unique situation and ensures your loved ones are well cared for.

Wealth Management

Wealth management is the process of managing your financial assets to achieve your financial goals. Our team of experts can help you develop a comprehensive wealth management plan that considers all aspects of your financial situation, including investment management, tax planning, and estate planning. We work closely with you to ensure your assets are managed effectively, providing you with the income and security you need to enjoy your lifestyle.

Business Services

At David L. Wade and Associates, P.C., we understand the unique challenges that businesses face. That's why we offer a broad range of business services designed to help you manage your business effectively. From small business accounting and bookkeeping services to part-time CFO services and audits, we're here to help your business succeed.

Small Business Accounting

Our team of experts can help you manage your small business's day-to-day financial operations, including generating cash flow statements, handling payroll, and preparing tax returns. We work closely with you to ensure your business is compliant with all federal and state tax laws and regulations, providing you with the peace of mind you need to focus on growing your business.

Bookkeeping Services

Bookkeeping is a critical aspect of managing any business. Our team of experts can help you manage your business's financial records, ensuring accurate financial statements and reports that help you make informed business decisions.

Payroll Services

Payroll processing can be time-consuming and overwhelming for many business owners. Our team of experts can help you manage your payroll processing needs, ensuring your employees are paid on time and your business is compliant with all federal and state tax laws and regulations.

Part-Time CFO Services

Our part-time CFO services provide your business with the financial expertise you need to manage your business effectively. Whether you need help with financial planning, budgeting, or cash flow management, our team of experts is here to help.

Audits, Reviews, and Compilations

Our team of experts can help you manage your business's financial statement needs, including audits, reviews, and compilations. We work closely with you to ensure your financial statements are accurate and compliant with all relevant accounting standards and regulations.

Forensic Accounting

Forensic accounting is the process of analyzing financial records to detect fraud, embezzlement, or other financial misconduct. Our team of experts can help you investigate financial irregularities and provide you with the evidence you need to take legal action.

Cash Flow Management

Cash flow management is a critical aspect of managing any business. Our team of experts can help you manage your business's cash flow effectively, ensuring you have the income you need to grow your business and meet your financial obligations.

Bank Financing

Bank financing is a critical aspect of growing any business. Our team of experts can help you manage your business's bank financing needs, ensuring you have the financing you need to grow your business and meet your financial obligations.

Business Valuation

Business valuation is the process of determining the value of a business. Our team of experts can help you determine the value of your business, providing you with the information you need to make informed business decisions.

Business Advisory Services

Our business advisory services provide your business with the expertise you need to manage your business effectively. Whether you need help with financial planning, budgeting, or strategic planning, our team of experts is here to help.

Financial Planning for Businesses

Financial planning is a critical aspect of managing any business. Our team of experts can help you develop a comprehensive financial plan that considers all aspects of your business's financial situation, ensuring you make informed business decisions.

Succession Planning

Succession planning is the process of creating a plan for the transfer of ownership and management of your business. Our team of experts can help you create a customized succession plan that ensures your business continues to thrive after your departure.

New Business Formation

Our team of experts can help you manage your new business formation needs, ensuring your business is compliant with all relevant tax laws and regulations.

Non-Profit Organizations

Our team of experts can help you manage your non-profit organization's financial needs, including tax planning, audits, and financial reporting.

Internal Controls

Internal controls are critical to managing any business effectively. Our team of experts can help you develop and implement effective internal controls, ensuring your business is compliant with all relevant accounting standards and regulations.

Litigation Support

Litigation support is the process of providing financial expertise and analysis to support legal proceedings. Our team of experts can help you investigate financial irregularities, provide expert testimony, and analyze financial data to support your legal case.

Tax Services

At David L. Wade and Associates, P.C., we understand that today's tax laws are complex and overwhelming. That's why we offer comprehensive tax services for both individuals and businesses, ensuring you remain compliant with all relevant tax laws and regulations.