Value That Grows with You
Mission and Values
At Wilke CPAs & Advisors, we believe that our clients' success is paramount. Our mission is to provide personalized, responsive service that helps businesses grow and thrive. We strive to go above and beyond to make a positive impact in our community, and we motivate our team to initiate conversations, drive strategic tax planning, and thrive on providing exceptional service.
Leadership Team
Our leadership team is comprised of experienced professionals who are dedicated to delivering exceptional results. Meet our team:
- David Wilke, CPA, MBA: Co-Managing Partner and Founder
- Peter Fleming, CPA, CFE: Co-Managing Partner & Lead Audit Partner
- David Cooke, CPA: Partner, Tax
- Nichole Feller, MS: Partner, Accounting and Business Advisory
- Omar Thrower, CPA, MST: Partner, Tax
- Christopher Wenrich, CPA/ABV: Partner, Accounting and Business Advisory
- Carrie Herron: CEO
services
Our services are designed to help businesses grow and thrive. We offer a range of services, including:
Advisory & Business Planning
From business formation to succession planning, we help you evaluate your options and grow (or exit) your business.
Audit & Assurance
We provide compliance services for financial statements, and benefit plans to help you meet legal, tax, and regulatory obligations.
Client Accounting Services
We offer outsourced accounting services, including bookkeeping, payroll, QuickBooks, and fractional CFO services, to help you focus on what matters: your business.
Family Office
We help high-net-worth families manage bill pay, charitable giving, tax planning, and more, providing peace of mind and a lasting family legacy.
Strategic Advisory
We provide technical expertise and professional guidance for various corporate transactions, partnership changes, fraud, and litigation services.
State & Local Tax
We offer multi-jurisdictional tax compliance services that anticipate the risks and help manage overall tax liability.
Tax Compliance & Advisory
We provide year-round tax planning for businesses, individuals, families, nonprofits, estates, and trusts, one of our cornerstone service offerings.
Technology & Consulting
We help you have a more secure tech environment by implementing tools and software, developing policies, and training employees.
Testimonials
Our clients have praised our team for their professionalism, knowledge, and dedication. Here's what some of our clients have said:
- "I have known and worked with David Wilke and Peter Fleming for many years in both my personal and business endeavors. Beyond bringing a wealth of technical knowledge to the table, David, Peter, and their team have been instrumental in our business strategy for the past 10 years. They have provided insights and recommendations that have influenced how we operate and investments we make." - Chris Simchick, Founder and CEO, SDLC Partners L.P.
- "The staff of Wilke and Associates are more than our accountants - they are truly our business partners. David's advice has resulted in significant savings on our taxes in more than one instance." - Suzan M. Lami, LGA Partners
Punctuality and Communication Issues
At Wilke & Associates, there were concerns about punctuality and communication. One reviewer, Ms. Mitchell, set up an appointment at 12 pm only for the CPA to not show up and reach out to her hours later as if nothing had happened. However, the situation was later rectified, and Ms. Mitchell appreciated the firm's willingness to learn and take the time to understand her concerns.
Professionalism and Expertise
The majority of reviews praised Wilke & Associates for their professionalism, expertise, and exceptional service. Reviewers appreciated the firm's wealth of knowledge, particularly in areas such as corporate accounting, tax-related matters, and financial auditing. Many reviewers recommended the firm for its financial advisory, tax, and auditing needs.
Outstanding Staff
Several reviewers highlighted the exceptional quality of the firm's staff, mentioning specific individuals who had provided outstanding service. Examples include Omar Thrower, Peter Fleming, and Candace T., who were all praised for their expertise, knowledge, and professionalism.
Accounting and Tax Services
The firm's accounting and tax services were praised by reviewers, who appreciated the firm's ability to address complex financial matters and provide valuable guidance. Reviewers also appreciated the firm's attention to detail and commitment to accuracy.
Growth and Success
Some reviewers credited Wilke & Associates with helping their company grow and succeed. For example, Nandan Banerjee's company, Cogent Infotech Corporation, credited Wilke & Associates with playing a critical role in their growth and continued success.
Bidding and Pricing Issues
One reviewer, Ronald Cypher Md, experienced issues with the bidding process and was overcharged significantly. This situation highlights the importance of careful review and communication during the bidding process.
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