Wheeler Wolfenden and Dwares, CPAs is an accounting and business consulting firm dedicated to providing the highest quality services to our clients. Our team of experts is small enough to get to know you but large enough to meet your needs. We are committed to exceeding client expectations and making a positive impact on their financial success.
Our History
Founded in May 1998 by John Wheeler and David Wolfenden as Wheeler & Wolfenden, P.A., the firm acquired Leonard S. Dwares & Company in January 1999, forming the firm it is today. Over the years, Wheeler Wolfenden and Dwares, CPAs has built a reputation as the go-to source for accounting, tax, and advisory services. Our firm is known for its expertise in niche industries, including nonprofit, construction, hospitality, and professional practices.
Our Team
Our team of professionals is dedicated to providing personalized customer service and high-quality accounting and business advisory services. We have a diverse client base, including nonprofit organizations, construction and hospitality companies, and high net worth individuals. Our professionals have the experience and knowledge to cater to your unique needs.
Our Services
We offer a wide range of services, including accounting, auditing, tax, business advisory, and wealth planning services for individuals and businesses. Our services are designed to help our clients achieve their financial goals and succeed in their business endeavors.
Accounting & Auditing
We provide accounting and auditing services to ensure that our clients' financial records are accurate and up-to-date. Our team of experts is committed to providing accurate and timely financial statements that our clients can rely on.
Tax Services
Our tax services are designed to help our clients minimize their tax liability and maximize their after-tax income. We provide tax planning and compliance services for individuals and businesses.
Business Advisory Services
We provide business advisory services to help our clients make informed decisions and achieve their business goals. Our services include budgeting, forecasting, and financial analysis.
International Services
We provide accounting and tax services to international clients. Our team of experts is committed to helping our clients navigate the complexities of international business.
Wealth & Estate Planning
We provide wealth and estate planning services to help our clients protect their assets and provide for their loved ones. Our services include tax planning, estate planning, and wealth management.
Litigation Support
We provide litigation support services to attorneys and their clients. Our services include forensic accounting, damage calculations, and expert testimony.
Our Community Involvement
Our ties to the local community run deep. Our leadership team members are active on the boards of many business and nonprofit organizations. We believe in giving back to the community we call home and enjoy participating in several local events and activities each year.
Contact Us
Now that you know about us, we'd like to know more about you. Contact us and let us know how we can help you meet your business and financial goals.
Overall Experience
The overall experience with the service provider is extremely positive.
Quality of Service
The quality of service provided by Dave Wolfenden is exceptional. The reviewer, Aman Sharma, praises the services as "excellent" and specifically mentions that Dave is "fantastic".
Professionalism
Dave Wolfenden is commended for his professionalism, with the reviewer's law firm continuing to use his services.
