At Wheeler Wolfenden and Dwares, CPAs, we put you first. Our entire approach revolves around getting to know you as a person, and what your needs are as an individual or as a business. We tailor our services and strategies to precisely what you need, when you need it. While we know the numbers are important, we also know there is more to your story than financial statements and tax returns.
Our team is focused on your needs and knowledgeable about the industry and tax issues that impact you. We maintain strong working relationships with banks, insurance brokers and other financial services providers that can serve you.
We want to develop and maintain a long-term relationship with you by building trust between you and your WW&D team of CPAs. To help us achieve this objective, we:
- Treat you as an individual, not a number.
- Listen and understand your needs and goals.
- Communicate with you about project timelines and deliverables.
- Provide transparent pricing in our letters of engagement.
- Think outside the box when it comes to solving your unique issues.
Now that you know our approach, find out more about the team that gets it done.