When you need experience, DuvallWheeler is your trusted resource. Our firm has been a long-trusted solution for individuals and businesses alike for specialized accounting and tax solutions support.

• Provide professional services
• Offer tailored solutions
• Enhance client financial position
• Exceed expectations

DuvallWheeler is the area’s premier professional services firm, comprised of veteran CPAs serving the tax and financial needs of individuals and business professionals, and dedicated to representing clients and resolving their tax and financial problems. With locations based in Manassas, Virginia, and Mooresville, North Carolina, our consultants are available to meet your discerning needs.

Meet Our Professionals

William S. Duvall, CPA, CVA

John R. Wheeler, CPA, CFP®

Regina N. Jessop

Tax Compliance
We provide accurate and timely Federal, state, and local income tax returns that meet the compliance requirements set forth by the various taxing authorities.

Tax Planning
We strive to offer a year-round plan to minimize your personal and/or business taxes. Our goal is to be proactive, not reactive; maintain communications throughout the year to monitor your income, understand changes that have occurred in your specific situation and ultimately offer strategies to you that not only reduce your overall tax burden, but also maximize other related financial opportunities.

Entrepreneurial Coaching
Whether your business is new or established, it is crucial to make informed decisions and plan for the future. We provide analysis and consulting tailored to your specific needs and can guide you through issues such as deciding on an accounting system, choice of business entity, cash flow and budgeting, and succession planning.

Financial Services We feel that it is imperative to look at all the facets of your financial life in order to offer well-informed strategies. That is why we prefer a comprehensive approach to financial services. The following component services are integral to a financial plan and can also be performed on a stand-alone basis: Asset Allocation Retirement Planning Estate Planning Education Savings Insurance

Litigation Support
There is no substitute for experience when working directly with your legal team to provide the best available position for your case. Whether it is analyzing accounting records, calculating damages due to defalcation or testifying as an expert at court proceedings, we have the real world experience to complement your legal advisors and assist in defending your position.

Business Valuation
Our certified professionals are specially trained and have performed valuations in a wide array of industries and professions from manufacturers to construction to professionals. Whether it is for mergers and acquisition, estate planning, shareholder disputes or equitable distribution in divorce, we have the experience to provide oral, limited, or full written reports to meet a variety of needs.

Forensic Accounting
When issues arise in your business that require more than standard accounting, we are here to help. Whether you have an embezzlement situation or are possibly accused of one, or whether there are missing or misused assets or you are looking for general assurance, we are available to investigate accounting records, employee procedures or third-party information to determine if errors or irregularities exist.

Tax Controversy
Whether it is a simple inquiry or a full-blown audit seeking hundreds of thousands of dollars, our professionals have many years of experience in dealing with and successfully representing clients before Federal, state and local taxing authorities. In addition to audits, we negotiate and settle matters in the form of penalty abatement, offers in compromise, and installment agreements, among others.

Accounting Directive
Although many business owners look at their accounting as a necessary evil, we believe that a properly structured accounting and reporting system can provide immeasurable management information for businesses of all sizes. We are available to assist in the set-up of your accounting system to ensure you have the information you need when you need it.

Experience when it counts.

Serving Metropolitan Washington DC and Charlotte, North Carolina. Includes the areas of Northern Virginia, Prince William, Fairfax and Loudoun Counties, Manassas City, Woodbridge, Centreville, Fairfax, Bristow, Gainesville as well as North Carolina, Iredell County, Mooresville, Mt. Mourne, Troutman, Statesville, Huntersville and surrounding areas.

CountyWebsite Links To Local Businesses In Our Community
Arts and Entertainment | Automotive /Transportation | Banking and Financial | Business Services | Coupons / Discounts
Food and Drink | Health Care | Home Products and Services | Lodging and Travel | Pet Services | Professionals
Real Estate | Salons and Spas | Schools and Training | Shopping | Sports and Fitness

©CountyWebsite.com, Inc.  2007
CWR0608