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
- Provide professional services
- Enhance client financial position
- Exceed expectations
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.
Based out of Manassas, Virginia, our consultants are available to meet your discerning
following provides a high level overview of our services.
Professionals through Duvall Wheeler provide advisory and management services exclusively catered to specialized industries such as:
We are tax and accounting experts who will help you find solutions to retain more of the money you've earned. We focus on the future of both your professional and personal financial interests. We have in-depth knowledge of the challenges that professionals need.
Specialists at Duvall Wheeler can guide you through the tax and accounting issues that are unique to your business.
We provide accurate and timely Federal, state,
and local income tax returns that meet the compliance requirements set forth by
the various taxing authorities.
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.
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.
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.
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.
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.
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.
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.
Estate Planning and Administration
The legacy you leave your heirs is many times dependent upon your situation. All estates, even simple ones, need planning and administration. However, if your estate is of a size or complexity that it may have tax considerations due to real estate holdings, a family business or other investments, it is not just wise -- but necessary -- to seek competent help prior to or in contemplation of death.
If you have a large estate or one that has assets not easily converted to cash, have charitable inclinations or potentially have a family member who is handicapped or has special needs, it is of the utmost importance that you plan accordingly. A detailed and complete evaluation of your situation can keep your legacy intact and avoid an overly burdensome tax code while ensuring your wishes are carried out after your death.
Our professionals have many years of estate and tax planning experience and can work with your attorney or financial advisor; or if needed, we can refer you to the experts needed for your situation. We also have experience acting as personal representatives, executors and trustees for our clients to insure that the planning put in place is administrated properly both before and after their death.
Exit or Succession Planning
You have spent many years or possibly your entire life building a business or an organization. The last thing on many people’s minds when they start or build a company is how the business will end. It has been our experience this is the exact time you need to start planning for the end or ultimate exit from the business.
Our professionals have extensive experience in business sales, key person retirements, succession planning for the next generation or simply the winding up of affairs and closing of the doors. Not waiting until the last minute is a key component and often times starting this planning years ahead is preferred. Whether it be issues like key person life insurance to fund the transfer or sale, retirement planning or putting the books and records in order to allow for a purchaser’s due diligence, we can help and be part of the entire evolutionary life of your business from start-up to exit.
Serving Metropolitan Washington DC. Includes the areas
of Northern Virginia, Prince William, Fairfax and Loudoun Counties, Manassas City,
Woodbridge, Centreville, Fairfax, Bristow, Gainesville, and surrounding areas.
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