DuvallWheeler, LLP provides professional services to small businesses and individuals in the areas of income taxes, accounting, and strategic planning. 
Solutions tailored to meet your specific needs.
Mission:
- Provide professional services
- Offer tailored solutions
- Enhance client financial position
- Exceed expectations
DuvallWheeler, LLP 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.
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.
Business Valuation:
Our certified professionals are specially trained and have performed valuations in a wide array of industries and professions from manufactures 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.
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
