btw4190

David Wheatley

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Hi, my name is David.

credentials

contact

+1(734) 327-9320
dave@dewplc.com

2245 South State Street

Suite 2300

Ann Arbor MI 48104

social

bio

 btw4190

I work with clients in the construction, real estate, retail and service industries. I also prepare individual income tax returns and offer tax resolution services for those who owe back taxes and have unfiled returns.

q & a

What characteristics do your favorite clients share?

Their information is received timely and organized. This allows time for planning and analyzing various situations.

Why should a client hire you?

I provide quality service and establish long term relationships with my clients which benefits the client as well as the firm.

Describe a time where you went beyond expectations when working with a client.

A client purchased new accounting software and did not close the year end books in accordance with the software requirements. We closed two years at the same time and filed the tax returns timely.

What single project or task would you consider your most significant accomplishment in your career to date?

I was able to settle a client's $200,000 tax liability for $600. The taxpayer qualified for an offer in compromise and the taxing authorities accepted it.

education

University of Michigan-Dearborn Campus

Bachelor of Accounting

1976

experience

David E. Wheatley, PLC

Owner
Ann Arbor, MI

12/2015 - present

associations

Michigan Association of Certified Public Accountants

Member since 1982

American Institute of Certified Public Accountants

Member since 1982

business info

David E. Wheatley, PLC

Never under estimate the value of a CPA

Established 1998

I offer accounting and tax services for my clients and help them plan for the future. I meet with my clients annually to discuss their business and individual goals and help them plan to attain them

hours of operation

Sunday closed
Monday 08:30 AM - 05:30 PM
Tuesday 08:30 AM - 05:30 PM
Wednesday 08:30 AM - 05:30 PM
Thursday 08:30 AM - 05:30 PM
Friday 08:30 AM - 05:30 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services


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