Business Details
Your Trusted Accounting Partner in Fort Wayne
David L Wade & Associates PC is a full-service Certified Public Accounting firm dedicated to providing exceptional accounting, tax, and financial planning services to individuals and businesses. With a team of experienced professionals holding valid Indiana State CPA certifications, we combine decades of industry expertise with personalized service to meet the unique needs of our clients. Our commitment to professionalism, responsiveness, and quality ensures that clients receive accurate financial guidance while navigating complex tax regulations and planning for long-term success.We specialize in tailored solutions for small businesses, executives, and independent professionals, offering services ranging from IRS audit representation to retirement planning. Our firm's deep understanding of evolving tax laws and dedication to client education empowers individuals and businesses to make informed financial decisions with confidence.
Services
Personal Financial Planning
Tax Preparation
IRS Audit Representation
Retirement Planning
Estate Planning
QuickBooks Services
Business Accounting
Payroll Services
Tax Relief Solutions
Highlights and features
- We offer 30+ years of combined experience in Indiana accounting services
- Our team includes CPA-certified professionals with industry-specific expertise
- We provide personalized financial strategies tailored to individual client needs
- Our firm maintains active compliance with Indiana state CPA requirements
- We offer comprehensive services spanning tax planning to business advisory
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Knowledgeable staff
Personalized attention
Effective tax solutions
Professional service
Services
IRS Audit Representation
Our certified professionals provide comprehensive IRS audit representation, handling all correspondence and negotiations while minimizing tax liability. We prepare necessary documentation, attend audits on your behalf, and appeal unfavorable decisions. With deep knowledge of tax code complexities, we protect clients' interests during federal and state tax audits.
Personal Financial Planning
We develop customized financial plans integrating tax strategies, retirement goals, and estate considerations. Our services include risk assessment, investment evaluation, and retirement income distribution planning. We help clients optimize their financial resources while ensuring compliance with current tax regulations and long-term wealth preservation.
Business Accounting Services
We offer complete accounting solutions for businesses including bookkeeping, financial reporting, and strategic tax planning. Our services cover cash flow management, payroll processing, and internal control implementation. We help businesses maintain accurate financial records while optimizing tax positions and improving operational efficiency.
Estate Planning
Our estate planning services include asset allocation strategies, trust administration, and tax-efficient wealth transfer methods. We coordinate with legal professionals to create comprehensive plans addressing probate avoidance and charitable giving. We ensure clients' financial legacies align with their personal wishes while minimizing tax implications.
QuickBooks Services
We provide QuickBooks implementation, training, and system optimization for small businesses. Our services include chart of accounts setup, financial report generation, and cloud migration assistance. We help businesses maximize accounting efficiency through customized software solutions and ongoing technical support.
People
David L. Wade
Founder
With over 30 years of accounting experience, David L. Wade established the firm to provide personalized financial solutions while maintaining the highest professional standards.
Cynthia Perugini
CPA, CGMA
Cynthia brings extensive expertise in tax compliance and financial reporting, holding both CPA and Chartered Global Management Accountant certifications.
Brandon Landers
CPA, CGMA
Brandon specializes in business advisory services and strategic tax planning, combining technical expertise with practical business solutions.
Andrea Bolyard
CPA, CGMA
Andrea focuses on individual and business tax planning, leveraging her dual certifications to optimize clients' financial positions.
Monica Bradley
CPA
Monica provides expert accounting services with a focus on accuracy and client education, maintaining active CPA certification in Indiana.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll, financial statements, tax planning, and CFO services.
Do you handle IRS audit representation?
Yes, we offer full IRS audit representation including correspondence handling, liability minimization, and appeal assistance.
What financial planning services are available for individuals?
We offer retirement planning, estate planning, tax optimization, and wealth management strategies tailored to individual needs.
Can you help with QuickBooks setup and training?
Yes, we provide QuickBooks setup, training, system optimization, and troubleshooting for small to mid-sized businesses.
Are you available for tax preparation during tax season?
We offer year-round tax preparation services for both individuals and businesses with timely filing assistance.
