Business Details
28 Years
experience
Trusted Accounting & Advisory Services in Delaware
Wheeler Wolfenden & Dwares (WW&D) has served Delaware and surrounding regions for over 25 years, building a reputation for personalized, collaborative accounting and business consulting services. Founded in 1998, our firm combines deep local roots with global reach through our membership in CPAmerica, enabling us to serve clients nationally and internationally. Our team of experienced professionals prioritizes long-term client relationships, offering tailored solutions in construction, hospitality, nonprofits, family-owned businesses, and high-net-worth individual sectors. We maintain independence to ensure client-first decision-making, supported by a culture of community engagement and professional excellence.Our expertise spans accounting, auditing, tax strategy, wealth planning, and litigation support, with a focus on simplifying complex financial challenges. We pride ourselves on being small enough to provide personal attention while maintaining the resources to deliver comprehensive services. Our leadership actively participates in local boards and professional organizations, reinforcing our commitment to both client success and community development. With offices in Wilmington and Lewes, Delaware, we combine regional knowledge with global capabilities to meet diverse client needs.
Services
Accounting
Auditing
Tax Services
Business Advisory
Wealth Planning
Litigation Support
International Services
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of experience in accounting and business consulting.
- Our team provides Delaware-based expertise with global network support.
- We prioritize personalized service through long-term client relationships.
- Our collaborative approach simplifies complex financial challenges.
- We combine local community involvement with international capabilities.
What people say
Unparalleled expertise
Genuine commitment
Invaluable advice
Peace of mind
Exceptional expertise
Services
Accounting & Auditing
Our accounting and auditing services extend beyond standard financial audits to deliver strategic insights for business decisions. We collaborate with management teams to leverage financial data, improve efficiency, and provide projections for long-term planning. Our services include audits, reviews, compilations, compliance audits, and agreed-upon procedure engagements, ensuring accuracy and regulatory compliance while driving profitability.
Tax Services
We provide comprehensive tax planning and compliance solutions tailored to individuals, corporations, and nonprofits. Our team specializes in strategic tax planning, federal/state/local tax preparation, cost segregation, and IRS representation. By staying current with evolving tax laws, we help clients minimize liabilities and maximize savings through personalized, forward-looking strategies.
Business Advisory
Our business advisory services focus on helping clients navigate operational challenges and growth opportunities. We offer budgeting, succession planning, mergers and acquisitions strategy, and financial process improvement. By understanding each client's unique goals, we deliver actionable insights to enhance decision-making and long-term business sustainability.
Wealth & Estate Planning
We specialize in creating tailored estate and wealth management plans to protect assets and ensure financial security. Services include business succession planning, estate tax analysis, retirement planning, and trust administration. Our collaborative approach integrates legal and financial professionals to align strategies with clients' personal and business objectives.
International Services
We support businesses with cross-border operations through international tax compliance, entity structuring, and audit services. Leveraging our membership in CPAmerica and Crowe Global, we provide localized expertise in over 145 countries, addressing complex international financial regulations and facilitating global expansion.
People
Kathleen Corcoran
Director
Kathleen Corcoran, CPA, joined WW&D in 2001 after graduating from the University of Delaware. She specializes in tax, accounting, and litigation support for high-net-worth individuals and professional services firms. Recognized as a Delaware Business Times 40 Under 40 achiever, she serves on multiple nonprofit boards and combines technical expertise with community leadership.
David M. Wolfenden
Co-founder
David Wolfenden, CPA and co-founder, led WW&D's growth from 1998 until his passing in 2023. He specialized in accounting, business valuation, and nonprofit advisory services. A University of Delaware graduate, he served on Community Bank of Delaware's board and Habitat for Humanity, blending technical mastery with community impact through his 25-year career.
Questions
What industries does Wheeler Wolfenden and Dwares specialize in?
We specialize in construction, hospitality, nonprofits, family-owned businesses, and high-net-worth individuals, with additional expertise in professional services and real estate sectors.
Do you offer international accounting services?
Yes, through our membership in CPAmerica and Crowe Global, we provide international tax compliance, entity structuring, and audit services across 145+ countries.
How does your firm approach tax planning?
We combine strategic tax planning with regulatory compliance, focusing on minimizing liabilities for individuals and businesses through cost segregation, succession planning, and IRS representation.
What sets your audit services apart?
Our audits go beyond compliance to deliver actionable insights, including financial projections, process improvements, and industry-specific recommendations tailored to each client's operational goals.
Do you provide estate planning services?
Yes, we offer comprehensive wealth and estate planning, including business succession strategies, trust administration, and tax-efficient asset transfer solutions coordinated with legal professionals.
