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Wheeling
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Wheeling
Showing 81 to 90 of 126 CPAs in Wheeling, West Virginia
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Lacey Gantzer
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
A certified public accountant with over 10 years of experience, Lacey Gantzer serves clients in Wheeling, West Virginia, and surrounding areas. Her practice focuses on individual and business tax return preparation, as well as payroll processing and compliance for family-owned enterprises and individuals. Gantzer also provides basic accounting services, financial planning, and small business accounting support to her clients. With a deep understanding of tax laws and accounting regulations, she helps her clients navigate complex financial situations and ensure compliance with relevant tax authorities.
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Marc Wade
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
Based in Wheeling, West Virginia, Marc Wade is a certified public accountant with over 15 years of experience. His professional services include individual and business tax return preparation, as well as bookkeeping and financial statement compilation for family-owned enterprises and individuals. With a focus on small business accounting and business tax services, Marc Wade provides comprehensive accounting solutions to meet the diverse needs of his clients.
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James Taylor
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
As a certified public accountant based in Wheeling, West Virginia, James Taylor has over a decade of experience in providing financial guidance to entrepreneurs and startups, as well as family-owned enterprises. His expertise lies in basic accounting services, small business accounting, and tax compliance, with a focus on ensuring that clients' financial records are accurate and up-to-date. In addition to providing traditional accounting services, James also offers specialized expertise in payroll processing and compliance, as well as retirement account tax reporting.
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Julie Kerns
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
Julie Kerns, a certified public accountant based in Wheeling, West Virginia, brings her expertise in small business accounting to her clients. With over 10 years of experience in the field, Kerns provides comprehensive basic accounting services, guiding individuals and families through their financial situations and offering business tax services to support small and medium-sized businesses. Holding a specialization in retirement account tax reporting, Kerns stays up-to-date on complex tax regulations and advises her clients on how to optimize their financial plans.
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David Gantzer
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
Based in Wheeling, West Virginia, David Gantzer has been providing accounting services to small and medium-sized businesses, entrepreneurs, and startups since 2008. His practice focuses on tax compliance, individual tax services, and basic accounting services, with a particular emphasis on helping clients navigate complex tax planning and consulting issues. Gantzer also specializes in ensuring accurate and timely retirement account tax reporting, a critical aspect of financial planning for many business owners and individuals.
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Brandon Perry
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
Based in Wheeling, West Virginia, Brandon Perry serves a diverse clientele in the region, providing expert accounting services to entrepreneurs and startups. With over a decade of experience, Perry specializes in tax compliance, small business accounting, and basic accounting services, assisting a variety of business structures, including S-Corps, partnerships, and LLCs. Perry's expertise also extends to representing clients before the IRS and reporting retirement account taxes, ensuring his clients are fully compliant with all tax laws and regulations.
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David A. Potter
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
With over 12 years of experience in public accounting, David A. Potter provides expertise in sales tax compliance, general accounting, and advisory services to clients in West Virginia. Based in Wheeling, Potter specializes in providing basic accounting services, business tax services, and individual tax services to entrepreneurs, startups, and family-owned enterprises, among other industries. He maintains a strong focus on understanding the unique needs of his clients and tailors his services to meet their specific requirements, including assisting with annual financial statements and preparing for tax audits.
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Brian D. Trischler
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
Based in Wheeling, West Virginia, Brian D. Trischler has been providing accounting services to clients in the region since 2005. With a focus on serving entrepreneurs and startups, as well as various business structures, including S-Corps, partnerships, and LLCs, Trischler offers expertise in basic accounting services, financial planning, and small business accounting. His services also include retirement account tax reporting and general accounting and advisory services aimed at helping clients navigate complex financial situations.
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Robert L. Boord
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
Based in Wheeling, West Virginia, Robert L. Boord is a seasoned accounting professional with a proven track record in providing expert financial guidance. With over 20 years of experience, Mr. Boord specializes in offering tailored bookkeeping & financial statement compilation services to small and medium-sized businesses, as well as individual tax services and tax compliance solutions. Mr. Boord's expertise spans basic accounting services, general accounting & advisory, and tax consulting, making him a valuable resource for entrepreneurs and startups navigating the complexities of financial management.
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James M. Spigarelli
Certified Public Accountant
Verified Licensed
Location Wheeling, West Virginia 26003
James M. Spigarelli is a certified public accountant based in Wheeling, West Virginia, with over 15 years of experience in providing expert financial guidance. His practice focuses on general accounting and advisory services, with a specialization in tax compliance and business tax services for small and medium-sized businesses. Additionally, he represents clients in IRS matters, helping individuals and families navigate complex tax situations and ensure compliance with federal tax regulations.

West Virginia's CPA community serves a small, mountainous state with traditional industries facing economic transitions. The West Virginia Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 3 hours of ethics and minimum technical requirements.

Key Tax Considerations: West Virginia has graduated individual income tax up to 5.12% and graduated corporate tax up to 6.5%. CPAs commonly handle state income tax compliance, sales tax, and severance taxes on coal and natural gas extraction. The state offers various tax credits for economic development trying to attract and retain businesses. Energy industry taxation requires specialized knowledge of depletion, production taxes, and mineral rights. Cross-border issues with Virginia, Ohio, and Pennsylvania are common for businesses and residents in border areas.

Industry Specializations: Energy (coal, natural gas, declining but still significant), healthcare systems, chemical manufacturing, tourism and outdoor recreation, higher education, government services, and small manufacturing are key practice areas. CPAs often work with clients navigating economic transition, energy industry changes, and diversification efforts. The state's challenges create opportunities in business restructuring, tax credit maximization, and advisory services.

For CPA Professionals: The West Virginia Society of CPAs serves a small professional community across a mountainous state creating geographic challenges. Charleston (state capital) provides the largest market, while Morgantown (university town), Huntington, and Wheeling serve regional markets. The state faces significant economic challenges with declining coal industry and out-migration, creating difficulties but also opportunities for practitioners willing to help businesses and individuals navigate transition. Very low cost of living and strong community connections appeal to lifestyle-focused practitioners. Rural areas experience CPA shortages, and the state's aging practitioner base creates succession planning opportunities for younger CPAs willing to serve Appalachian communities.