Business Details
Your Trusted Accounting Partner in Fort Wayne, IN
David L Wade & Associates PC is a full-service accounting firm dedicated to providing exceptional financial expertise to individuals and businesses. With a focus on professionalism, responsiveness, and quality, we specialize in tax preparation, financial planning, and advisory services tailored to meet the unique needs of our clients. Our team of certified professionals brings decades of combined experience in navigating complex tax codes, ensuring compliance, and maximizing financial opportunities.We prioritize personalized service, offering strategic guidance to help clients achieve long-term financial success. By staying ahead of evolving regulations and leveraging technology like QuickBooks, we deliver efficient solutions that empower clients to focus on their core goals. Our commitment to transparency, ethical practices, and client education establishes us as a trusted partner in financial management.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
QuickBooks Support
Business Advisory
Highlights and features
- We offer 30+ years of experience in complex tax code navigation.
- Our team provides personalized IRS audit representation and resolution.
- Certified QuickBooks ProAdvisors deliver tailored accounting software solutions.
- Industry-specific expertise serving construction, healthcare, and legal sectors.
- Proven track record in maximizing tax deductions for individuals and businesses.
Associations and certifications
- CPA Firms
What people say
Exceptional tax knowledge
Responsive QuickBooks help
Strategic business advice
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies all eligible deductions and credits to minimize liabilities while maintaining accuracy. With expertise in complex returns, audits, and tax relief, we offer strategic planning to optimize financial outcomes for clients across diverse industries.
QuickBooks Support
Our certified ProAdvisors offer QuickBooks setup, training, and system optimization for small to mid-sized businesses. We implement cloud-based solutions to streamline financial management, improve cash flow tracking, and generate actionable reports. From initial configuration to ongoing support, we ensure clients maximize efficiency through tailored software integration and expert troubleshooting.
Business Advisory
We deliver strategic advisory services including cash flow management, succession planning, and internal controls assessment. Our consultants help businesses develop financial frameworks for growth, secure financing, and maintain compliance. With industry-specific knowledge in construction, healthcare, and legal sectors, we provide actionable insights to enhance profitability and operational efficiency.
Estate Planning
Our estate planning services guide clients through creating comprehensive strategies for asset distribution and tax optimization. We coordinate with legal professionals to establish trusts, wills, and power of attorney arrangements. By addressing probate complexities and tax implications, we help families preserve wealth across generations while ensuring compliance with evolving regulations.
IRS Representation
We advocate for clients facing IRS audits, liens, or wage garnishments through professional representation and resolution strategies. Our team negotiates payment plans, offers in compromise, and penalty abatements while ensuring compliance. With discreet handling of sensitive cases, we work to resolve tax disputes efficiently and protect clients' financial interests.
People
David L. Wade
Founder/CPA
David L. Wade leads the firm with over 30 years of accounting experience, specializing in tax strategy and business advisory. He holds an Indiana CPA license and focuses on delivering personalized solutions for clients in construction, healthcare, and legal industries.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll tax compliance, cash flow management, and IRS audit representation tailored to small businesses.
Do you offer QuickBooks training for new users?
Yes, we provide customized QuickBooks training for business owners and accounting staff at your location or ours.
How can you help with IRS tax debt issues?
Our team negotiates payment plans, penalty abatements, and offers in compromise to resolve IRS tax debt situations.
What industries do you specialize in?
We specialize in accounting services for construction, healthcare, legal, and real estate industries with tailored solutions.
Do you provide financial planning for retirement?
Yes, we offer retirement planning services including tax-efficient withdrawal strategies and investment portfolio analysis.
