About Us

John R. Wheeler, CPA, CFP

704.664.6464 ext. 13
NC Certificate #31613

John is a Certified Public Accountant (CPA), licensed in Virginia and North Carolina (certificate number 31613) and has been in public accounting since 1985. His entire career has been spent advising small business owners and individual taxpayers on all aspects of their accounting, tax, and financial needs. John concentrates his practice on providing comprehensive income tax planning and preparation and business advisory services while incorporating financial strategies for both individuals and business clients.

As a Certified Financial Planner (CFP®), John can offer a wide range of financial consulting in order to provide an overall strategy for financial independence and wealth management. When he practiced in Virginia he was voted a "Virginia Super CPA", for personal financial planning, in 2002 and 2003. John has also qualified as a Certified Estate Planning Specialist.

John's professional associations include membership in the American Institute of Certified Public Accountants, and the North Carolina Association of Certified Public Accountants. He has served on several boards for local organizations, including the American Red Cross and Mooresville-South Iredell Chamber of Commerce. He is also a member of the Mooresville Rotary Club.

William S. Duvall, CPA, CVA

704.664.6464 ext. 11
NC Certificate #31902

Bill is a Certified Public Accountant (CPA) and is licensed in Virginia, Maryland and North Carolina (certificate number 31902) and has been in public accounting since 1984.


Specializing in business valuation and litigation support services, Bill also holds the designation of Certified Valuation Analyst (CVA).  A CVA appraises and values businesses for such reasons as mergers and acquisitions, estate planning, shareholder disputes and divorce matters.


Over many years of valuation and litigation related engagements, Bill has qualified as an expert and testified in General District, Circuit, Federal and Federal Bankruptcy Courts.  He was voted a "Virginia Super CPA", for business valuation, in each year since 2002.

Bill is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.  He is also a member of the National Association of Certified Valuation Analysts.