New Team Member 1

Partner, CPA

MANAGING PARTNER, CPA, CCIFP

J.W. Wilson

J.W. has over 20 years of public accounting experience helping private companies and their owners with accounting and tax issues. He has a unique blend of audit and tax expertise. JW has spent his career focused on lowering the tax liabilities of closely held companies.

J.W.’s extensive experience includes managing and supervising tax, accounting, and auditing services for a wide range of clients in various industries with revenues ranging from $1 million to $90 million. Through previous experiences, J.W. led the implementation of the new Risk-Based Auditing Standards and presented CPE both internally and at the Ohio Society of Certified Public Accountants.

Education


Bachelor of Arts in Accounting and a minor in Management, Ohio Wesleyan University


Areas of Expertise


  • Construction Industry Accounting and Auditing
  • Employee Benefit Plan Auditing
  • Construction Industry Software Consulting

Licensing & Certifications


  • CPA

Professional and Community Involvement


  • Accounting and auditing services
  • Business and individual tax services 
  • Management consulting 
  • Financial due diligence 
  • Internal control structures 
  • Accounting for income taxes
  • Member, American Institute of Certified Public Accountants
  • Member, Ohio Society of Certified Public Accountants
  • Member, Ohio Wesleyan Athletic Hall of Fame for Golf
  • Business’ First Forty Under 40