Business Details
Your Trusted Partner for Accounting and Tax Solutions in Pittsburgh
Wilke CPAs & Advisors is a top-rated regional public accounting firm headquartered in Pittsburgh, PA, serving clients across Western Pennsylvania and multiple states. Our entrepreneurial approach aligns with the needs of emerging, small, and mid-sized organizations at every stage of growth. We distinguish ourselves through a unique operational structure that empowers employees to direct their professional development while maintaining a strict policy of hiring only experienced professionals to ensure superior client service.Recognized as one of Pittsburgh's Best Places to Work and a recipient of the Best of Accounting award, our team of seasoned CPAs, tax specialists, and business advisors delivers personalized solutions grounded in over 15 years of industry expertise. Our commitment to client success is demonstrated through strategic tax planning, comprehensive compliance services, and proactive business advisory support that extends beyond traditional accounting practices.
Services
Business Planning
Client Accounting Services
Family Office
Strategic Advisory
State and Local Tax
Tax Compliance
Technology Consulting
Audit & Assurance
Transaction Advisory
Not-for-Profit Services
Highlights and features
- We offer over 15 years of experience in strategic tax planning and business advisory services.
- Our team consists of certified experts with extensive public accounting experience.
- We provide personalized service through experienced professionals without entry-level staff.
- We implement proactive technology solutions for secure and efficient accounting processes.
- Our client-centric approach has earned 4.8 out of 5 stars from verified reviews.
What people say
Expertise and strategic guidance
Personalized attention
Successful business growth
Trusted advisors
Professionalism and knowledge
Services
Business Planning
Our business planning services help organizations navigate growth, expansion, and exit strategies. We provide customized guidance for entity selection, financial projections, and strategic growth consulting. With expertise spanning startups to $500M+ enterprises, we deliver actionable plans that align with long-term business objectives while maintaining compliance with regulatory requirements.
Client Accounting Services
We offer comprehensive outsourced accounting solutions including bookkeeping, payroll, and fractional CFO services. Our Certified QuickBooks ProAdvisors implement automated accounting systems and provide training to improve financial decision-making. This service helps businesses focus on core operations while ensuring accurate financial reporting and compliance.
Tax Compliance & Advisory
Our year-round tax planning covers businesses, individuals, and estates with strategic compliance solutions. We specialize in multi-jurisdictional tax compliance, SALT services, and tax incentive utilization. The practice combines technical expertise with proactive planning to minimize liabilities while ensuring adherence to evolving federal, state, and local tax regulations.
Audit & Assurance
We conduct audits and assurance engagements under GAAS and GAS standards for diverse sectors including nonprofits, employee benefit plans, and construction firms. Our services include fraud examinations, forensic accounting, and compliance audits. The team provides risk mitigation strategies and internal control improvements tailored to each organization's specific requirements.
Family Office
This practice supports high-net-worth families with tax planning, estate preservation, and philanthropic strategies. Services include charitable gifting, trust administration, and household financial management. We coordinate with external advisors to create comprehensive solutions that address both personal and business financial needs while ensuring intergenerational wealth transfer.
People
David Wilke
Co-Managing Partner and Founder
With over 20 years of public accounting experience, David founded Wilke CPAs & Advisors in 2005. Recognized as one of Pittsburgh's Top 50 CEOs, he specializes in strategic business advisory and tax planning for mid-sized enterprises.
Peter Fleming
Co-Managing Partner & Lead Audit Partner
Peter leads audit engagements with expertise in financial statement assurance and regulatory compliance. He has over 15 years of experience guiding clients through complex audit requirements and serves on the firm's leadership team.
Nichole Feller
Partner, Accounting and Business Advisory
Nichole specializes in business advisory services with focus on financial reporting and compliance. She brings 12+ years of experience helping organizations implement effective accounting systems and improve operational efficiency.
Carrie Herron
CEO
As Chief Executive Officer, Carrie oversees firm operations and strategic direction. With extensive experience in accounting firm management, she focuses on client relationship development and professional growth initiatives.
Christopher Wenrich
Partner, Accounting and Business Advisory
Christopher provides business valuation and transaction advisory services. An Accredited in Business Valuation (ABV) professional, he has led over 100 valuation engagements for mergers, acquisitions, and litigation support.
Questions
What accounting services does Wilke CPAs & Advisors offer?
We provide business planning, audit & assurance, tax compliance, client accounting services, family office solutions, and technology consulting tailored to each client's specific needs.
How does Wilke differentiate from other accounting firms?
We only hire experienced professionals, empower employees to direct their development, and maintain an entrepreneurial approach that focuses on proactive business advisory beyond traditional accounting.
What industries do you serve?
We work with construction, real estate, healthcare, education, manufacturing, professional services, and not-for-profit organizations across Western Pennsylvania and multiple states.
How can I schedule an appointment?
Contact us at (412) 278-2200 during regular business hours Monday-Friday 9:00 a.m. - 5:00 p.m. or request an appointment through our website contact form.
What tax planning services are available?
Our tax services include year-round planning for businesses and individuals, SALT compliance, tax incentive utilization, and specialized strategies for estates and high-net-worth clients.
Do you offer technology consulting services?
Yes, we provide cybersecurity policy development, accounting software implementation, and technology integration services to improve financial operations and data security.
Reviews (4)
Jon Knittel
Mar 07, 2022
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Edited on 3/22/22: Moving from 1 to 4 stars. The CEO reached out to both apologize, and rectify the issue. While I am not impressed with the original issue - I am very impressed with the response taken to address my concern. For the CEO to care about things like this - that alone makes me feel this is the type of company you would want to work with. Issue: This company has been sending me multiple bills.
I have never used their services. I have contacted them on 4 separate occasions over the last 12 months about this, and each time they have promised to correct the issue. I am now forced to handle this matter publicly through google reviews and the BBB.
I have never used their services. I have contacted them on 4 separate occasions over the last 12 months about this, and each time they have promised to correct the issue. I am now forced to handle this matter publicly through google reviews and the BBB.
John Prorok
Dec 31, 2021
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I have worked professionally with the accountants at Wilke & Associates for over a decade and have always been impressed with their depth of knowledge, professionalism, and client-centric approach. They are trusted advisors for my clients and highly recommend Wilke & Associates to business owners and real estate developers looking for outstanding tax advice and planning.
Ronald Cypher Md
Jun 16, 2021
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We received a bid from Wilke to do our accounting. Wilke had all necessary documents before the bid. Our invoice was FOUR times higher than the bid. Wilke never called us about the overruns, just sent a bill. Furthermore, they asked for an IRS extension without asking us for permission. Then they made an error in their work which cost an IRS penalty. Highly recommend finding another firm.
Nandan Banerjee
May 28, 2021
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Cogent Infotech Corporation has worked with Peter Fleming, David Wilke & other staff members at Wilke and Associates for over a decade. It has been such a delight & privilege to work with them, and their service in the areas of corporate accounting, tax-related matters, and financial auditing has been outstanding. They are highly knowledgeable and will always provide the right advice. They have and will remain very critical to our growth and continued success. I would highly recommend this firm to companies for their financial advisory, tax, and auditing needs.
