Our Professionals 2018-07-16T12:47:21+00:00

Save

Our Professionals

John R. Wheeler
John R. WheelerCPA, CFP®
John is a Certified Public Accountant (CPA), licensed in North Carolina (certificate number 31613) and Virginia and has been in public accounting since 1985. John graduated from George Mason University in 1985, and earned his CPA in 1987 and was awarded his CFP in 1995. He began his career in Virginia, relocated to the Lake Norman area in 2005 and shortly thereafter established Wheeler & Company CPAs, PC. 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, Mooresville-South Iredell Chamber of Commerce and as a member of the Mooresville Rotary Club.

John enjoys spending time on the lake and at Seabrook Island, SC with his wife Julie and their youthful Golden Retriever, Jake. John is an avid fisherman and a novice golfer; any time spent outside is a good time!

E. Guy Woodliff
E. Guy WoodliffStaff Accountant
Guy joined Wheeler & Company CPAs in October of 2017 as one of our staff accountants. He graduated from Guilford College in 2016 with Bachelor of Science degrees in Accounting and Business Administration. He then obtained a Master’s Degree in Accountancy from the University of North Carolina at Charlotte. While at Guilford College, he was a four-year member of the Varsity baseball team and team captain his junior and senior year. He is a member of the Mooresville Young Professionals. Guy enjoys playing golf and softball in his free time, and is an avid fan of the North Carolina Tarheels!
Michele Raffa
Michele RaffaAccounting Associate, Certified Quickbooks Advisor
Michele has been with Wheeler & Company CPAs, PC since 2006, starting as our Office Manager and now as an Accounting Associate. She is a Certified QuickBooks Advisor and is our lead QuickBooks trainer. Michele also provides our clients with monthly bookkeeping services, periodic accounting system reviews and preparation of sales tax and payroll tax returns.

As a member of the Chamber’s Professional Women’s Networking group, she enjoys meeting new people and learning about all the different women-run businesses in our area. Michele enjoys spending time with her husband Rich, her two dogs, and driving with the top down on sunny days in her red Camaro.

William S. Duvall
William S. DuvallCPA, CVA
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.