Meet J.W. Wilson - PlanChec(k) CPAs

Managing Partner, CPA

Partner, CPA, CCIFP

J.W. Wilson

Managing partner J.W. Wilson provides a blend of tax and audit experience to the PlanChec(k) team. For more than 20 years, he has helped private companies and business owners with their yearly taxes and accounting needs. His extensive experience has allowed him to help a variety of clients with revenues ranging from $1-$90 million. Wilson specializes in the supervision and management of audit, tax, and accounting services for his clients as well as lowering tax liabilities.

Wilson played an integral part in the implementation of the new Risk-Based Auditing Standards. He also presented CPE internally and at the Ohio Society of Certified Public Accountants.


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Education


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


Areas of Expertise


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

Licensing & Certifications


  • CPA

Professional and Community Involvement


  • 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’s Forty Under 40