Solutions for Business
Know where your business stands and what to do next.
You should not have to wait until tax season to understand how your business is performing or discover a tax bill you could have planned for.
Wick CPA & Advisory brings your accounting, financial reporting, tax planning, and tax preparation together under one team. With current financial information and year-round guidance, you can make confident decisions about cash flow, hiring, major purchases, owner compensation, and growth.
Experience Across a Range of Businesses
We tailor our services and reporting to the way your business operates, not the other way around.
Accounting That Helps You Move Forward
Bookkeeping & Financial Reporting
Organized books and clear financial reports that show how your business is actually performing.
Proactive Tax Planning
Year-round planning to identify opportunities, avoid surprises, and make tax-smart decisions before deadlines pass.
Business Advisory
Practical guidance to help you evaluate profitability, manage cash flow, plan investments, and prepare for growth.
Tax Preparation & Compliance
Accurate business and owner tax returns coordinated with the planning completed throughout the year.
Payroll Services
Accurate, on-time payroll processing that keeps your team paid and your business compliant — without the administrative headache.
Your accountant should help you prepare for what is ahead, not simply report what has already happened.
Guidance for Complex Financial Lives
We help individuals and families coordinate the many pieces of a complex tax situation.
Solutions for Individuals
Make informed tax decisions before the year is over.
Your tax return should confirm a plan, not be the first time you learn the result. By the time a return is filed, many opportunities to reduce taxes or prepare for the amount due have already passed.
Wick CPA & Advisory combines accurate tax preparation with proactive planning throughout the year. We take time to understand your income, investments, business interests, real estate, and long-term goals so we can identify planning opportunities and help you make tax-smart financial decisions.
Personal Tax Support That Looks Ahead
Individual Tax Preparation
Accurate federal and state tax returns prepared with careful attention to your complete financial picture.
Year-Round Tax Planning
Forward-looking projections and strategies designed to manage your tax liability and prevent avoidable surprises.
Investment & Compensation Tax Guidance
Planning for investment income, stock compensation, retirement distributions, and other complex sources of income.
Life Events & Long-Term Planning
Tax guidance for business sales, retirement, inheritance, charitable giving, and other significant financial decisions.
A better tax outcome begins before your return is filed.
Meet the Founder
David Wickenhauser
CPA, CFA, CFP®
David Wickenhauser is the Founder of Wick CPA & Advisory and a Certified Public Accountant with more than a decade of experience advising individuals, families, and business owners on complex financial matters. His approach emphasizes proactive tax planning, clear communication, and practical guidance that connects tax decisions with each client's personal and business goals. Before founding Wick, David held roles at Edward Jones, Moneta, and Argos Capital Partners. His experience in private wealth management and family office advisory included leading multidisciplinary teams and helping clients navigate tax strategy, business planning, estate planning, and generational wealth transfer. This background brings a broader financial perspective to his work in tax and accounting. David earned a bachelor's degree in economics from Southern Illinois University and an MBA from Lindenwood University. He is currently enrolled in a leadership program at Washington University. In addition to his CPA credential, he holds the CFA® designation and is a CFP® professional.
Expert CPA Guidance, Wherever You Are
Our secure, cloud-based approach lets us serve clients nationwide whether you are on the coast or in the heartland. Prefer to meet face-to-face? Come visit us at our Warrenton office.
