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ProfitWise CPA

ProfitWise CPA

Reviews Summary

David is highly recommended for tax and accounting services, praised for his deep knowledge, patience, and ability to simplify complex tax matters. Clients appreciate his professionalism, friendly demeanor, and proactive approach, often noting stress-free experiences and customized solutions. His thoroughness, clear communication, and dedication to client needs make him a trusted advisor for both personal and business finances. Many highlight his integrity, prompt responses, and ability to deliver tailored strategies, ensuring long-term satisfaction.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Healthcare
Professional Services
QuickBooks

Contact Information

Address

2090 Jolly Rd Ste 125

Okemos, Michigan 48864

Visit Website Call Now Get Directions

Hours

Monday 8AM-5:30PM
Tuesday 8AM-5:30PM
Wednesday 8AM-5:30PM
Thursday 8AM-5:30PM
Friday 8AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

To start out David is extremely friendly and professional. David prepared my taxes quickly and efficiently, and made sure everything and anything from my end was not overlooked. I highly recommend david as he is extremely knowledgable when it comes to taxes. I will exclusively be using david from now on for my personal taxes and for my businesses. I wish I would have been using him for the past decade as I?ve never had a more stress free and streamlined experience with my taxes as I did with David.

David and his team are very knowledgeable and professional. He handles his clients situations like their his own and knows communication is key. Can't thank him enough for all his hard work.

I have worked with David for over 3 years and can't recommend him more. David is on my speed dial. He helped me understand the financial needs of my practice - sometime adjusted based on my personal financial needs - and offered customized solutions. We saved hours of work and money working with David. Highly recommended dental CPA.

I highly recommend David for any tax and accounting questions. Not only is he very knowledgeable and thorough, but he is also very patient. David is willing to break down the different tax rules or credits into layman's terms and provide detailed instructions on future steps. His affable demeanor helps to turn the confusing or stressful world of taxes into a positive experience with top notch customer service. He is also the tallest accountant that I have ever seen!

I highly recommend David Oesterle for tax and accounting work. I have known David for years and he has the highest degree of integrity, diligence and knowledge. Great background - highly client focused to do a fantastic job for you in tax and accounting matters.

I was looking for a CPA with a proactive approach and that is when David came recommended and I am happy that I made the switch. He has the knowledge and will guide you well on the financial decisions. He is kind and makes the time to answer my questions. I highly recommend him!

As a business owner myself, I know how difficult it is to find qualified and reliable tax and accounting expertise and support. David Oesterle can fill that need for your business (like mine). In addition, as is often the case, he?s able to handle the personal side of things for an overall coordinated tax strategy.

David helped a lot and answered detailed questions I had about finances.

David has been a friend and colleague for a while now and I would recommend his services! Don?t think you can find a harder worker or someone who will take the time to take care of you.

David takes the time to understand your individual situation and delivers excellent advice, prompt responses, and quality work.

David is a great man and runs an incredible firm!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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