WWRE

What WWRE does

Wiltshire, Whitley, Richardson & English, P.A. (WWRE) is a private, full-service CPA firm headquartered in Fort Myers, Florida, with a satellite office in Bonita Springs. Founded in 1989 by four former Coopers & Lybrand partners — Warren B. Wiltshire Jr., Steven R. Whitley, Robert G. Richardson, and Joseph C. English — the firm has operated continuously for over 35 years serving individuals and businesses across Southwest Florida. Its four practice lines are Tax Services (preparation, planning, IRS audit representation for corporations, partnerships, non-profits, estates and trusts, and individuals), Audit and Assurance (audits, reviews, compilations, agreed-upon procedures, and employee benefit plan audits), Accounting and Bookkeeping (including QuickBooks support, financial statement preparation, and payroll), and Fiduciary Accounting (trust accounting under Florida Statutes).

The firm is structured as a Professional Association (P.A.) and operates a relationship-driven, sales-led B2B professional services motion, with no public pricing; engagements are quoted based on scope and complexity and tend to be multi-year. Underlying technology is industry-standard rather than proprietary: CCH Axcess and ProSystem fx products (Engagement, Tax, Workstream, Practice, Fixed Assets, and Document) plus Thomson Reuters Checkpoint research aids. Client-facing assets include a financial calculators library on the firm website, an online bill pay portal (Credit Card, ACH, PayPal), and an integrated NetLinksolution online payroll product.

WWRE concentrates on four industry verticals — Medical/Healthcare, Real Estate/Construction, Agriculture, and Automotive — supplemented by individual tax and estate planning engagements. The firm explicitly avoids cross-selling investment or insurance products and does not seat partners on boards of lending institutions or RIAs, positioning itself as an independent advice provider. The current team comprises five shareholders (Brad A. Shipley as President, Cynthia M. Hawkins as Vice President, Jack C. Pohlman as Treasurer, Joseph L. D'Ambrosio as Secretary, and Jason T. Smith, admitted January 2026), four founding partners, former shareholder William B. Wiltshire, and a roster of CPAs and support staff consistent with a firm in the 11-50 employee range.

Name

WWRE

Legal name

Wiltshire, Whitley, Richardson & English, P.A.

Website

https://wwrecpa.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

WWRE (Wiltshire, Whitley, Richardson & English, P.A.) is a Fort Myers, Florida-based CPA firm founded in 1989 providing tax, audit, accounting, and fiduciary services to individuals, businesses, and trustees across the Medical, Real Estate/Construction, Agriculture, and Automotive verticals in Southwest Florida.

Ownership category

akta.pro rank

Headquarters

HQ city

Fort Myers

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Services: Tax preparation and planning services for individuals, corporations, partnerships, non-profits, multi-state filings, estate and trusts, and IRS audit representation.
2. Audit and Assurance: Complete audit services including audits, reviews, compilations, agreed-upon procedures, employee benefit plan audits, and non-profit audits providing financial statement assurance.
3. Accounting and Bookkeeping: Accounting, bookkeeping, QuickBooks services, financial statement preparation, payroll services, and sales/use tax services.
4. Fiduciary Accounting: Trust accounting services in accordance with Florida Statutes for trustees, including annual trust accountings, cash activity records, property transfer records, and asset valuations.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

WWRE is a full-service accounting firm delivering tax preparation and planning, audit and assurance, accounting and bookkeeping, and fiduciary accounting services to individuals and business clients in Southwest Florida. The firm combines CPA expertise with industry specialization across medical, real estate/construction, agriculture, and automotive sectors, supported by CCH Axcess and Thomson Reuters ProSystem fx tools.

Product overview

WWRE is a full-service accounting firm offering a unified suite of professional services rather than a software product. The core offerings include Accounting Services, Audit and Assurance, Fiduciary Accounting, and Tax Services. These services are delivered through experienced CPAs and supported by financial planning tools. The firm serves both individual and business clients across Southwest Florida, with specialized industry expertise in medical, real estate/construction, agriculture, and automotive sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services
• Audit and Assurance
• Fiduciary Accounting
• Tax Services

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Wiltshire-Whitley-Richardson-English-CPAs-151271911623333

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WWRE