Director of Tax & Accounting
Since he was 17 years old, Bill has had a passion for tax and accounting work (seriously). Over that 40+ year career he has developed experience across a wide range of industries and subject matters including tax work both for non-profit and for-profit businesses, trusts, estates and high net worth individuals. In 2019, Bill relocated his firm, WDH & Associates, LLC inside the offices of Fairhaven Wealth Management, LLC. WDH & Fairhaven have long-held mutual client relationships. Physically locating in the same office was a natural progression in further elevating their shared client experience.
A lifelong Chicagoan, Bill is an Enrolled Agent (EA) having earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (source: www.irs.gov)
Outside of the office, Bill competes in Spartan races and enjoys the outdoors while remaining in search of the perfectly mowed lawn. When not spending time with their three children, Bill and his wife enjoy defending their Co-ed Cornhole Championship.
*WDH & Associates, Inc. and Fairhaven Wealth Management, LLC are unrelated entities*