Collaborative Expertise, Accounting for Possibilities

More than accountants, we’re trusted advisors building your future, together.

OUR SERVICES

Dynamic, Lasting and Deliberate

From common to complex financial challenges, our comprehensive perspectives, planning and processes create lasting and deliberate solutions.

TAX SERVICES

Driving to a Thriving Future

Your situation is unique. Our specialities and tax solutions optimize timing, minimize burdens and analyze opportunities to maximize assets and earnings towards personal or business goals.

Learn MOre

ACCOUNTING SERVICES

Fulfilling Expectations and Goals

Accounting is often complex, but it doesn’t have to be hard. We collaborate with you, optimizing your accounting to align your finances towards your ideal outcomes.

Learn more

ATTESTATION SERVICES

Enhanced Credibility and Standards of Reliability

Decision making requires clarity and insight. Our industry and attestation specialists provide the necessary expertise for comprehensive analysis and understanding.

Learn More

EQUITY COMPENSATION

Strategies for Efficient Stock Compensation

Stock-based compensation attracts talent. Equity or share-based compensation incentivizes performance. But there are tax obligations and considerations. We work with businesses and employees to determine optimal strategies for effective equity compensation and capitalization.

Learn More

ESTATE PLANNING

Leaving Nothing to Chance

Accurate and informed estate planning is critical to preservation of assets and the minimization of tax obligations for beneficiaries. We coordinate and collaborate for customized estate plans that optimize outcomes.

LEARN MORE

OUR PROCESS

Effectiveness of Execution

Process drives our execution. We work collaboratively to provide clarity of expectations, outcomes, objectives and deliverables.

DISCOVERY

Discovery creates the baseline. We assess your needs, understand your present and uncover opportunities aligned to your ideal future.

PURPOSE

We align your purpose to meet your needs and facilitate your aspirations.

ANALYZE

We analyze and dynamically approach objectives to creatively, proactively and efficiently move your business forward.

COLLABORATE

We collaborate with you, as your unified team to align and coordinate resources that meet our discovered objectives and your expectations.

IMPLEMENT

Through long term collaborative engagements, we implement and track strategies for your lasting successes.

ABOUT US

Dedication, Collaboration and Thought Leadership

Our team collaborates to stay ahead of the complex needs of our diverse clients and the increasing technical expectations of our industry. For more than 75 years, clients have trusted Wheeler for their business and personal accounting needs.

CAREERS

Join Our Team

If you’re curious, willing to learn and seeking engaging opportunities with a diverse, progressive and collegial team of innovators in accounting and tax, consider our current careers and get in touch.