Our “solve for accounting” approach challenges the stereotype that accounting is linear and limited. Our approach is dynamic and full of possibilities for you and your business.
What Challenge Can Wheeler Help You Solve?
Wheeler is a well established accounting firm with exceptional breadth and depth. We are right-sized, tech-savvy, energetic, and leaders in personal and business accounting.
Your accounting firm should be the right-size for your needs. Small firms don’t have big advice. Large firms are not going to be focused on the details that matter most to you.
Often times we can use technology to improve the accounting process. We put planning, tracking, reporting and paperless workflow to work for you.
We are passionate accountants. We live for using accounting to solve real challenges people and businesses face. And we frequently find solutions to problems you didn’t know existed.
When we share our ideas with people and businesses, we invite conversations and thinking that revolves around possibilities, the mindset needed to advance business solutions.
Expand Your World, Solve For Accounting
Educational Papers By Wheeler Accountants:
Get the 4 key steps to developing a vacation home tax strategy.
Find out about Financial Statement Services including: Preparation, Compilation, Review, and Audit
“Debit This, Credit That”
In this podcast we discuss how to solve accounting challenges in both your personal life and your business. We take an energetic, tech-savvy approach to solving accounting challenges that steal your focus and time.
“Debit This, Credit That”
On September 12, our office manager, Linda Lloyd, watched her son, Daniel, a Lifeguard for the City of Santa Cruz, receive a Fire Chief’s Commendation from the Santa Cruz Fire Department for his quick response that saved a life last summer. In August 2016 at Capitola...read more
While The IRS, state tax agencies and numerous people in the tax and accounting industry are working together to warn tax professionals and their clients about phishing scams, they are still all too common. Here’s what you need to know about the two most recent...read more
More than half of Millennials and Gen Xers have already or are planning to, withdraw money from their retirement plans to cover unexpected expenses such as medical bills, educational expenses, or buying a house, according to a recent PwC Employee Financial Wellness...read more
Our Accounting Approach
Yes, we have processes to get you results, to solve challenges in personal tax planning and business planning.
Personal Taxes, Trusts & Estate, and Family Office
Accounting, Taxes, and Assurance
HAVE QUESTIONS? NEED ANSWERS?
We take your questions very seriously. We’ll help you “solve for your business and/or your financial life”.
OUR ENERGETIC TEAM
WE’D LOVE TO CONNECT WITH YOU
WE’D LOVE TO HEAR FROM YOU
WHEELER ACCOUNTANTS, LLP
1475 Saratoga Ave, Ste 100
San Jose, CA 95129
Tel. (408) 252.1800