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.

RIGHT-SIZED

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.

TECH-SAVVY

Often times we can use technology to improve the accounting process. We put planning, tracking, reporting and paperless workflow to work for you.

ENERGETIC

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.

INFLUENCERS

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.

More about our

Right-Sized Culture.

More about our

Tech-Savvy Ways.

More about our

Energetic People.

More about our

Thought Leadership.

Expand Your World, Solve For Accounting

Accounting Possibilities

Educational Papers By Wheeler Accountants:

Know your Vacation Home Tax Rules Whitepaper

Get the 4 key steps to developing a vacation home tax strategy.

Guide to Financial Statement Services WhitePaper

Find out about Financial Statement Services including: Preparation, Compilation, Review, and Audit

“Debit This, Credit That”

Podcast

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”

Blog

Owing Back Taxes could Affect Passport Renewal

Starting in February 2018, individuals with “seriously delinquent tax debts” will be subject to a new set of provisions courtesy of the Fixing America’s Surface Transportation (FAST) Act, signed into law in December 2015. The FAST Act requires the...

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Employers: Beware of the Form W-2 Scam

The Form W-2 scam has emerged as one of the most dangerous phishing emails in the tax community. During the last two tax seasons, cybercriminals tricked payroll personnel or people with access to payroll information into disclosing sensitive information for entire...

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Five Tax Breaks that Survived Tax Reform

Recent tax reform legislation affected many provisions in the tax code. Many were modified, either permanently or temporarily, while some were repealed entirely. Here are five that survived. 1. Mortgage Interest Deduction While the House bill repealed the mortgage...

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Our Accounting Approach

Yes, we have processes to get you results, to solve challenges in personal tax planning and business planning.

SOLVE FOR

PERSONAL TAX

Personal Taxes, Trusts & Estate, and Family Office

SOLVE FOR

BUSINESS ACCOUNTING

Accounting, Taxes, and Assurance

HAVE QUESTIONS? NEED ANSWERS?

ASK WHEELER

We take your questions very seriously. We’ll help you “solve for your business and/or your financial life”.

9 + 10 =

Wheeler Accountants LLP - San Jose Office

1475 Saratoga Ave, Ste 100

San Jose, CA 95129

Tel. (408) 252.1800

Wheeler Accountants LLP - Watsonville Office

734 E Lake Ave # 12

Watsonville, CA 95076

Tel. (831) 726.8500

OUR ENERGETIC TEAM

Wheeler Team

WE’D LOVE TO CONNECT WITH YOU

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WE’D LOVE TO HEAR FROM YOU

San Jose Office

1475 Saratoga Ave, Ste 100

San Jose, CA 95129

Tel. (408) 252.1800

Watsonville Office

734 E Lake Ave # 12

Watsonville, CA 95076

Tel. (831) 726.8500