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

It’s a Girl!

Congratulations to Managing Partner, Matt Wheeler and his wife Jenny on the birth of their third child. Alexandra Mary Wheeler was born on November 7, 2017. She weighed 6 lbs 7 oz and was 19 inches long. Mom and baby are doing well. Sister, Samantha and brother, Devin...

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Wheeler Congratulates Nick Satterfield

  Congratulations to Nick Satterfield, Senior Accountant, who married his high school sweetheart, Shelby on Saturday, November 4th. The wedding took place in Burlingame, close to where Nick and Shelby’s families live. The event was filed with family and friends....

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Tax Cuts and Jobs Act Highlights

House Republicans released a sweeping overhaul tax plan on Thursday, November 2nd which includes a broad set of proposed changes to the corporate and individual tax system. Below is summary of major changes proposed.     New individual tax brackets Single...

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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”.

2 + 1 =

Wheeler Accounting

OUR ENERGETIC TEAM

Wheeler 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