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

Extended Family Spotlight – Daniel Lloyd

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...

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Scam Alerts: Hurricane Charities and Ransomware

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...

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Avoiding Penalties on Early Withdrawals from IRAs

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...

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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”.

3 + 4 =

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