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

Standard Mileage Rates for 2018

Beginning on January 1, 2018, the standard mileage rates for the use of a car, van, pickup or panel truck are: 54.5 cents for every mile of business travel driven, up 1 cent from the rate for 2017. 18 cents per mile driven for medical or moving purposes, up 1 cent...

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Choosing a Business Entity

When you decide to start a business, one of the most important decisions you’ll need to make is choosing a business entity. It’s a decision that impacts many things–from the amount of taxes you pay to how much paperwork you have to deal with and what...

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Important Tax Changes for 2018

As the New Year rolls around, it’s always a sure bet that there will be changes to current tax law and 2018 is no different now that many of the tax provisions pursuant to the Tax Cuts and Jobs Act of 2017 (TCJA) are in full effect. From health savings accounts...

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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”.

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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