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Collaborating Across California and Beyond

From the humblest of beginnings in the Santa Clara Valley to accounting solutions for world-changing startups, real estate ventures and businesses across the Golden State, we build lasting relationships with you.

Collaborative Innovation Where You Need It

If you’re seeking a dedicated, collaborative and innovative team, a long-term partner for business or personal tax and accounting needs, we’d welcome hearing from you.
OFFICE LOCATION

San Jose Office

PROSPECT FORM

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FAQS

We commonly field questions from clients, potential clients and businesses about our perspectives, approaches and service offerings and have compiled a few of these here.

General Questions

We’re more than tax preparers and accountants; we’re partners in your financial life. We provide a range of services from tax planning, preparation and filing to property and estate tax planning for individuals, families, executives, high-earners, non-profit, not-for-profits, SMBs and consultants. Visit our services section for more details on our offerings or contact us for a consultation.
Individuals and business clients in the Santa Clara Valley and beyond have relied upon Wheeler for innovating and lasting accounting expertise since 1950.
Our clients value the long-term perspectives, lasting relationships and the consistency of services we provide. We work with individuals, families and businesses of all types, sizes and degrees of financial complexity, providing a diversity of experience and expertise for meaningful, lasting accounting relationships and tax partnerships.
Wheeler Accountants, LLP is a member of the Private Companies Practice Section (PCPS) and Government Audit Quality Center (GAQC) of the American Institute of Certified Public Accountants (AICPA). In conjunction with these memberships, our firm has an outside peer review of our quality control procedures every three years. These reviews include a broad spectrum of engagements. We have consistently received the highest ratings in our peer reviews. Many of our accounting and tax specialists are certified by the California State Society of Certified Public Accountants the American Institute of Certified Public Accountants, the Construction Finance Management Association and the National Association of Certified Valuation Analysts. Please review our team bios for specific qualifications or contact us for more details.
We recognize the importance of security and provide our clients access to a controlled, password-protected portal to securely transmit sensitive documents and files. If you are an existing Wheeler client, contact us for details on how to obtain or update login information and access your secure document directory.
Trust is a cornerstone of our professional relationships. We take the confidentiality and security of client data very seriously, protecting sensitive documents with the range of available encryption technology, data handling best practices, secure physical storage and access controls. Our staff undergoes regular training on data protection and protocols and are up to date on all regulations regarding data protection and compliance. In addition, we provide clients with a secure portal for the transmission of sensitive information which is regularly monitored for and audited for assurance.

Personal Accounting Services

We would be delighted to assist you with personal taxes and accounting services. Contact us for an assessment and to get started.
We work as tax and accounting partners to clients, providing a range of financial services as needed to facilitate lasting value and long term success. Our specialist can offer a range of advice and resources for wealth management and financial planning needs with a specific awareness of tax and tax implications.
As estates and retirement strategies have numerous tax implications, our tax specialists can provide detailed insights into estates, trusts and retirement planning strategies.
Optimizing your tax liability is one of our core specialities. Our specialists employ approaches and solutions tailored to optimize your timing, minimize your tax burdens and uncover opportunities that maximize assets and earnings towards specific personal or business goals. Contact us for a consultation and we’ll uncover a tax optimization strategy for you.

Business Accounting Services

We offer a wide range of operations and business accounting services including back-office accounting, accounts receivable, accounts payable, budgeting, forecasting and payroll processing. As financial partners, we’re always looking for ways to improve your processes and can assist you in the strategic implementation and training for software solutions to streamline your operations. If your business has accounting and tax needs, including bookkeeping services, contact us to arrange a consultation to evaluate how we can best be of service.
We provide a range of tax planning, preparation and analysis for businesses of all sizes. From corporate tax planning and preparation to payroll, property, sales and specialty use taxes our finance and tax specialists provide you the confidence and informed perspectives and strategies to uncover optimized tax benefits and see your business thrive.
We are trusted partners and process-oriented advisors dedicated to your continued success. Our team of finance and tax specialists are highly skilled and experienced in audit preparation, coordination and analysis. Our collaborative auditing specialists can readily identify deficiencies, clarify best practices and ensure compliance to the highest operational standards and quality controls.
Our team of specialists provide dynamic solutions for all of your business operation needs including budgets, forecasting, analysis and projections. You can contact us to arrange a consultation with a specialist or team specifically aligned to your business needs.
Operating since 1950 in the Santa Clara Valley and beyond, we’ve been involved in numerous business mergers, acquisitions and sales of differing sizes and across industries. We can conduct comprehensive business valuations and assist with all aspects surrounding each stage of a merger, acquisition or sale.
More than insights and expertise, our team provides you the right services and right solutions at the right times with the right people. We know the value of strategic and insightful accounting solutions for growing and established businesses. We offer a range of strategies and resources to enhance the profitability and improve the efficiency of businesses of any size. Our collaborative solutions are designed to address your critical accounting and tax needs now and well into the future.

Attestation Services for Other Accountants

Our licensed, certified public accountants provide attestation services including financial statement reviews, examinations of prospective financial information, engagements performed pursuant to PCAOB, compiled financial statements and financial forensics services. We apply the latest Generally Accepted Accounting Principles, the commonly followed rules, standards and requirements as adopted by the U.S. Securities and Exchange Commission.

Firms seeking peer reviews are urged to engage firms of similar insight and practices to ensure the highest overall audit and review quality. Wheeler’s focus and experience resides mostly in peer reviews for small accounting firms and sole proprietors. Our attestation criteria are designed to elevate operations and provide insights for the implementation of industry best practices for increased operational efficiency, effectiveness and enhanced trust.
For certain subject matter, specific attestation standards have been developed to provide additional requirements for engagement performance and reporting. Our team of licensed Certified Public Accountants are highly skilled and experienced with the AICPA Peer Review process. Contact us to discuss the process for our attestation engagements.
Wheeler maintains a team of tax and accounting specialists versed in, actively engaging and up to date with the latest compliance standards and established regulations across industries. Our specialists work collaboratively to readily identify deficiencies which would result in scrutiny, penalties or legal action.
Our fees vary based on the requirements and complexity of the attestation services and specifics. Contact our skilled, licensed CPAs to discuss whether Wheeler is a good fit for your particular attestation needs. We can further discuss requirements and process and clarify fees and expectations at that time.
We are obligated under the AICPA Code of Professional Conduct, in the performance of any service, to maintain objectivity and integrity, be free of conflicts of interest and not knowingly misrepresent facts. If a conflict of interest or potential conflict of interest exists, we will disclose the conflict or potential conflict and confer with clients to this effect in order to ensure the highest quality standards and objectivity possible.
Wheeler specializes in attestation services for sole-proprietors and small accounting firms. We do maintain expertise in other areas of standards and compliance but would urge you to find professionals with the technical expertise, training and certifications to perform audits for the compliance related to security, operations, protected data and privacy concerns.

“A Best Accounting Firm” – Find Out Why

Far from ordinary, our collegial, fast-paced and innovative firm is consistently named one of the “Best Accounting Firms to Work For,” by Accounting Today, for good reason.