Frank joined Wheeler as a Senior Tax Specialist in 2015. He specializes in individual taxation and tax planning and is experienced in fiduciary, partnership, corporate, not-for-profit organizations, estate and gift taxation, as well as IRS representation and business consulting.
A graduate of San Jose State University, Frank began his career with Wallis, Snyder & Company in San Jose, CA, before moving on to Ireland, San Filippo and Company, then Greenstein, Rogoff, Olsen & Company, both in Palo Alto, CA. He serviced a broad range of clients, including high net-worth individuals, trusts, not-for-profit partnerships and corporate entities. He began his own practice, while also working for a couple of not-for-profit organizations and a variety of CPA firms in the San Jose area.
Frank has been happily married for over 30 years and has three children. When not busy helping the firm’s clients save money, Frank enjoys spending time with his family and playing racquetball.