Jennifer joined Wheeler in 2002 and serves as a Senior Tax Specialist of individual and estate and trust taxation services. She has over 23 years of experience helping serve the accounting and tax needs of clients.
Jennifer’s accounting career started in private industry at a small construction company in her hometown of Santa Clara, CA. In 1993, Jennifer transitioned to a boutique bookkeeping and tax service before joining the firm of Keith D. Plottel, CPA in 1999. In 2002, Keith merged his practice with Wheeler where Jennifer has continued to expand her client base and handle a wide variety of tax and accounting issues.
A graduate of the University of Phoenix, Jennifer holds a Bachelor’s degree in Accounting and received her Enrolled Agent (EA) certification from the IRS in 2010.
Jennifer specializes in working with high net worth individuals and estate and trust taxation and administration. In addition to taxation services, Jennifer assists her clients with trust accountings, IRS audit representation, bookkeeping and a variety of consulting services.
When away from work, Jennifer enjoys time with her family and friends, boating, watching movies, enjoying a good read or volunteering at various local non-profit organizations.