Nick joined Wheeler in June of 2014 as an Intern, advancing to the role of Tax Manager in January 2020. Nick specializes in individual and small business tax and accounting services and particularly enjoys working closely with clients to provide refined and tax efficient strategies. In addition to tax preparation services he works with clients on various tax planning subjects including, equity compensation, real estate investments and retirement planning.
Nick graduated from Santa Clara University with a Bachelor of Sciences degree in Accounting and is working towards a Masters of Science in Taxation with Golden Gate University.
Outside the office Nick enjoys golf and spending time with his wife and son.