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Matthew Wheeler, CPA

Tax and Managing Partner

Matthew joined the firm as a Partner in 2007. Matthew specializes in individual and business taxation, with an emphasis on taxation of equity compensation and tax planning for high-net worth individuals and closely held businesses.

A graduate of the University of California at Santa Barbara, Matthew began his career with Mokros & Associates in Montecito, CA before moving on to Harb, Levy, & Weiland, LLP in San Francisco. While at Harb, Levy, & Weiland he was part of the small business and high-net worth individuals group in addition to assisting the firm’s Hedge Fund department by providing tax services to the firm’s hedge fund management company clients and their owners. Matthew also received his Masters in Taxation from Golden Gate University in 2008.

Co-captain of the men’s swim team at UCSB in 2004, Matthew is a two-time Big West Swimmer of the Year. He competed at the US Olympic Trials in Swimming in 2000.

In addition to helping clients save money and build wealth, Matthew enjoys spending time with his wife and three small children, swimming and enjoying the outdoors.