Services

We Solve for Accounting.

We approach accounting as an opportunity for better outcomes. You help define better which could be lower taxes, greater efficiency, clearer outcomes, enhanced profit, or a plan for success.

What drives your life and business drives us – the need to be better and smarter so you can enjoy the ride.

Our fundamental focus is to help you develop a long-term tax strategy to minimize your lifetime tax burden. Helping you solve your tax compliance questions and concerns and optimizing your tax preparation and planning is part of the standard process. The IRS is constantly stepping up their audit efforts. Most taxpayers don’t know their rights and don’t have a long-term tax strategy in place to take advantage of the deductions legally available to them.

We’ll help you develop a long-term tax strategy and to understand your rights and responsibilities with federal, state and local tax authorities. DO NOT proceed without professional guidance. We have extensive experience representing individuals and organizations when tax compliance is questioned by governing authorities. Proper planning is key to a successful outcome.

We provide simple and complex tax planning and compliance services from personal to corporate, local to international.

We help:

  • Solve for Tax.
  • Develop a long-term tax strategy
  • Address tax compliance questions and concerns.
  • Generate and execute a customized tax plan.
  • Identify possible tax deductions and credits for federal, state, local and international purposes.
  • Optimize the timing of your deductions.
  • Analyze opportunities to achieve goals that matter to you.
  • Preserve assets now and for generations to come.
  • Resolve IRS and other tax authority audits.

We work with:

  • Individuals
  • Estates
  • Trusts
  • S Corporations
  • C Corporations
  • Partnerships
  • Limited Liability Companies
  • Nonprofits

 

In business and life, process drives success. Process drives us, and our relationship with you. Process establishes the track we follow to best serve your needs, to ask the right questions at the right time, and to keep us on track towards fulfilling your expectations and goals.

We view Accounting as more than a necessary back office function. Accounting is just the first important strategic step for organizations small and large towards implementing a broader growth strategy. Most small to medium sized organizations don’t have the people power and resources to effectively track, apply and implement these important financial processes.

We’ll help you gain perspective and provide the financial information necessary to make smarter choices. We serve as your advisory board to help you make the right decisions to propel your business to the next level.

We help:

  • Solve for Accounting.
  • Business Advisory
  • Budgeting and Forecasting
  • Family Office
  • Financial Statements
  • Audit Preparation
  • Transaction Advisory
  • Pre and Post Merger Accounting
  • Accounting Software Implementation
  • Business Valuations
  • Litigation Support
  • Trust Accountings
  • Merger and Acquisitions

 

In business and life, process drives success. Process drives us, and our relationship with you. Process establishes the track we follow to best serve your needs, to ask the right questions at the right time, and to keep us on track towards fulfilling your expectations and goals.

 

We specialize in attest services for start-ups, mid-growth technology, construction and manufacturing companies as well as non-profits.

We apply Accounting Principles Generally Accepted in the United States of America (GAAP) to your financial statements to ensure you meet the accepted standards.

We help:

  • Solve for Assurance.
  • Review your financial and accounting processes for efficiency.
  • Bring Big-4 accounting experience to you at more reasonable rates. We don’t send interns to get $200 cups of coffee.

We provide:

  • Financial Statement Audits – We obtain reasonable assurance (high) about whether the financial statements are free of material misstatement.
  • Financial Statement Reviews – We obtain limited assurance that there are no material modifications that should be made to the financial statements.
  • Compiled Financial Statement – We do not obtain any assurance that there are no material modifications that should be made to the financial statements.
  • Agreed Upon Procedures – We perform procedures of an audit nature to which we have agreed to perform and provide a report.
  • Forensic Services

 

Peer Review

Selecting a peer reviewer for your CPA firm is critical.

Your peer reviewer should be experienced in the same assurance areas you’re delivering. They should also share similar insights and best practices that will improve your audit processes and enhance your overall audit quality.

At Wheeler, we are highly experienced with the AICPA Peer Review Program and specialize in Peer Review for sole proprietors and small accounting firms. We are able to bring our attest experience to you to improve your practice.

We help:

  • Solve for Peer Review.
  • Enhance assurance services effectiveness and efficiency.
  • Benchmark other firms and best practices.
  • Efficiently complete peer review processes.

We provide:

  • System Reviews
  • Engagement Reviews
  • Quality Control and Consulting

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We take your questions very seriously. We’ll help you “solve for your business and/or your financial life”.

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San Jose Office

1475 Saratoga Ave, Ste 100

San Jose, CA 95129

Tel. (408) 252.1800

Watsonville Office

734 E Lake Ave # 12

Watsonville, CA 95076

Tel. (831) 726.8500