Why Us

The Wheeler Difference

Our approach is our own. We are not descendants of tired, limiting accounting approaches or limited possibilities.

OUR RIGHT-SIZED CULTURE

You need an accounting firm that is right-sized to your needs.

Our firm is an ideal fit for individuals and small businesses looking for a relationship with a trusted advisor that can take them to the next level.

We have an intimate consultant/client culture. We work closely with every client to help them develop a long-term plan for minimizing tax and maximizing wealth.

We are accessible, responsive, and proactive.

Right-sized means we are a good fit for individuals with complex tax situations and businesses with up to $100MM in revenue.

We do not work well with large organizations nor do we want to become one. We enjoy the intimacy of our right-sized culture and our right-sized relationships with people like you and small and mid-sized companies like yours.

OUR ENERGETIC PEOPLE

“The quickest way to become an old dog is to stop learning new tricks.”
– John Rooney

We employ an energetic team of professionals working in roles they enjoy and get excited about.

Our professionals believe in lifelong learning and developing skills and techniques which we can share with you as our client.

OUR TECH-SAVVY WAYS

We leverage technology whenever it makes sense, and it frequently does for our clients and us.

Our business accountants will help you review your processes and determine which solutions are right for you, using technology where it makes sense. We help make technology work for you.

OUR THOUGHT LEADERSHIP

We prefer to share our ideas on accounting and bring big firm ideas to you and your business. Every situation and fact pattern is unique. Accounting has possibilities and when we view it as such, a dynamic medium versus a set rule, we can look at your accounting in a new light – a favorable light.

We regularly share our insights on our blog, and in our podcast which are both summarized in our monthly newsletter.

Owing Back Taxes could Affect Passport Renewal

Starting in February 2018, individuals with “seriously delinquent tax debts” will be subject to a new set of provisions courtesy of the Fixing America’s Surface Transportation (FAST) Act, signed into law in December 2015. The FAST Act requires the...

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Employers: Beware of the Form W-2 Scam

The Form W-2 scam has emerged as one of the most dangerous phishing emails in the tax community. During the last two tax seasons, cybercriminals tricked payroll personnel or people with access to payroll information into disclosing sensitive information for entire...

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Five Tax Breaks that Survived Tax Reform

Five Tax Breaks that Survived Tax Reform

Recent tax reform legislation affected many provisions in the tax code. Many were modified, either permanently or temporarily, while some were repealed entirely. Here are five that survived. 1. Mortgage Interest Deduction While the House bill repealed the mortgage...

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HAVE QUESTIONS? NEED ANSWERS?

ASK WHEELER

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

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OUR ENERGETIC TEAM

Wheeler Team

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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