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.
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...read more
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...read more
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...read more
HAVE QUESTIONS? NEED ANSWERS?
We take your questions very seriously. We’ll help you “solve for your business and/or your financial life”.
OUR ENERGETIC TEAM
WE’D LOVE TO CONNECT WITH YOU
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WE’D LOVE TO HEAR FROM YOU
San Jose Office
1475 Saratoga Ave, Ste 100
San Jose, CA 95129
Tel. (408) 252.1800
734 E Lake Ave # 12
Watsonville, CA 95076
Tel. (831) 726.8500