Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Wheeler Accountants has built a legacy of trust and expertise since 1950, serving clients across the Silicon Valley and beyond. Our collaborative approach combines decades of industry experience with innovative strategies to address complex financial challenges. We specialize in tax planning, accounting services, attestation, and estate planning, tailored to meet the unique needs of individuals, startups, and established enterprises. Our team of certified professionals prioritizes long-term relationships, delivering personalized solutions that align with clients' evolving goals. With a history of navigating economic and technological shifts, we remain committed to excellence through strategic mergers, continuous learning, and a client-first philosophy.Our services extend beyond traditional accounting to include fractional leadership, business valuations, and equity compensation strategies. We adhere to the highest standards of ethical practice, maintaining industry certifications and leveraging diverse perspectives to provide holistic financial guidance. Our collaborative process ensures clarity, transparency, and actionable insights at every stage of engagement. By focusing on innovation and adaptability, we empower clients to achieve lasting success in dynamic markets. Our dedication to community and professional development reinforces our position as trusted advisors for generations of clients.
Services
Tax Services
Accounting Services
Attestation Services
Estate Planning
Equity Compensation
Details
- Year established: 1950
Highlights and features
- We offer 75+ years of proven expertise in accounting and tax services
- Our client-centric approach prioritizes personalized, long-term financial solutions
- Certified professionals deliver specialized services across industries and complexities
- We combine innovative strategies with traditional accounting excellence
- Comprehensive service portfolio addresses tax, accounting, estate planning, and business advisory needs
Services
Tax Services
Our tax services combine strategic planning with compliance expertise to optimize financial outcomes. We specialize in individual and corporate tax preparation, international tax considerations, and complex financial scenarios for high-net-worth clients. Our approach focuses on minimizing liabilities while maximizing long-term financial growth through proactive planning and personalized guidance.
Accounting Services
We deliver comprehensive accounting solutions including financial statement analysis, audit preparation, and back-office support. Our services help businesses maintain accurate records, improve financial visibility, and make data-driven decisions. We specialize in adapting accounting processes to meet evolving regulatory requirements and technological advancements across various industries.
Attestation Services
Our attestation services ensure compliance with GAAP standards and regulatory requirements. We conduct financial statement reviews, forensic accounting engagements, and PCAOB-compliant audits. These services help organizations strengthen internal controls, enhance financial credibility, and maintain transparency with stakeholders through rigorous examination and reporting.
Estate Planning
We create customized estate plans that minimize tax burdens and ensure legacy preservation. Our services include trust creation, beneficiary designation strategies, and comprehensive wealth transfer planning. We coordinate with legal professionals to develop holistic solutions that protect assets and facilitate smooth transitions for future generations.
Equity Compensation
Our equity compensation specialists help businesses and employees navigate stock-based compensation plans. We provide guidance on RSUs, ISOs, and NSOs, including tax implications, exercise strategies, and compliance requirements. Our services help maximize compensation value while managing associated tax obligations effectively.
People
Matthew Wheeler
Tax and Leading Partner
Matthew Wheeler leads tax strategy initiatives with decades of experience in complex tax planning and business advisory services for high-net-worth individuals and corporations.
Angela Wamsley
Assurance & Advisory Partner
Angela Wamsley specializes in assurance services, providing audit coordination and financial reporting expertise to diverse clients across technology and professional services sectors.
Brian Kent
Tax Partner
Brian Kent focuses on corporate tax strategy and international tax compliance, helping businesses navigate complex cross-border financial regulations and optimization opportunities.
Dahleet Dittmer
Tax and International Partner
Dahleet Dittmer brings specialized expertise in international tax matters, assisting multinational corporations with compliance strategies and global financial planning.
Jaclyn Biancucci
Partner
Jaclyn Biancucci provides strategic advisory services, combining tax expertise with business operations insights to support growth-oriented clients in various industries.
Questions
What accounting services does Wheeler Accountants offer?
We provide tax planning, financial statement preparation, audit coordination, business valuations, and customized accounting solutions for individuals and businesses of all sizes.
How does Wheeler Accountants support business growth?
Our team offers strategic financial guidance, merger/acquisition accounting, fractional CFO services, and industry-specific expertise to help businesses navigate growth challenges.
What experience do your tax specialists have?
Our tax professionals hold CPA certifications and have decades of experience handling complex tax situations for high-earning individuals and corporations.
Do you serve specific industries?
We specialize in technology startups, real estate, agriculture, manufacturing, and professional services firms, with tailored solutions for each sector.
How do you approach estate planning?
Our estate planning services combine tax optimization strategies with legacy planning to preserve wealth and minimize tax obligations for beneficiaries.
