Collaborative Expertise, Accounting for Possibilities
Developing Strategies for Sustainable Success
Wheeler Accountants, LLP has been a trusted partner for businesses and individuals in the Silicon Valley and beyond for over 75 years. We believe in creating success through collaborative and personalized solutions tailored to each client's unique circumstances.
Our Expertise and Services
We offer a comprehensive range of accounting, tax, and advisory services to address your diverse financial needs.
Tax Services
- Specialized tax planning and compliance for individuals and businesses
- Tax optimization strategies to maximize assets and minimize burdens
- Consulting on capital gains, deductions, and depreciation
Accounting Services
- Comprehensive accounting services for businesses of all sizes
- Implementation of robust accounting systems
- Financial reporting and analysis
Attestation Services
- Assurance and consulting services to enhance credibility and reliability
- Audits, reviews, and compilations tailored to your industry
- SOC 1 and ISO compliance assistance
Specialized Expertise
- Equity compensation consulting for efficient stock-based compensation plans
- Estate planning and asset preservation guidance
A Collaborative Approach
We believe in working closely with our clients to understand their unique goals and challenges. Our collaborative approach involves:
- Discovery: Understanding your needs and aspirations
- Purpose: Aligning our strategies with your vision
- Analyze: Dynamically approaching objectives to achieve success
- Collaborate: Working as a unified team to coordinate and implement solutions
- Implement: Tracking progress and optimizing results through ongoing engagement
A Legacy of Success
Founded in 1950, Wheeler Accountants, LLP has navigated numerous economic and technological changes, consistently delivering reliable and innovative solutions to our clients. We take pride in:
- Client-centric approach: Building strong relationships and prioritizing client needs
- Expertise in diverse industries: Serving a wide range of businesses and individuals
- Continuous innovation: Embracing new technologies and methodologies
- Community involvement: Dedicated to supporting the local business community
Join us on the path to financial success!
Discover how Wheeler Accountants, LLP can partner with you to achieve your financial goals and navigate the complexities of the ever-changing business landscape.
Disappointing Experiences
Some reviewers had a poor experience with Wheeler Accounting, expressing disappointment and frustration with the service they received. These individuals felt underwhelmed with the communication, accounting skills, and professionalism displayed by some members of the team. Several mentioned issues with responding to emails, providing accurate information, and being forthcoming with fees.
Positive Feedback
On the other hand, numerous reviewers had overwhelmingly positive experiences with Wheeler Accounting. Customers praised the tax professionals for their expertise, friendliness, and dedication. Many appreciated the personalized attention and guidance they received, which allowed them to optimize their tax situation and save money.
Satisfactory Service
A few reviewers explained their satisfaction with the services provided by Wheeler Accounting. They appreciated the thoroughness and timeliness of the tax preparation, as well as the accountants' ability to identify potential deductions and credits.
Be the first to review Wheeler Accountants.
Write a Review
