Tax Planning
Plans around personal and business financial goals.
Wheeler Accountants
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About Wheeler Accountants
Tax planning and preparation are central services, with work tailored to personal and business financial goals. The firm serves individuals, families, corporations, LLCs, nonprofits, trusts, and estates, and works with high-income earners and professionals. Services also include accounting, attestation, equity compensation strategies, and estate planning. Its tax work considers timing, obligations, opportunities, assets, and earnings. The process begins by assessing needs and identifying opportunities, then aligns objectives and implements strategies through ongoing collaboration. Wheeler Accountants has served clients' business and personal accounting needs for more than 75 years. The firm is based in San Jose.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax Preparation
Prepares individual tax returns and supports broader tax needs.
Equity Compensation
Develops strategies for stock-based compensation and capitalization.
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