Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Santa Clara
For over 75 years, Wheeler Accountants has served as a trusted advisor to businesses and individuals, delivering innovative accounting, tax, and advisory solutions. Our collaborative approach combines decades of industry expertise with cutting-edge strategies to address both common and complex financial challenges. We specialize in tax planning, accounting services, attestation, equity compensation strategies, and estate planning, tailored to meet the unique needs of high-income earners, executives, startups, and established enterprises.Our team of certified professionals adheres to the highest standards of excellence, maintaining industry certifications and leveraging a holistic, client-centric methodology. With a legacy of service since 1950, we continue to evolve alongside our clients, providing dynamic, lasting solutions that align with their financial goals and adapt to changing economic landscapes.
Services
Tax Services
Accounting Services
Attestation Services
Equity Compensation
Estate Planning
Details
- Year established: 1950
Highlights and features
- We offer 75+ years of experience in accounting and tax services.
- Our team includes certified public accountants and industry specialists.
- We provide customized solutions for complex financial scenarios.
- Our collaborative approach ensures alignment with client goals.
- We serve diverse industries, including technology and real estate.
Services
Tax Services
Our tax services optimize returns and minimize obligations through strategic planning tailored to individuals and businesses. We specialize in estate taxes, international tax compliance, and resolution of complex tax issues. With licensed professionals, we ensure adherence to evolving regulations while maximizing asset preservation for high earners and corporations.
Accounting Services
We provide comprehensive accounting solutions, including financial statement analysis, audit preparation, and back-office support. Our team assists businesses with budgeting, forecasting, and software implementation, ensuring accurate financial management. Services cater to startups, mid-sized companies, and established enterprises requiring fractional CFO support or mergers and acquisitions accounting.
Estate Planning
Our estate planning services focus on minimizing tax burdens and preserving assets for beneficiaries. We create customized plans incorporating trusts, charitable giving, and beneficiary designations. Clients receive guidance on legal responsibilities and long-term strategies to maximize estate value while aligning with family and financial goals.
Equity Compensation
We help businesses and employees navigate equity compensation structures, including RSUs, ISOs, and NSOs. Our experts clarify tax implications, optimize withholding strategies, and advise on timing for stock options. Services support startups and corporations in designing incentive programs that align with financial objectives and regulatory requirements.
Attestation Services
Our attestation services include financial statement reviews, audits, and compliance assessments under GAAP standards. We evaluate internal controls to reduce fraud risks and ensure operational efficiency. Clients receive detailed documentation of findings, supporting regulatory compliance and informed decision-making for businesses and organizations.
People
Matthew Wheeler
Tax and Leading Partner
Matthew Wheeler is a certified public accountant and tax partner with expertise in strategic tax planning and client advisory services. He leads Wheeler Accountants' efforts to deliver innovative solutions for complex financial scenarios.
Angela Wamsley
Assurance & Advisory Partner
Angela Wamsley specializes in assurance and advisory services, providing clients with comprehensive accounting insights and compliance strategies. Her focus areas include audit coordination and financial reporting for mid-sized enterprises.
Brian Kent
Tax Partner
Brian Kent is a tax partner with extensive experience in corporate taxation and international tax compliance. He advises businesses on optimizing tax strategies and navigating cross-border financial regulations.
Dahleet Dittmer
Tax and International Partner
Dahleet Dittmer focuses on international tax matters, assisting multinational clients with compliance and strategic planning. Her expertise includes cross-border transactions and global tax optimization for businesses.
Jaclyn Biancucci
Partner
Jaclyn Biancucci is a partner specializing in tax and accounting services for technology startups and growth-oriented businesses. She provides strategic guidance on financial operations and tax-efficient growth strategies.
Questions
What accounting services does Wheeler Accountants offer?
We provide tax planning, financial accounting, estate planning, equity compensation strategies, and attestation services tailored to individuals and businesses.
How long has Wheeler Accountants been in business?
Wheeler Accountants has served clients since 1950, offering over 75 years of expertise in accounting and tax advisory services.
What industries does Wheeler Accountants specialize in?
We specialize in serving technology startups, real estate, agriculture, manufacturing, and professional services firms across the Silicon Valley and beyond.
Do you offer personalized tax planning for high-income earners?
Yes, we provide customized tax planning solutions for high-income individuals, executives, and families with complex financial needs.
