Collaboration, Innovation, Success
At Wheeler Accountants, LLP, we pride ourselves on being more than just accountants. We are trusted advisors, collaborators, and innovators dedicated to helping our clients achieve their personal and business goals. Our team of experienced professionals has been providing top-notch tax, accounting, and advisory services to clients across the Silicon Valley and beyond for over 75 years.
Our Mission
Our mission is to create success through collaboration. We believe that long-term success is achieved by teams, not individuals. That's why we work closely with our clients to understand their unique needs and goals, and develop tailored solutions to help them achieve their aspirations. Our collaborative approach has allowed us to build lasting relationships with our clients, many of whom have been with us for decades.
Our Vision
Our vision is to be a firm of diverse and talented professionals united in delivering successful solutions for our clients, our staff, and our firm. We believe in continually developing our skills and expertise to stay ahead of the complex needs of our clients and the increasing technical expectations of our industry. We envision a future where our clients, staff, and firm thrive together, achieving greatness through collaboration and innovation.
Our History
Since 1950, Wheeler Accountants, LLP has been delivering quality tax, accounting, and advisory services to our clients. Our tradition of truly serving clients as a trusted advisor has inspired the firm's growth and persists to this day. We have had the pleasure of serving clients who initially worked with the firm's founder, Earl Foster, and we continue to serve clients who are shaping the future of the Silicon Valley and beyond.
Our Services
We offer a comprehensive range of services designed to help our clients achieve their personal and business goals. Our services include:
- Personal & Business Taxes: We provide expert tax planning, preparation, and representation services to individuals and businesses.
- Accounting Services: Our team of experienced accountants provides financial statement preparation, budgeting, forecasting, and financial analysis services.
- Attestation Services: We provide audit, review, and compilation services to help our clients achieve their financial reporting goals.
- RSU, NSO, ISO, QSBS: We specialize in equity compensation strategies and tax planning for startups, growing businesses, and established enterprises.
- Estate Planning: Our team of experienced estate planning professionals helps our clients develop customized estate plans that optimize outcomes and minimize tax obligations.
Our Process
Our collaborative process is designed to provide clarity, alignment, and effective execution. We work closely with our clients to understand their needs, goals, and aspirations, and develop tailored solutions to help them achieve success. Our process includes:
- Discovery: We assess our clients' needs and goals, and uncover opportunities for improvement.
- Purpose: We align our clients' purpose with their goals and facilitate their aspirations.
- Analyze: We analyze and approach objectives creatively, proactively, and efficiently to move our clients' businesses forward.
- Collaborate: We collaborate with our clients to align and coordinate resources that meet their objectives and expectations.
- Implement: We implement and track strategies for our clients' lasting successes.
Summary of Reviews
Wheeler Accounting Firm: A Mixed Bag of Experiences
The reviews of Wheeler Accounting Firm are a mix of positive and negative experiences. Some clients have had excellent experiences with the firm, praising their professionalism, expertise, and excellent service. On the other hand, some clients have had poor experiences, citing unresponsiveness, incompetence, and inaccurate work.
Positive Experiences
Many clients have praised the firm for their expertise, professionalism, and excellent service. They have commended the firm's ability to point out significant deductions, provide excellent communication, and deliver high-quality work. Some clients have been with the firm for over 30 years and have consistently received excellent service.
Negative Experiences
Some clients have had poor experiences with the firm, citing unresponsiveness, incompetence, and inaccurate work. They have reported that the firm did not return emails, made mistakes in tax returns, and provided poor communication. Some clients have even reported being dropped as clients without notice.
Areas for Improvement
The firm could improve by addressing the concerns of unresponsiveness and incompetence. They should ensure that all clients receive excellent communication and accurate work. Additionally, they should improve their process for handling client interactions to prevent misunderstandings and disagreements.
