Wheeler is a well established accounting firm with exceptional breadth and depth. We are right-sized, tech-savvy, energetic, and leaders in personal and business accounting
Our approach is our own. We are not descendants of tired, limiting accounting approaches or limited possibilities.
You need an accounting firm that is right-sized to your needs.
Our firm is an ideal fit for individuals and small businesses looking for a relationship with a trusted advisor that can take them to the next level.
We have an intimate consultant/client culture. We work closely with every client to help them develop a long-term plan for minimizing tax and maximizing wealth.
We are accessible, responsive, and proactive.
Right-sized means we are a good fit for individuals with complex tax situations and businesses with up to $100MM in revenue.
We do not work well with large organizations nor do we want to become one. We enjoy the intimacy of our right-sized culture and our right-sized relationships with people like you and small and mid-sized companies like yours.