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Accounting and Tax services for small and closely held businesses, Estate and trust tax and account services, tax planning.
Matt is the Managing Partner of Wheeler Accountants LLP headquartered in San Jose, California. Wheeler Accountants is an accounting firm providing tax compliance, attest, accounting and financial consulting services to individuals and small to mid-sized business owners primarily located in the Bay Area.
I believe in developing strong and lasting relationships with my clients. I consider not only your tax needs but your overall financial situation and life goals as well when working with you to develop a financial roadmap that works for you. When you are looking for a substantial and meaningful relationship with your CPA beyond a tax filing, please give me a call.