Wheeler Accountants

Wheeler Accountants

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About

Wheeler & Egger CPAs, LLP, founded in 2016, is a dedicated firm based in Sonora, CA that strives to help businesses and individuals excel, particularly those with limited financial or managerial resources. They offer expert tax and estate planning services, along with advising and guidance. They pride themselves on their personal touch, genuine concern for clients' business and tax planning, and their solid foundation on ethical principles. Their commitment to integrity and personalized services sets them apart.


Highlights

8 years in business
Serves San Jose , CA

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Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting
Business Consulting
Financial Services And Planning
Hr And Payroll