Matt Wheeler
Managing Partner at Wheeler Accountants LLP
- Role
- Managing Partner at Wheeler Accountants Llp
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Matt Wheeler
I am the managing partner of Wheeler Accountants LLP, a boutique tax and accounting firm in Silicon Valley and one of Accounting Today magazine\'s Top 100 Best Firms to Work For in the nation. I am an expert in the tax treatment of equity compensation for individuals which makes up the bulk of my practice. If your accounting firm is not checking in with you quarterly and ensuring you are prepared for tax time then it is time to talk to us! I am interested in building long-term client relationships. Our firm has been in business for over 40 years and many of our clients date back to the foundations of our firm. We believe your accountant should be informed, current, and looking out for you year round. No surprises.
Experience
Managing Partner
May 2017 — Present · San Jose, CA, US
I am the Managing Partner of Wheeler Accountants LLP (formerly LMGW Certified Public Accountants LLP). I serve as trusted adviser to clients in a multitude of tax issues. My practice is focused on providing sound tax and financial advice with an emphasis on long-term planning, maximizing tax efficiency, and remaining mindful of non-tax considerations. I specialize in tax planning, compliance and dispute resolution services with an emphasis on individuals, corporations, and partnerships.
Education
UC Santa Barbara
Bachelor of Arts, Business Economics
1999 — 2004
Golden Gate University
MS, Taxation
2006 — 2008
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