Collaborative expertise, accounting for possibilities.
Matthew Wheeler · Tax and Leading Partner · Austin, Texas, United States
1950
Founded
35+
Team
4
Services
San Jose, California and beyond
Service area
Wheeler Accountants, LLP, established in 1950, is a San Jose, California-based accounting firm serving established enterprises, startups, growing businesses, and professionals throughout the region and beyond. With over 75 years of experience in the Santa Clara Valley and Silicon Valley, Wheeler provides innovative tax planning, accounting, and advisory services tailored to diverse client needs. The firm serves clients ranging from individuals and families to corporations, including high-income earners, executives with complex stock compensation, established businesses with 1-50 million in revenue, and high-growth startups. Comprehensive services include personal and business tax preparation and planning, accounting services with fractional CFO support, audit and attestation services, business valuation, equity compensation guidance (RSU, NSO, ISO, QSBS), estate planning, litigation support, and mergers and acquisitions services. The leadership team includes Matthew Wheeler (Tax Partner), Angela Wamsley (Assurance & Advisory Partner), Brian Kent (Tax Partner), Dahleet Dittmer (Tax and International Partner), Jaclyn Biancucci (Partner), Michael Gurr (Attestation and Valuation Partner), Nick Satterfield (Tax Partner), and Vanessa Mun (Partner). Wheeler specializes in technology, real estate, manufacturing, agriculture, and professional services industries.
Matthew Wheeler
Tax and Leading Partner · CPA
Angela Wamsley
Assurance & Advisory Partner · CPA
Brian Kent
Tax Partner · CPA
Dahleet Dittmer
Tax and International Partner · CPA
Jaclyn Biancucci
Partner · CPA
Michael Gurr
Attestation and Valuation Partner · CPA
Credentials: CPA
Languages: English
Serves: San Jose, California and beyond
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