WELCOME to WHEELER & ASSOCIATES, CPAS

Thank you for visiting our website. We are an accounting firm dedicated to providing our clients with professional, personalized services in a wide range of financial and business needs.

On our website, you will find information about our firm, services we provide, and many other helpful items.

Please contact us if you have any questions:

Click here for a printable Tax Organizer.

Phone:
949-261-6166

Fax:
949-261-6188

Email:
info@wheelercpaoc.com

OUR SERVICES

Tax Preparation

We will do comprehensive evaluation of an your current pay and future financial state by using your current known variables.

Tax Planning

We offer specific views, plans and ideas on ways to invest money effectively to increase your profit as much as possible.

Tax Problems

Mutual funding will allow you and your partners as small capital investors to become larger investor with a bigger income.

WHAT OUR CLIENTS SAY ABOUT US

Brian
I have been using Rocky for well over 25 years. My entire family uses his services and I have no problem recommending him to all of my friends and business associates. With out a doubt, Rocky is the most comprehensive and professional consultant around.

Katherine E
Rocky has been doing our taxes (we have a corporation and I'm a self-employed consultant) for many years now with absolutely no problems. He and his son, also a CPA, are super knowledgeable and work efficiently and effectively. I've never had a problem with the IRS (knock on wood). Rocky works through our complicated issues (childcare, out of pocket medical, IRA's, home office expense, student loan expense, corporate expense v. personal) etc and always hits a home run.

Jeff
We have been using Rocky for 25 years. He is very good and we have never been audited. Our returns are sometimes complicated but Rocky quickly gets things organized and understandable. We love this guy!!!

Scott O
I have been coming here for years and am very happy with their service. I have always gotten good results at a reasonable price. The staff is always knowledgeable and helpful. If you need a good CPA I would recommend them.

WHY CHOOSE US

tax concept - 1040 tax form pen us money and flag

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and “raving fan” clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

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