Minimize Headaches & Maximize Deductions
Running a small or medium-sized business is exhilarating, but navigating the taxation side can feel overwhelming. We get it.
We help business owners get their business and personal taxes right, together, with two partners who know your whole picture.
Bob Wheeler and Shelley Bi, partners
What we do
Your Deduction Detectives
At Wheeler & Bi CPA, our Certified Public Accountants dig through complex tax codes to uncover every write-off that fits your personal or business situation, from start-up costs to home office deductions. Come tax time, rely on us to maximize your deductions so you can minimize frustration.
Strategy
We go beyond preparing returns to build proactive tax strategies that legally minimize what you owe, and we stay ahead of tax law changes.
Clarity
We translate complex tax code into plain guidance, so you know what you can deduct, what you owe, and where your money is going.
Advocacy
We actively champion your bigger financial vision, with personalized strategies that fit your personal and business goals.
Who we help
The Math Works Better When One Firm Does Both
Most owners juggle a business accountant and a personal preparer who never talk to each other. We prepare and plan both returns side by side, so every deduction, distribution and estimated payment works toward the same goal: keeping more of what you earn.
Business Owners
S-corps, partnerships, LLCs, Non profit and sole proprietors who file business and personal returns, prepared and planned together.
Individuals With Complex Returns
Rental property, K-1 income, multi-state filing, trusts and estates, US citizens living abroad, and so much more.
IRS & State Notices
Notices, back taxes, penalty relief and liens, handled by CPAs who have represented clients before the IRS and California.
What clients say
The Kind Of CPAs Clients Stick With
Jeni E.
★★★★★
“I can't imagine a better experience with an accountant, or a person. Thorough, extremely helpful, thoughtful and diligent.”
Client · Yelp
Sophie T.
★★★★★
“He is a great listener, gives advice in your best interest and really cares.”
Client · Yelp
Daniel B.
★★★★★
“He helped me and my business get organized, get a plan in place, stick to it and be totally on top of my numbers.”
Business owner · Yelp
From our blog
Latest Tax News & Tips
Should You Convert to a Roth IRA? What to Know Before December 31
A Roth conversion means paying tax now so your retirement withdrawals can be tax-free later. Here’s how it works, what it costs, and when it’s worth it.
Take the Sting Out of Filing Taxes
Book your free discovery call today. Share where you are and what you need, and our team will offer an honest, helpful next step. We’ll get the wheels turning, so you can let it Bi.