Your Success Is Our Success
Our business is to help your business
grow in its own unique way.
Expert Advice & Solutions
With 25 years of experience, our CPA's, Accountants
& Bookkeepers offer individuals & businesses up to date
advice & solutions to meet your financial & taxation needs.
Our Services
We Are Here To Help
We take the stress out
of preparing your taxes.
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The Money Nerve
Learn how to effectively navigate your emotions
around money. Written by our very own
CPA, Robert Wm. Wheeler.

Why Wheeler & Bi CPA?

At Wheeler & Bi CPA, we pride ourselves on personalized service. Our dedication to a wide array of accounting and tax services enables us to better serve our clients needs.

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Personalized Tax Preperation

We personalize our tax preparation service with every client in mind. We understand each client or business is unique. That's something the software packages aren't able to do.

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Forward Planning

When it comes to owning a business, strategic Tax Planning is an essential to the success of any business. That's why we include Tax Planning consultations to all our business clients each and every year.

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Services We Provide

Income Tax Preparation

  • Individual Tax Return Preparation
  • Business Tax Return Preparation
  • Corporate and Partnership Tax Preparation
  • Non-Profit Tax ReturnPreparation
  • Estate/Trust Tax ReturnPreparation
  • Payroll & Sales Tax Return Preparation

Federal, State & Local Tax Resolution

  • Filing Back Taxes
  • Government Agency Penalty Notices
  • Government Agency Penalty Abatement
  • Government Agency Resolution Services
  • Release of Seizures, Levies & Tax Liens
  • Resolving Tax Issues for Businesses and Individuals

Accounting & Auditing

  • Business & Individual Monthly, Quarterly & Annual Accounting & Bookkeeping Services
  • Audit, Review & Compilation Reports
  • Trust Accounting Services
  • Financial Reports
  • Internal Controls
  • Implementing Accounting Software & Training
  • General Ledger Review
  • Business/Employee Benefits Consulting

Other Business Services

  • New Business Consulting
  • New Business Formation
  • New Business Forecasting
  • Federal, State & Local Licenses & Permits
  • Estate and Trust Formation
  • Dissolution of Business
  • Executive Coaching
  • Business/Partnership Consulting and Mediation

Financial Services

  • Budgeting & Financial Analysis
  • Cash Flow Management
  • Business Consulting
  • Forecasts & Projections
  • 401K Pension Solutions
  • Business Start Up Consulting
  • Business Payroll Solutions

Tax Planning & Other Services

  • Strategic Business Planning
  • Individual & Retirement Planning
  • Multi State Business & Individual Planning
  • Local Government Tax Reporting
  • Tax Services for US Citizens Abroad
  • Tax Compliance & Planning
  • Estate & Trust Administration
  • Tax Liability Consulting

Would you like to speak to one of our staff about our services?

Are you prepared to file your 2019 taxes? The deadline to file your 2019 taxes is approaching.

Keep up to date with all the latest news and information regarding taxes.

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