Stephen Wheeler, CPA, CFP(R), RE Broker


Thank you for visiting my website.
I have been working with local Santa Barbara businesses and individuals for over 30 years. The focus of my services are;
  • Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, and partnerships
  • Investment Advisory services- I offer guidance regarding your investment portfolio and referrals to investment advisors, but do not actively manage investments.
  • Tax consultation and guidance on real estate transactions- See “About” for more info
My goal is to treat you as I would want to be treated in a professional engagement and I will take the utmost care to make sure that your needs are addressed.
I welcome any questions or comments you may have.

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