Stephen Wheeler, CPA, CFP(R), RE Broker
Welcome
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;
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Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, and partnerships
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Investment Advisory services- I offer guidance regarding your investment portfolio and referrals to investment advisors, but do not actively manage investments.
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Tax consultation and guidance on real estate transactions- See “About” for more info