Stephen Wheeler, CPA

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;

• 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.