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 the past 33 years. The focus of my services are;
  • Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, non-profits and partnerships
  • Investment Advisory services
  • Real Estate finance for residential and investment properties and private brokered transactions
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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