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