Wheeler Accountants

Wheeler Accountants Peace of mind through clear financial guidance. Our “solve for accounting” approach challenges the stereotype that accounting is linear and limited.

Wheeler Accounting offers right-sized accounting for professionals and small business (up to $50M) in Silicon Valley, San Jose, CA. Our approach is dynamic and full of possibilities for you and your business. What Challenge Can Wheeler Help You Solve?

The wages you pay your child are generally deductible as a business expense. For your child’s income tax purposes, wages...
06/01/2026

The wages you pay your child are generally deductible as a business expense. For your child’s income tax purposes, wages received will be at least partially protected from federal income tax by his or her standard deduction.

The wages you pay your child are generally deductible as a business expense. For your child’s income tax purposes, wages received will be...

Getting a large inheritance can create new financial opportunities. But it’s important to handle inherited assets carefu...
05/27/2026

Getting a large inheritance can create new financial opportunities. But it’s important to handle inherited assets carefully, especially when it comes to taxes and planning. Understanding relevant tax rules can help you avoid surprises and make informed decisions.

Getting a large inheritance can create new financial opportunities. But it’s important to handle inherited assets carefully...

Selling investment or commercial real estate can result in a substantial tax bill if the property has appreciated signif...
05/25/2026

Selling investment or commercial real estate can result in a substantial tax bill if the property has appreciated significantly. One strategy to help ease your tax burden is an installment sale.

Selling investment or commercial real estate can result in a substantial tax bill if the property has appreciated significantly.

If you filed your 2025 return on time, you may now have valuable information that can help you fine-tune your 2026 withh...
05/20/2026

If you filed your 2025 return on time, you may now have valuable information that can help you fine-tune your 2026 withholding. A big refund indicates you withheld too much in 2025. If you expect your 2026 income and deductions to be very similar, consider reducing your withholding so that you won’t give the federal government such a large, interest-free loan this year.

If you filed your 2025 return on time, you may now have valuable information that can help you fine-tune your 2026 withholding...

The IRS has announced an expansion of its Business Tax Account (BTA), making the self-service platform available to part...
05/18/2026

The IRS has announced an expansion of its Business Tax Account (BTA), making the self-service platform available to partnerships; tax-exempt organizations; federal, state and local governments; and Indian tribal governments.

The IRS has announced an expansion of its Business Tax Account (BTA), making the self-service platform available to partnerships and more...

Generally, scholarships received by degree candidates are tax-free to the extent they’re used for qualified tuition and ...
05/06/2026

Generally, scholarships received by degree candidates are tax-free to the extent they’re used for qualified tuition and related expenses. Here's a brief summary of qualified expenses and exceptions:

Generally, scholarships received by degree candidates are tax-free to the extent they’re used for qualified tuition and related expenses.

Notices from the IRS are more common than you may realize. Each year, the IRS mails millions of letters to clarify infor...
05/04/2026

Notices from the IRS are more common than you may realize. Each year, the IRS mails millions of letters to clarify information, confirm changes or request additional documentation. Receiving a notice may seem intimidating, but most notices can be addressed quickly with the right information and guidance.

Notices from the IRS are more common than you may realize. Each year, the IRS mails millions of letters to clarify information...

Turning a favorite pastime into income can be rewarding, but it raises an important tax question: Is the activity a hobb...
04/29/2026

Turning a favorite pastime into income can be rewarding, but it raises an important tax question: Is the activity a hobby or a business? The answer matters because different tax rules apply to each.

All income must be reported on your tax return, regardless of whether it’s from a hobby or a business. But related expenses (and losses) are deductible only if the activity is a business. Here's a breakdown:

Turning a favorite pastime into income can be rewarding, but it raises an important tax question: Is the activity a hobby or a business?

If you already contribute pre-tax dollars to a traditional 401(k) plan or IRA, you may also want to contribute to a Roth...
04/27/2026

If you already contribute pre-tax dollars to a traditional 401(k) plan or IRA, you may also want to contribute to a Roth version. There are a few reasons to consider this:

If you already contribute pre-tax dollars to a traditional 401(k) plan or IRA, you may also want to contribute to a Roth version.

A recent survey found that 45% of small businesses reported growth, but 78% wanted to grow. This January 2026 data from ...
04/22/2026

A recent survey found that 45% of small businesses reported growth, but 78% wanted to grow. This January 2026 data from Intuit QuickBooks Small Business Insights suggests that many small businesses are struggling to achieve their expansion goals. Small businesses usually don’t have extra cash, people or time to absorb mistakes. One wrong move can strain cash flow, overwhelm staff or stall momentum. The good news? Many growth missteps are predictable and preventable.

A recent survey found that 45% of small businesses reported growth, but 78% wanted to grow. This January 2026 data...

Address

1475 Saratoga Avenue
San Jose, CA
95129

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14082521800

Website

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