About Cpa
Welcome to the world of Stephen Wheeler, CPA, CFP(R), RE Broker. With over 30 years of experience in providing top-notch financial services to local Santa Barbara businesses and individuals, we are proud to be one of the most trusted names in the industry.
At CPA, we understand that managing your finances can be a daunting task. That's why we offer a wide range of services that cater to all your financial needs. Whether you're an individual looking for tax preparation and planning services or a corporation seeking investment advisory services, our team of experts is here to help.
Our focus is on providing personalized solutions that are tailored to meet your unique requirements. We believe that every client is different and deserves customized attention. Our team takes pride in understanding your specific needs and delivering solutions that exceed expectations.
Tax Preparation and Planning Services
We understand how complex tax laws can be for individuals and businesses alike. That's why our team specializes in tax preparation and planning services for individuals, corporations, estates, trusts, LLCs, and partnerships. Our goal is not just to help you comply with tax regulations but also minimize your tax liability while maximizing deductions.
Investment Advisory Services
Our investment advisory services are designed to help you make informed decisions about investments based on your risk tolerance level and long-term goals. We provide comprehensive analysis reports on various investment options such as stocks, bonds mutual funds etc., so you can make informed decisions about where best invest your money.
Tax Consultation
We offer expert guidance on real estate transactions including buying or selling property as well as rental properties management advice from a taxation perspective so you can maximize profits while minimizing taxes owed.
Real Estate Brokerage Services
As licensed Real Estate Brokers with extensive knowledge of the Santa Barbara market trends we provide professional representation when buying or selling real estate properties whether it’s residential or commercial property transactions.
Why Choose Us?
At CPA we take pride in offering exceptional customer service combined with expertise gained through decades of experience working with clients across various industries including healthcare professionals (doctors/dentists), attorneys/law firms , construction companies , non-profit organizations etc.. Our commitment towards excellence has earned us an impeccable reputation among our clients who trust us implicitly when it comes managing their finances.
In conclusion,
If you're looking for reliable financial solutions tailored specifically for you then look no further than Stephen Wheeler CPA CFP(R) RE Broker! Contact us today to schedule an appointment with one of our experts who will guide through every step along the way towards achieving financial success!