About Our Firm
Wheeler and Bi, CPA is the successor of Robert WM. Wheeler, CPA Inc., located in Santa Monica/West Los Angeles, California. We are a full-service boutique public accounting firm established in 2000.
Trust Worthy
You need an accountancy firm that you can trust. One that helps to change your future, not just report on the past. Our service is centered around getting to know you, and what you want to achieve.
Experienced
Our high standards and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.
Professional
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Who We Are
We Are Certified Forensic
Accounting Experts
We provide the following services: Accounting, compilation, review or audit of financial statements, assistance setting up computerized accounting and financial reporting systems, preparation of U.S. and state income tax returns for individuals and various types of business enterprises, tax examination advocacy, project-based tax planning and consulting, bookkeeping and business management services.
Years in the Business
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Happy Clients
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Expert Accountants
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Our Story
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“I’ve worked with Bob for about 7 years now, and I can’t imagine a better experience with an accountant, or a person. Thorough, extremely helpful, thoughtful and diligent, Bob and his staff have taken the stressful parts of handling my taxes completely out of my hands. He’s great with my personal returns, and is also especially gifted regarding small business options and taxes. Three thumbs up!“
“We moved here three years ago from UK and had been overwhelmed by the financial pitfalls of opening a company in USA. Joanna, Shelley and the team were FANTASTIC! They clawed back much lost income due to previous poor accountancy and have worked tirelessly to make sure we move through the minefield that is international taxation without paying more than we legally should. They always email within a few hours and never let anything slide. Employing this firm was the best thing we ever did financially. We cannot recommend them enough. Thank you Wheeler & Bi CPA!“
“Bob and his staff have been my CPA for about 6 years now. I have always had professional and courteous service from Bob and his staff. Over the years they have correctly advised me on changes needed to my tax situation as well as looked over any financial paperwork, all as part of the yearly retainer fee. Well worth the cost b/c as we all know you get what you pay for.“
Join Us
Our Clients Are Like Family
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Who We Are
Our Team of Experts
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Mike Loos
CTEC Registered Tax Preparer #A306868
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Shelley Bi
CPA/MBA, Tax and Accounting Services
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Contact Us
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