Department Contact Guide

Please Be Advised

As part of our commitment to improving our communications and streamlining our services, we’ve updated our email addresses for 2025. This change helps us better organize our client communications and provide you with more efficient service. Please take a moment to update your contact lists with our new email addresses to ensure uninterrupted communication with our team.

Important Notes:

  • These new email addresses are effective January 1, 2025
  • Please update your contact lists and safe sender settings
  • Future communications will come exclusively from these new addresses

Administrative Team

Your First Point of Contact

(310) 450-8875 or admin@wheelerbicpa.com

Our administrative team is your primary contact for all general inquiries about our firm, document requests, appointment scheduling, portal access and all administrative matters. To ensure the most efficient service, please direct all administrative questions to our admin team rather than our CPAs. This allows our tax professionals to focus on your tax preparation and planning while our dedicated admin team can assists you with day-to-day matters.

Our staff include: Jaz. Rivas , Marilou Balderama, Adrianna Duarte, & Anthony Campanella

Firm Partners and CPAs

Your CPAs

Our CPAs are your trusted advisors for all tax-related matters and financial guidance. If you have questions about your tax situation, need strategic tax planning advice, or require guidance on financial decisions, please email your CPA directly.

Compliance Team

Our compliance team manages all government notices and tax requirements. They handle IRS and state tax communications, city business licenses, state sales tax, and other federal, state, and local tax obligations. For any government notices or compliance questions, please contact this team directly for prompt resolution and guidance.

Other Support Staff

Our professional support staff works closely with our CPAs to assist with various aspects of your tax preparation and planning. From time to time, they may contact you to gather additional information, request documents, or follow up on specific items needed to complete your tax work. While your CPA remains your primary contact for tax advice, our support staff plays a vital role in ensuring your tax matters are handled efficiently and thoroughly.

Billing & Operations

Billing

Our Billing team handles all matters related to invoicing, payment processing, and fee inquiries. For questions about your billing statements, payment methods, or account balance, please contact them directly.

Operations

Our Operations team manages engagement agreements, firm policies, and service coordination. They oversee the annual engagement letter process and ensure all documentation is properly maintained to provide you with continuous, uninterrupted service.

Essential FAQs for Clients

Looking for answers? Check out our FAQ page for more information. If you need additional assistance, our admin team is ready to help you with the answers you need.

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