The Most Trusted Accountants You Can Rely On
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.
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.
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.
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.
What we Do
Individual & Corporates Accounting Services
Tax assistance for businesses and individuals. Don’t risk being non-compliant or failing to receive the returns you deserve.
Services for Individuals
One-on-one guidance and comprehensive financial planning that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Complete Business Solutions
Business owners looking to focus on their business can rely on our team to take care of all your accounting needs. We offer complete accounting solutions on the back end so owners can focus on the front end of their business.
Resources & Calculators
Useful Resources for Financial Management & Forecasting
This 401(k) calculator can help you understand how much you can save, factoring in your expected age of retirement, total contributions, employer’s matching contributions and rate of return.
This Sales Tax Deduction Calculator helps you figure the amount of state and local general sales tax you can claim when you itemize deductions on Schedule A (Forms 1040 or 1040-SR).
Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.
Income Tax Preparation
According to a study released by the US Government’s General Accounting Office last year, most taxpayers believe they benefited from using a professional tax preparer.
We provide accounting and bookkeeping solutions suitable to your business needs. Simple tasks will provide you a solid foundation:
Accounting & Auditing
We carry out efficient and valuable audits and independent reviews for all size companies, charities and other organizations.
Our team of experts deal with all aspects of personal and business tax, from inheritance tax or remuneration planning to R&D tax credits or EIS advice. We help our clients reduce their tax liabilities and pay no more tax than they have to.
Tax Planning Services
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Business Management Services
We can help measure your performance and make improvements through our jargon-free advice. We can help you budget, to manage your cashflow, set and monitor key performance indicators, obtain finance or put into place succession plans.
Are You Ready For 2023 Tax Season?
“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.“
New Article From Our Team
Accounting, bookkeeping, and tax tips to help you understand your personal or small business finances.
By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy It’s tax time. If you’re fortunate...
By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy As we all get ready for the New Year...
Our home base is in beautiful Los Angeles, CA but we have clients across USA. It’s essential to find the right fit for your small-to-medium sized business. We’d love to connect and see if we’re a match—no need to swipe right.
Use the form on the right or email firstname.lastname@example.org and we’ll respond within two business days. Thanks for reaching out!