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| Phoenix CPA |
480-661-8350 |
About Us
For over 20 years William E. Wheeler CPA/PFS has provided accounting, tax, retirement planning and business advisor services to corporations, small businesses and individuals throughout the Phoenix area. We provide quality service for our clients by staying abreast of accounting and tax law changes and by taking a proactive interest in the smooth financial management of your business. At William E. Wheeler CPA/PFS, we make it our goal to understand the individual needs of every client including addressing industry specific challenges, compliance needs and standard tax practices.
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William E. Wheeler
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For over 20 years, we have been providing retirement planning and tax services to business owners and their employees.
William E. Wheeler has worked with business owners and individuals for over 25 years. Mr. Wheeler worked for international and local CPA firms before forming his own CPA firm in 1992. His practice specializes in working with the small business owner. Since 1997, Mr. Wheeler's firm has worked with small business owners with their retirement savings plan needs.
Mr. Wheeler is a licensed Certified Public Accountant (CPA) in Arizona and California, and a Certified Financial Planner (CFP ®). He holds the Personal Financial Specialist (PFS) accreditation from the American Institute of Certified Public Accountants (AICPA). In 2004, he earned the Chartered Retirement Plan Specialist (CRPS) designation from the College for Financial Planning. Mr. Wheeler holds an insurance license and the following securities licenses: Series 6, 63 and 65. He is a Registered Representative of Symphonic Securities, LLC and an Independent Registered Investment Advisor Representative of Symphonic Securities, LLC.
Mr. Wheeler is a graduate of the University of Arizona. He resides in Scottsdale, Arizona with his wife and two teenaged children. |
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| 480-661-8350 |