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Client Reviews of Adam S. Wheeler, CPA
Read What 2 Clients are Saying About Adam S. Wheeler, CPA - A Tax Professional from Newport Beach CA
Gary Hesselgesser
Newport Beach, CA
August 31, 2024
I have used Adam Wheeler CPA for more than 20 years and his experience and professionalism and knowledge is off the charts. He knows the law, he knows the tax laws and he knows how to file with both the IRS as well as any state requiring state tax filings. He and his father Rocky are the best tax preparer team in Orange County, California that I know of. They are part of my professional financial advisor team. I would recommend them for anyone needing the BEST tax professionals in your life.
Services provided:
•
Individual Taxes - IRS Form 1040
•
IRS Tax Notice Correspondence
•
Estate & Gift Taxes
•
Business Taxes - Partnership or LLC
•
Tax Planning Advisory Services
Jeanette Vella
Georgetown, TX
August 31, 2024
Adam has done our family's taxes for the last 6 years. We've moved to another state, changed corporate status, and he advised us along each step of the way. All of this went very smoothly. He is always available to answer questions and giving tax advice when requested. I would highly recommend Adam for business or personal tax preparatioin.
Services provided:
•
Individual Taxes - IRS Form 1040
•
Estate & Gift Taxes
•
Tax Planning Advisory Services
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