Matthew O. Wheeler, CPA
Managing Partner
Matthew joined the firm as a partner in 2007. Matthew specializes in individual and business taxation, estate and gift taxation, tax planning, IRS representation, and business consulting.
A graduate of the University of California at Santa Barbara, Matthew began his career with Mokros & Associates in Montecito, CA before moving on to Harb, Levy, & Weiland LLP in San Francisco. While at Harb, Levy, & Weiland he was part of the small business and high-net worth individuals group in addition to assisting the firm’s Hedge Fund department by providing tax services to the firm’s Hedge Fund management company clients and their owners. Matthew also received his Masters in Taxation from Golden Gate University in 2008.
Matthew was co-captain of the men’s swim team at UCSB in 2004, a two-time Big West Swimmer of the year and competed at the US Olympic Trials in Swimming in 2000. While not busy helping his clients save money Matthew enjoys hiking, swimming, and live music.