Consulting Services

Call Us: (209)536-1218


Take the Burden Out of Trying to Figure out the Tax Code

The tax code is incredibly confusing, complex, and filled with opportunities for credits--or penalties. We believe every business and individual can benefit from sitting down with a tax expert for a personalized consultation.

At Wheeler & Egger CPAs, LLP, our team members specialize in helping businesses, individuals, and nonprofit organizations with tax strategy, planning,  compliance, tax research, tax-free exchanges, estate planning, out-of-state returns, business development and business negotiations.

Our tax and consulting services include:

  • Business and Individual Returns

  • Not-for-Profit Returns

  • Trusts, Gift and Estate Returns

  • Estate and Family Gift Planning

  • Business Development and Consulting

  • Business Negotiations

  • Retirement Planning

  • Tax Research

  • Tax Free Exchanges

  • Representation to IRS and State/Local Taxing Authorities

Interested in speaking with one of our team members? Contact us today.