We specialize in tax planning and advisory services for business owners and high net worth individuals. Historically, accountants review your past data and prepare your tax returns by the deadline. You’ll exchange documents and communicate with your accountant for a few weeks. Then you as the client will see them again in a year. Why stop there?
Taxes are the largest expense you’ll incur throughout your life! Knowing that, don’t you think you should focus on proactive forward-looking strategies to limit the largest expense of your life?
That’s where we come in. Matt Wheeler previously held investment securities licenses – Seriese 7 and Series 66 – and life insurance licenses – Life and Health and Variable Products. In addition, he was trained in tax preparation by the IRS in its VITA program. This puts Wheeler Wealth in a unique position to administer tax advisory and wealth generation strategies.
In addition, we provide tax compliance support services, such as tax preparation and payroll services.
Tired of paying too much money to the IRS? Let’s talk.
Email: Matt@WheelerWealth.finance
Phone: 470-633-5689
Contact us with any and all questions you have. We look forward to serving you!