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Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Home

Call us today for a. Stephen Wheeler, CPA. Telephone: (805) 963 - 3368. Thank you for visiting my website. I have been working with local Santa Barbara businesses and individuals for the past 33 years. The focus of my services are;. Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, non-profits and partnerships. Real Estate finance for residential and investment properties and private brokered transactions. Stephen Wheeler, CPA, CFP(R), RE Broker. Santa Barbara, CA 93101.

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CONTACTS AT SBTAXCPA.COM

CPA Stephen Wheeler

1025 Ch●●●●●●●., #206

Sant●●●●bara , California, 93101

United States

no●●●●●●●●●●●●●@secureserver.net

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CPA Stephen Wheeler

1025 Ch●●●●●●●., #206

Sant●●●●bara , California, 93101

United States

(805)●●●●●-3368
999 ●●●●9999
st●●●@sbtaxcpa.com

View this contact

CPA Stephen Wheeler

1025 Ch●●●●●●●., #206

Sant●●●●bara , California, 93101

United States

(805)●●●●●-3368
999 ●●●●9999
st●●●@sbtaxcpa.com

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Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Home | sbtaxcpa.com Reviews
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Call us today for a. Stephen Wheeler, CPA. Telephone: (805) 963 - 3368. Thank you for visiting my website. I have been working with local Santa Barbara businesses and individuals for the past 33 years. The focus of my services are;. Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, non-profits and partnerships. Real Estate finance for residential and investment properties and private brokered transactions. Stephen Wheeler, CPA, CFP(R), RE Broker. Santa Barbara, CA 93101.
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Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Home | sbtaxcpa.com Reviews

https://sbtaxcpa.com

Call us today for a. Stephen Wheeler, CPA. Telephone: (805) 963 - 3368. Thank you for visiting my website. I have been working with local Santa Barbara businesses and individuals for the past 33 years. The focus of my services are;. Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, non-profits and partnerships. Real Estate finance for residential and investment properties and private brokered transactions. Stephen Wheeler, CPA, CFP(R), RE Broker. Santa Barbara, CA 93101.

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Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Tax Forms and Publications

http://www.sbtaxcpa.com/tax-forms

Call us today for a. Stephen Wheeler, CPA. The Tax Organizer is a simple form that is easy to fill out and will provide all of the necessary information to prepare your taxes. Download the Tax Organizer Form (pdf). Forms, Instructions and Publications. Form for 433-A (OIC). Form for 433-B (OIC). Form 940 (Schedule R). Form for 940 (Schedule R). Form 941 (Schedule B). Form for 941 (Schedule B). Inst 941 (Schedule B). Instructions for 941 (Schedule B). Form 941 (Schedule D). Form for 941 (Schedule D).

2

Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Retention Guide

http://www.sbtaxcpa.com/retention-guide

Call us today for a. Stephen Wheeler, CPA. Storing tax records: How long is long enough? April 15 has come and gone and another year of tax forms and shoeboxes full of receipts is behind us. But what should be done with those documents after your check or refund request is in the mail? Business Records To Keep. Personal Records To Keep. Business Documents To Keep For One Year. Correspondence with Customers and Vendors. Purchase Orders (other than Purchasing Department copy). Accident Reports, Claims.

3

Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Individual Tax Planning Tips

http://www.sbtaxcpa.com/individual-tax-tips1

Call us today for a. Stephen Wheeler, CPA. Individual Tax Planning Tips. Basic Individual tax planning tips:. Income will be higher next year than this year and you will be in a higher tax bracket. Do not prepay your property tax for the year. Do not prepay your January mortgage payment in December. Do not pay your California estimated tax in December. Defer charitable deductions to the following year. Income will be lower next year than this year and you will be in a lower tax bracket. Do a year to year...

4

Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Glossary

http://www.sbtaxcpa.com/glossary

Call us today for a. Stephen Wheeler, CPA. Search by First Letter:. A retirement account to which an eligible employee can contribute a certain amount of his or her pretax salary; earnings are tax-deferred. Some employers may match a stated percentage of employee 401(k) contributions. The reduced cost and liability of 401(k) plans appeal to employers. A qualified retirement plan similar to the 401(k), available to employees of nonprofit and government organizations. Amounts due the company on account fro...

5

Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Services

http://www.sbtaxcpa.com/services

Call us today for a. Stephen Wheeler, CPA. Stephen Wheeler, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Stephen Wheeler, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:. Assurance and Advisory Services. Estate and Trust Planning and Tax Preparation. Litigation Support and Forensic Accounting. From start...

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Stephen Wheeler, CPA: A professional tax and accounting firm in Santa Barbara, California: Home

Call us today for a. Stephen Wheeler, CPA. Telephone: (805) 963 - 3368. Thank you for visiting my website. I have been working with local Santa Barbara businesses and individuals for the past 33 years. The focus of my services are;. Tax preparation and planning for individuals, corporations, estates, trusts, LLCs, non-profits and partnerships. Real Estate finance for residential and investment properties and private brokered transactions. Stephen Wheeler, CPA, CFP(R), RE Broker. Santa Barbara, CA 93101.

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