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Tim Wheeler, CPA

Tim Wheeler, CPA

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, expertise, and professionalism. Customers praise the efficiency, responsiveness, and fair pricing, with many emphasizing long-term trust and satisfaction. The team is described as knowledgeable, friendly, and thorough, often saving clients time and money. A single negative note mentions poor receptionist interaction, but the vast majority highly recommend the service for personal and business taxes, calling it the best they've experienced.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

707 Doak Blvd Suite K

Ripon, California 95366

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

Working with Tim and his staff has been one of the best experiences I've ever had in working with professional advisors. He's now doing both my personal and business taxes and I wish I started using him years ago. He and his team are incredibly responsive. Their rates are very fair and affordable. His advice is exceptional - no doubt saving me a lot of money. I highly recommend them!

As a person that normally does my own taxes, I was really surprised at how much it was actually worth it to go to a CPA. Tim took time to personally sort through my cryptocurrency and business taxes this year, which would have taken me forever to do myself, and I would not have been as confident that they are correct. Everyone at his office was quick to pick up the phone and fast to respond to emails. Tim was efficient, and helped save me money across the board. When I consider the amount of time it would

Tim is by far the best tax accountant we have every had. He is so knowledgeable, friendly, efficient and prices are fair. We travel over an hour to have our taxes done by Tim because he is so awesome.

Fantastic experience from the scheduling of our appointment to the signing of our final tax forms! The staff was great! Tim was very thorough and attentive to our questions and concerns! I would recommend this firm to anyone looking for a knowledgeable and professional CPA or Tax Service!

Tim did my taxes for several years! He is welcoming and excellent at what he does! He would still be my tax guy if my financial circumstances hadn't changed to where I no longer need a tax preparer!

Tim is awesome! He is personable and professional. Makes you feel at home and talks you through everything. Been going to Tim for 10 years. Never been disappointed in service. He really is the best.

Bright, Friendly and Efficient. I've been doing my own taxes for past 30+ years. Keeping up with tax laws and updates are poor use of my time. It's getting harder and longer. I got helpful, professional advice at a reasonable price. It was easy and painless.

Tim has been my accountant for years now. I will not trust anyone else with my taxes. Highly recommended for great value, affordable pricing, and for a knowlegeable and friendly staff.

Great experience. Love dealing with knowledgable professionals especially with the complexity of our tax situation this year. Looking forward to using them again next year. You won't get better service.

Tim has been doing my taxes for over a decade and the will not change any time soon. He is fast, accurate and a good man!

The office is beautifully decorated, the staff is phenomenal and friendly and Tim is an amazing CPA. I couldn't ask for a better tax guy. Support local business!

Forget 5 stars. Tim Wheeler, CPA gets a million stars from me. Him and his team are incredible! Wealth of knowledge, and gets back to you right away.

Horrible receptionist called to make a appointment she proceded to ask for first & last name which is normal but then said we're not new accepting clients why ask for my name then ask if ur returning customers?..

Been going to Tim for almost 10 years. He's someone who is trustworthy and always well informed.

Keith is amazing! Great man and great at his job! Won't ever go anywhere else.

Hands down best tax experience I've ever had! Highly recommended!

They went above and beyond my expectations! Very professional and friendly.

BEST ... tax services available #period

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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