I have been with Tim for over 15 years before he opened his own office here in Ripon. He is extremely knowledgeable, professional and a pleasure to deal with. He really knows the ins and outs of tax law. He has always guided me in the right direction year after year. Prior to tax season each year, his staff sends a checklist in the mail. The checklist is a great tool to ensure you disclose everything needed for your appointment. This year, he offered in person and zoom tax appointments. Note: Although Tim and his staff are stellar at what they do, unfortunately they are not accepting new clients at this time. My recommendation is to call each year to inquire about client availability. read more

I am so happy that I started working with Tim and his office for both my personal and business taxes. My expectations have been exceeded at every step. He's given me great advice that will save me taxes going forward. His team is incredibly responsive. His rates are fair and affordable. I wish I started using him years ago as I'd likely be way ahead in terms of reducing taxes. read more

Based on web, Tim is now in Bozeman, MT. Office manager, Erica, is rude to potential customers based on her misinterpretation of information. read more

What can I say does excellent job On everybody's favorite income taxes I leave recommended services my wife and I have been going there for years read more

Tim Wheeler and his team are the BEST!!!! They are extremely efficient and so helpful when I have questions. I highly recommend them if you're looking for a CPA. read more

Tim has been doing my taxes for over 8 years. I meet him when he was working in Tracy and my husband and I followed him to Ripon, that is how AMAZING Tim is and how much we trust him to do our taxes. Even though Keith (also AMAZING did our taxes this year, we know that if he works for Tim it is going to get done right! I never have to worry about being audited because Tim is legit and does things the right way! Not only is this the BEST place to get your taxes done correctly but it is VERY affordable!! Thank you Tim, Keith and staff for ALWAYS taking care of my families taxes!! So glad you are still close enough for us to travel to you!! Definitely worth the drive from Tracy!!!! read more

Tim Wheeler, CPA - Personalized folders for easy filing!! Seriously the best!! - Accountants Near Me - Ripon, California

Zero stars. I called because I was referred by one of their clients that used to run their business online. I simply wanted guidance on how to prepare and what programs, like quickbooks, that they'd recommend to a new sole proprietorship. I was prepared to pay a service fee. I was told: "we are not taking any new clients." To which I said, well can I just ask a couple questions to prepare myself exactly as you did for my referrer, another online reseller business? Their response was "no. We don't talk to people who aren't our clients." I was a bit dismayed, and after being shot down twice with silence after each response, no sign of concern for customer experience, common courtesy, nor empathy I said, ok, wow, and hung up. A moment later I called back and asked for a referral if they couldn't answer any questions. Her reply "we don't give referrals." To add salt to the wound... I've never encountered such a complete lack of professionalism nor common courtesy in my life. I recently relocated to Modesto from San Jose and I guarantee this wouldn't happen in the bay area. I guess I'm going to have to reach out to the bay area since this modesto office was pretty cold... read more

Second year completing my tax liability. The firm is consistently through. I appreciate getting information in language that is not wrapped in tax code. I also appreciate their Covid concerns this year. Their procedures were excellent. read more

Tim was able to help me sort though my cryptocurrency taxes AND business taxes this year. This was a massive help, and saved me a ton of time. I used to do my taxes myself, but this year it just made sense to finally get a CPA to help me sort everything out. Tim took the time to meet with me a few times to get an idea of what exactly I needed, and was able to execute a plan on time before the April due date. Everything was more than reasonably priced considering how much time it saved me. Best of all, I felt like he was really on my side, and wanted to help me save as much money as possible with personal, business, and crypto. Hiring Tim was a great move this year. It saved me time and headache, so I could focus on other aspects of my business that I actually enjoy and am good at. read more

Tim has been helping us do our business taxes for the last 3 years and I couldn't be happier with his service. We've had 4 different accountants since we started our business back in 2009 and he's by far the best, hands down. He's extremely knowledgeable about his trade and helps us to take all the deductions we possibly can under the law, to minimize our tax burden as much as possible. We're able to make an appointment and get our taxes done right then and there, unlike previous accountants where we've had to wait weeks (or even months) after submitting our documentation. This is great because we can find out exactly what we need to pay right away and make preparations, instead of being left in the dark until March or April and being surprised with a large bill that we aren't prepared for. Tim used to be located in Tracy but moved out to Ripon fairly recently, which is definitely a long drive for us from Pleasanton, but absolutely worth the trip. If you've been struggling to find a good accountant, give Tim a call. We plan on keeping him for as long as we have our business! read more

I have been working with Tim for 2 years now and I am amazed at how knowledgeable and conscientious he is. He really knows how to handle business and personal returns with ease. I recommend him to everyone I know. I even moved out of the valley and back to the Bay Area, but I still use Tim for all of my returns. That's how great he is. read more

Tim just helped me file my taxes and did a stellar job. I had been in a car accident and hadn't filed in a few years. Worse, I had what seemed like a very complicated situation (personal property, Airbnb rental, startup, W2s = lots of paperwork) and was very nervous about what my eventual tax liability might be. Tim simply rolled up his sleeves and got to work. He completed and filed in a remarkably short timeframe (3 time faster than the timeframe San Francisco-based CPAs had quoted me). Moreover, he made everything really easy to understand and his office manager Erica is wonderful to work with. Tim's rates are reasonable, he understands nuances that affect taxpayers with complicated situations, and he's a great communicator. I was very happy with the outcome and the process was really easy. I'm so glad to have found Tim and look forward to working with him and Erica in the years to come! read more

Well golly - I've actually been a Tim client for... more than a few years, and remain a huge fan. And now that he's opened his own place, well... bonus for me (and him too, I guess). Tim knows compliance, deductions, and how to help a small S-corp guy navigate the IRS and State Franchise Tax Board forms, laws, mandates, and guidance to ensure a clean filing. I'm totally cool with paying our fair share - but not a penny more. A great service from a bloke who knows what it takes to do it right. read more

Tim as earned my business! Previously I was going to a tax company that grew to much and lost their personal touch with me over the years. When I visited Tim, he spends the extra time with me to make sure my taxes are properly prepared to where I will not be paying a penny more than i should be. You will immediately notice he is proud of his work and extremely knowledgeable and hungry to stay up to date with the new changing tax policies. read more

Wow! I'm so thrilled I found Tim! He helps with unusual tax situations that other accounting offices were unfamiliar with. He has a great process in place and I trust him. He is knowledgable, thorough and has our best interest in mind. Tim helped me sort things out for a complicated foreign investment, and is now currently working on a Trust. So glad he is on our team! read more

I met Tim Wheeler years ago when I lived in Tracy. Then we moved to the East Bay and he moved to Ripon and I couldn't imagine using anyone else. He has always been honest, trustworthy and always made me feel like a priority. I trust that when my taxes are finalized that all credits and deductions have been exhausted and nothing has been overlooked. Tim and his team are wonderful and I'm so blessed to have them working for me read more

Honest, informative, and efficient. I found this office once I moved to the valley. Located in downtown Ripon with a clean and comfortable office. Hopefully we can do business for a long time. read more

I started by working with Keith who was awesome. Very nice and professional and helped us understand great ways to save. Since starting my corporation I've been working with Tim who has been excellent. Very fast responses and knows his stuff. Couldn't recommend this office more! read more

I was really nervous about doing my taxes this year since it was my first time doing my taxes as a business owner. I saw that this office had good reviews, so I thought I'd check it out. I couldn't be happier. Keith, explained what I needed to do, and he made it so easy for me. He even came in on his day off to help me. The front office lady, (didn't catch her name), was very nice and extremely nice to my 4 yr old son. I felt really comfortable there and I will be doing my taxes there from now on. Thank you guys again for all your help. read more

Tim Wheeler used to be in Tracy and worked at Bill Pollards CPA office. I have been a loyal customer of his for over 10 years. My wife and I have always met with him once a year, done our taxes and then celebrated with the refund that Tim got for us. When Tim moved to Ripon and started his own practice, I was only too eager to sign on with him. Even though it meant driving for over half an hour to another city to do my taxes, I couldn't trust anyone more than I trust Tim. He is so punctual, sharp, intelligent and just a plain honest person to work with and to speak with. read more

Tim is a cool cat! He's done our taxes for I years now. He is honest and does an amazing job explaining tax strategy and smart guidance! He used to be in Tracy but opened his own business in Ripon. He's a great family man with great character! He does two of our LLC's, my dads taxes and our personal taxes. We trust him! read more

There is nobody better than Tim! He is such an amazing person and he is amazing at his job!!!! You won't regret going to him. Great guy!

As a probate and trust attorney I have used Tim to do the tax returns our law firm's probate and trust estates for the past several years. He is reasonably priced and does an amazingly thorough job. He responds promptly. Plus, if there is a refund to be had he will find it as he knows every single form the IRS requires. I highly recommend him for both personal and probate and trust returns. read more

I'm so glad I found a CPA closer to home. Tim Wheeler is professional and yet so caring and personable. His office staff is friendly and fun. My best tax appointment ever. read more

Professional, knowledgable and timely. Couldn't have had a better experience especially considering how complex our taxes were this year. Gives me peace and confidence to know I was in good hands. read more

He saved me a lot of money!!! Where to begin. I have nothing but wonderful things to say about this wonderful man. My wife has been going to school all year around. I have been the only income in all of 2017. in 2016 he advised us that I can go exempt all year in 2017 and even factored in overtime. He crunched all the numbers for us. Well I went Exempt for the whole year of 2017 in order to buy food for my family and keep the lights on. It was tough but not as tough as it could have been if he didnt advise me of me going exempt. I ended up working double the overtime that he had predicted so naturally i was afraid of me having to owe a lot of money. As I went into Tims office, I was scared of the amount i would owe. He crunched all the numbers in a matter of a few minutes and told me that i would be getting a return!!! Times are really tough right now and I have been so overwhelmed with stress. I walked out of Tims office with a load off my shoulders. It doesn't end there, it gets even better. During our time with Tim, he asked how things were going. I was frank with him and told him that things were extremely tough but that we are making it with the help of family. When i had signed the papers, I already had my debit card out to pay for his wonderful services. The very nice lady told me "no charge." Tim had waived the fee for us. I felt like crying because of how bad our financial situation was. If you choose to do business with Tim, you will not regret it. I have never in my life met such a compassionate​, friendly, and professional businessman. I should add that in 2015 when i first started using Tim, he reviewed the taxes my brother did. My brother used turbo tax. Tim found mistakes and was able to give me an additional return of $300. So yes, TIm will save you money. read more

After my tax "Guy" kept raising his fees over the last three years, I looked around and found Time Wheeler, CPA through Yelp. They didn't ask me to fill out everything and bring them completed forms. They took the time to talk to my wife and I and asked detailed questions. They were done in less than a week after our initial week ans their price was $150 less than my last tax person. So far, nothing but great impressions. read more

I have been using Tim since 2013 when we became an S-corp. He is so knowledgeable and really explains everything every step of the way. I am so glad that he has branched off and opened his own office. Although he is now out of town, I will still continue to go to him for all of my business and personal tax needs. He is the best of the best and I will recommend all of my friends and business colleagues to Tim. read more

Fast, friendly, and professional. I have been using Tim for a few years now and I am always amazed by the customer service of all the team members. He even takes some extra time to answer any questions that I may have regarding next year taxes. I love the decor of his new location. I was told that some of the art on the wall is done by his toddler son. I always feel like I am in good hands with Tim. I have recommended his services to my family, and I can assure you that you won't be disappointed if you use them too. Thank you Tim for helping my family save a lot of money. read more

Keith is the best! We have been working with him for three years now and have no plan on changing that in the future. We drive from Livermore just to see Keith! We have two little kids so it's important we get the most out of our taxes each year. Keith is honest, helpful, personable, kind, and always works hard as to not miss any corner where we could benefit. If you are looking for a new tax guy, Keith is your man!! read more

Keith and Tim Wheeler's office is as good as it gets. After an exciting 2017 for my new wife and I along with purchasing our new home, Keith made our taxes simple and easy to understand. He walked us through the multiple phases and even looked at projections for 2018. We will return next year and would recommend anyone in need of a CPA or tax advice to reach out to this team. read more