It turns out that no matter how much you go to school, you still might end up in sales. Matt Wheeler is an accomplished CPA and firm manager who learned the hard way that there is more to winning business than just getting the meeting.

Who I am:
Matt Wheeler is the managing partner of Wheeler Accountants and a tax advisor for serial entrepreneurs, individuals with complex equity compensation and general partners of Venture Capital and Private Equity funds. His goal and focus is to minimize the taxes my clients pay over their entire lifetimes. He lives in San Jose with his wife and four(!) children.

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