Ripon: (209) 325-8500 Bozeman: (406) 920-1435
Ripon: (209) 325-8500 Bozeman: (406) 920-1435
About Us
Tim Wheeler, CPA
Tim has prepared over 35,000 tax returns over his 14 year career as a tax preparer. He is a CPA, EA, and has a Masters degree in accounting. Tim loves to truly assist those that need our services. He has a beautiful wife, Nicole, and 3 amazing children.
Email Tim at tim@timwheelercpa.com
Tyler Bultena
Tyler recently graduated from Iowa State University and has already passed his CPA exams. He has a heart for really understanding the needs of each client in order to help them with their tax and accounting goals. Tyler is loving the beautiful scenery of Montana and his local community.
Email Tyler at tyler@timwheelercpa.com
Erica Vertar - Office Manager
Erica is an office manager extraordinaire. She has 18 years of office management experience in a very accomplished tax office. Anyone that meets Erica immediately feels at home, even at a tax office!
Email Erica at erica@timwheelercpa.com
Melissa Figueroa - Office Manager
Email Melissa at office@timwheelercpa.com
Jennie Wilson - Bookkeeping
Email Jennie at accounting@timwheelercpa.com
Ginny Wertman - Office Assistant + Bookkeeping
Email Ginny at books@timwheelercpa.com
Rachael Scharmann - Payroll
Email Rachael at payroll@timwheelercpa.com
Trey Broaddus - CPA + Tax Manager
Trey started his accounting career in 2004 and has been a licensed CPA since 2007. His tenure in both public and private accounting industries has given him a thorough knowledge of financial statements and a variety of tax preparation experience for individuals and business entities. Trey believes in a service-oriented approach to helping clients. He lives with his lovely bride and their two wonderful children.
Email Trey at trey@timwheelercpa.com