About Us
Tim Wheeler, CPA
Tim has prepared over 20,000 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. He is proud to live, work in and have the best Tax Preparation in Ripon.
Email Tim at tim@timwheelercpa.com
William Holtsman, CPA
William spent 7 years in law enforcement before starting his career in public accounting in 2010. He has his BS in Business Administration from California State University, Stanislaus and is a CPA. Originally from Manteca, he now lives in Twain Harte with his son and two dogs. William’s focus is on helping clients achieve a lifetime of tax efficiency; paying the least amount of tax over one’s lifetime rather than in just one individual year.
Email William at william@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
Erica Vertar - Office Manager
Erica is an office manager extraordinaire. She has 11 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
Rachael Scharmann - Payroll + Office Assistant
Melissa Figueroa - Office Assistant
