Boosting Knowledge with Matt Wheeler

What is a HENRY, what are their financial needs, and how should the accounting profession best cater to those needs? Randy talks with Matt Wheeler, Managing Partner of Wheeler Accountants and co-host of the Avocado Toast podcast, about his unique approach to promoting financial literacy. Through his podcast and other initiatives, Matt advocates for education, since people don’t know just how much financial support and advice they need. The more they learn, the more likely they are to seek out professional accounting and financial services.

Important Links

Wheeler Accounting, LLP

The Avocado Toast Podcast

Matt Wheeler on LinkedIn

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About the Guest

Matt Wheeler is the managing partner of Wheeler Accountants LLP in San Jose, California, a boutique tax and accounting firm in Silicon Valley and one of Accounting Today magazine’s Top 100 Best Firms to Work For. An expert in the tax treatment of equity compensation for individuals, Matt specializes in HENRYs—High Earners Not Rich Yet—who often are in need of financial planning and tax education.

Matt is the co-host of the Avocado Toast podcast, with the goal of “sharing actionable steps to improve your financial well-being.” Matt and his co-host Eric Rodriguez hope to build a community of like-minded  young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence.

Matt earned his BA in Business Economics from the University of California, Santa Barbara, in 2004, where he was a scholarship swimmer and earned recognition as the two-time Big West Conference Swimmer of the Year. He was certified by the California Board of Accountancy in 2006, and earned his Master’s in Taxation from Golden Gate University in 2008.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.