Phone: (651)738-4805

Kelley M. Wheeler, CPA

Present Position: President
Email: kwheeler@bwrcpa.com

Education:

  • Concordia College, Moorhead, Minnesota. Bachelor of Arts Degree in Business Administration, Accounting.
  • University of Minnesota, Minneapolis, Minnesota. Additional course work taken in the Masters of Business Taxation program.

Experience:

Over Thirty (30) years of experience in tax and business consulting, including:

  • Tax Planning in the area of closely held corporations and their owners.
  • Consulting and tax planning related to international and multi-state taxation.
  • Represented clients before the Internal Revenue Service and State of Minnesota.
  • Structuring corporate mergers, acquisitions, and liquidations.
  • Consulting and tax planning for publicly held corporations.
  • Consulting and tax services for Non-profit corporations.
  • Performing Business Valuations of closely held businesses.

Professional:

  • Certified Public Accountant - State of Minnesota, 1984.
  • Member of American Institute of Certified Public Accountants.
  • Member of Minnesota Society of Certified Public Accountants.
  • Former board member for non-profit hockey and civic organizations.

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