LMGW has Named Matthew O. Wheeler as Managing Partner
In his new role, Matthew O. Wheeler will oversee client, talent, quality, regulatory and community initiatives for the firm, which includes 23 individuals. Additionally, he will continue to service LMGW clients focusing on individual and small business tax planning, compliance, and tax dispute resolution services.
“I am humbled and honored to succeed to Keith Plottel’s role and serve LMGW’s professionals and clients,” said Wheeler. “I look forward to building upon the hard work Keith has done in growing our firm and continue to focus our efforts on providing outstanding quality service.”
Plottel will remain a partner at LMGW, serving his diverse client base and assisting in the transition of managing partner duties to Wheeler.
Wheeler joined LMGW in 2007 as a tax partner and has served some of the largest and most complex clients in the firm.
Active in the community, Wheeler serves on the boards of the Cupertino Chamber of Commerce and the David Andrew “Pooh” Maddan Foundation, a 501(c)(3) non-profit focused on providing financial assistance for living expenses not covered by insurance or otherwise to young adults diagnosed with cancer. The Foundation also recently provided a $100,000 research grant to fund an innovative phase II clinical trial focusing on treating sarcoma patients with minimal side effects. Wheeler received his bachelor’s degree from UC Santa Barbara and a Masters in Taxation from Golden Gate University. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants and is a licensed CPA in California.
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