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Jeanne L. Wiener
O 650-209-1800
D 650-209-1839
F 650-209-1895


Preparation of individual, fiduciary, estate, corporate, payroll and sales tax returns. Personal Financial Specialist assisting clients with financial, estate, and tax planning. Additional expertise in Special Needs planning.

Professional Associations and Leadership

  • California Society of CPAs
  • Member, Personal Financial Planning Committee, California Society of CPAs
  • Member, Estate Planning Committee, California Society of CPAs
  • Personal Financial Specialist, AICPA  


  • B.A., Economics, Stanford University
  • M.B.A, University of Southern California

Why I Am Passionate About Public Accounting

Jeanne is passionate about planning, estate planning and financial planning in particular. She has seen how planning and preparation can make a profound difference in people’s lives and financial futures. She is also committed to assisting clients to navigate the complexities of tax compliance and planning to minimize taxes and ease client anxiety.

Who I Am Outside The Office

Outside the office she is an avid gardener, Giants fan, and advocate for her adult disabled son.

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