Professional Guidance for Your Financial Success
Wheeler & Associates, CPA, PA is a full-service accounting firm serving clients throughout the Jacksonville area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our team of experienced certified public accountants, paraprofessionals, and administrative assistants are committed to providing high-quality services tailored to meet the unique needs of our clients.
Our Firm
For many years, Wheeler & Associates, CPA, PA has been providing quality, personalized professional services to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and income tax planning. By combining our expertise, experience, and team mentality, we assure that every client receives the close analysis and attention they anticipate. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our Mission
As a small business ourselves, we appreciate the entrepreneurial spirit of business owners and recognize their dependence upon professional accounting service providers to give both timely and competent advice. We are dedicated to remaining informed of the constantly changing tax laws and accounting industry developments affecting individuals and businesses. It is our intent to simplify your relationship with our firm by using a common sense approach to meeting your needs while living in a digital technology environment and as it relates to the various decisions you must make in accounting and tax matters, we will always strive to place you in a position to make informed decisions.
Our Services
We offer a wide range of services designed to meet the unique needs of our clients. Our services include:
- Tax planning and preparation
- Auditing and financial statement preparation
- Accounting and bookkeeping services
- Income tax planning and preparation
- Small business consulting
- QuickBooks training and support
Our Team
Our team is composed of experienced certified public accountants, paraprofessionals, and administrative assistants who are dedicated to providing personalized services to our clients. Our team members include R. Lamar Wheeler, CPA, Judy Wheeler, Larisa (Lara) Schoenly, Abdel H. Rashid, CPA, and Teresa Jurgens. Together, we have over 100 years of combined experience in auditing, accounting, income taxation, and small business consulting.
Overview of Wheeler & Associates
Wheeler & Associates is a highly praised accounting firm that has received an overwhelming number of 5-star reviews from satisfied clients. The firm's clients have consistently praised the professionalism, expertise, and personalized service provided by Lamar Wheeler and his team.
Client Satisfaction
Clients have expressed their gratitude for the exceptional service they received from Wheeler & Associates. They appreciate the team's attention to detail, promptness, and willingness to help with any accounting or tax-related issues. Many clients have mentioned that they have been with the firm for over 20 years, which is a testament to the firm's commitment to building long-term relationships.
Expertise and Knowledge
Clients have praised Lamar Wheeler's expertise and knowledge in accounting and taxation. They have mentioned that he is thorough, meticulous, and provides personalized advice tailored to their specific needs. The team's expertise has helped clients navigate complex tax challenges and provided peace of mind knowing that their financial affairs are in order.
Personalized Service
Wheeler & Associates is known for its personalized service, with clients feeling like they are part of the family. The team takes the time to explain complex accounting concepts in a simple and easy-to-understand manner, making clients feel comfortable and confident in their financial decisions.
