Business Details
Trusted Accounting Services in Jacksonville, FL
Wheeler & Associates, CPA, PA has served clients in the Jacksonville area for decades, offering professional accounting and tax services tailored to individuals and businesses. Our expertise spans tax management, audits, financial statements, and income tax planning, supported by a team of certified professionals with decades of combined experience. We prioritize personalized service, combining technical proficiency with strategic guidance to help clients navigate financial challenges. Our commitment to community involvement is reflected in active participation and financial support for local charitable organizations. As a small business ourselves, we understand the importance of timely, competent accounting advice for entrepreneurs.We stay informed about evolving tax laws and industry developments to simplify clients' financial relationships through a common-sense approach. Our team includes certified public accountants, paraprofessionals, and administrative specialists with extensive experience in accounting and tax matters. We emphasize transparency, ethical practices, and long-term client relationships built on trust and reliability. Our technology-driven solutions ensure clients receive timely, relevant financial information. This combination of expertise, community focus, and client-centric values has earned us consistent client retention over the years.
Services
Tax Management
Bookkeeping Services
Audits & Reviews
Business Consulting
QuickBooks Support
Estate Planning
Payroll Services
Financial Projections
IRS Representation
Entity Selection
Highlights and features
- We have over 40 years of combined experience in accounting and tax services
- Our team includes CPA-certified professionals with specialized industry knowledge
- We offer free QuickBooks training valued at $600 for new business clients
- Active community involvement through local charitable organization support
- We provide personalized financial strategies tailored to individual client needs
Associations and certifications
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
Services
Tax Management
Our tax management services help individuals and businesses minimize liabilities while maximizing financial opportunities. We provide comprehensive tax planning strategies that align with current regulations and future goals. Our CPA-certified professionals deliver customized solutions for both personal and business tax needs.
Bookkeeping Services
We offer complete bookkeeping solutions to maintain accurate financial records for businesses of all sizes. Our services include ledger maintenance, financial statement preparation, and accounting system implementation. Certified professionals ensure timely and precise financial tracking to support business decision-making.
Audits & Reviews
Our audit and review services provide varying levels of assurance for financial statements. We conduct thorough examinations of accounting records to verify accuracy and compliance. Services range from full audits to limited reviews based on client requirements and regulatory needs.
QuickBooks Support
Certified QuickBooks ProAdvisors offer training, setup, and ongoing support for accounting software solutions. We help businesses implement and optimize QuickBooks systems for efficient financial management. Services include installation, customization, and operational guidance for optimal use.
Business Consulting
We provide strategic business consulting services covering entity selection, financial projections, and operational planning. Our experts assist with business valuations, succession planning, and financial decision-making. Services are tailored to help businesses achieve long-term growth and stability.
People
R. Lamar Wheeler
Owner and Small Business Consultant
CPA with over 40 years of experience in auditing and tax consulting. Active community volunteer supporting multiple Jacksonville organizations. Graduated from Jacksonville University in 1974.
Judy Wheeler
Office Manager
Over 30 years of firm administration experience. Bachelor of Science in English from Florida State University. Active in local church and Guardian Ad Litem program.
Larisa Schoenly
Senior Accountant
Certified QuickBooks ProAdvisor with 20 years of accounting experience. Former investment banking professional. Fluent in Russian with expertise in small business accounting solutions.
Abdel Rashid
Senior Tax Manager
CPA with 20+ years in public accounting. Holds advanced degrees in accounting and international business. Fluent in Arabic with specialization in tax compliance and consulting.
Vanessa Trujillo
Senior Accountant
Enrolled Agent with decade of tax experience. Certified QuickBooks ProAdvisor pursuing CPA designation. Specializes in small business accounting and IRS representation.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, financial statements, payroll processing, tax planning, and business consulting tailored to small business needs.
Are you available for weekend appointments?
Yes, we offer Saturday appointments for client convenience while maintaining regular Monday-Friday business hours.
Do you provide QuickBooks training for new clients?
We offer four free hours of QuickBooks training valued at $600 for new business clients, covering software setup and financial management basics.
What areas do you serve?
While based in Jacksonville, FL, we serve clients throughout the surrounding areas with personalized accounting and tax services.
How can you help with tax planning?
Our CPA-certified professionals provide strategic tax planning to minimize liabilities, maximize deductions, and ensure compliance with federal and state regulations.
What sets your firm apart from other accountants?
We combine decades of experience with personalized service, community involvement, and technology-driven solutions to deliver tailored financial guidance for each client.
