At Wheeler & Associates, CPA, PA, we are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our team of certified public accountants, paraprofessionals, and administrative assistants have years of experience in auditing, accounting, income taxation, and small business consulting.
Our Firm Philosophy
We understand the importance of entrepreneurial spirit and the reliance on professional accounting services to provide timely and competent advice. As business owners ourselves, we recognize the challenges our clients face and strive to provide solutions that simplify their relationship with our firm. We believe that building long-term relationships requires a commitment to earning trust and providing attentive service.
Our Team
Our team is comprised of certified public accountants with extensive experience in their respective fields. Meet our team members:
- R. Lamar Wheeler, CPA, Owner and Small Business Consultant, has over 40 years of experience in auditing, accounting, income taxation, and small business consulting. He is a member of the Florida Institute of Certified Public Accountants and American Institute of Certified Public Accountants. Lamar is passionate about giving back to the community and has volunteered his time to various organizations.
- Judy Wheeler, Office Manager, has over 30 years of experience in firm administration and management. She is a graduate of Florida State University and has a background in public education. Judy has also served in various community organizations.
- Larisa (Lara) Schoenly, Senior Accountant and Certified QuickBooks ProAdvisor, has nearly 20 years of experience in small business accounting and income tax preparation. She is a certified QuickBooks ProAdvisor and has experience in client set up, conversion, training, and troubleshooting for QuickBooks.
- Abdel H. Rashid, CPA, Senior Tax Manager, has over 20 years of public accounting experience in auditing, accounting, income taxation, and small business consulting. He is a member of the Florida Institute of Certified Public Accountants and American Institute of Certified Public Accountants.
- Teresa Jurgens, Executive Administrator and Senior Accountant, has over 40 years of service in public accounting and has extensive experience in serving small business clients. She has a background in CPA firm administration and management.
Our Services
At Wheeler & Associates, CPA, PA, we offer a wide range of services to meet the unique needs of our clients, including:
- Audits and reviews
- Financial statement preparation
- Income tax planning and preparation
- Bookkeeping and accounting services
- QuickBooks setup and training
- Tax planning and preparation for individuals and businesses
Our Mission
We are committed to providing personalized services and guidance to our clients, ensuring that our relationship is built on trust and attestation. We understand the importance of timely and competent advice, and we are dedicated to meeting your unique needs in a professional and attentive manner.
Exceptional Service and Expertise
The following reviews are a testament to the exceptional service and expertise provided by Wheeler & Associates. Every reviewer, without exception, has given the firm a perfect 5-star rating, praising the professionalism, knowledge, and courteous service of the team.
Highlights of the Reviews
- The reviewers have been impressed by the firm's professionalism, care, and attention to detail, with one reviewer stating that Lamar Wheeler is "one of the most professional and customer-focused individuals" they have ever known.
- Many reviewers have emphasized the firm's expertise, with some commenting on their skill in handling complex financial and accounting issues. One reviewer praised the firm's ability to "explain items in details, " while another appreciated their ability to "take the time to explain everything in a way that makes sense."
- Several reviewers have highlighted the firm's commitment to customer service, with one reviewer noting that the team is "always willing to help" and another mentioning that they have received "above and beyond" support.
- The reviewers have also praised the firm's integrity, with one reviewer commenting that Lamar Wheeler is "the most honest person in the world."
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