Business Details
Your Trusted Partner for Accounting and Tax Solutions
Wheeler & Associates has been providing quality, personalized professional accounting services to individuals and businesses for decades. Our expertise spans tax management, accounting, audits, financial statements, and income tax planning. By combining our team's experience and collaborative approach, we ensure every client receives the detailed analysis and attention they deserve. Our commitment to high standards, hiring of seasoned tax professionals, and strong work ethic have earned us a loyal client base. We actively support local charitable organizations, demonstrating our appreciation for the Jacksonville community we serve.As a small business ourselves, we understand the entrepreneurial spirit and the critical need for timely, competent accounting advice. Our mission is to simplify your relationship with our firm through a common-sense approach, leveraging digital technology to help you make informed financial decisions. With decades of combined experience, our team of CPAs, paraprofessionals, and administrative assistants is dedicated to meeting your service needs promptly and attentively.
Services
Tax Management
Bookkeeping
Audits
Business Valuation
Payroll Services
Estate Planning
Financial Projections
IRS Audit Representation
QuickBooks Support
Retirement Planning
Highlights and features
- We offer decades of experience in accounting and tax services for individuals and businesses.
- Our team includes certified public accountants and QuickBooks ProAdvisors with specialized expertise.
- We provide personalized service with a focus on community involvement and client education.
- Our firm offers free QuickBooks training for new business clients as part of advisory services.
- We combine technical expertise with a common-sense approach to financial decision-making.
Services
Tax Management and Preparation
Our tax services help individuals and businesses navigate complex tax regulations while minimizing liabilities. We provide comprehensive preparation, strategic planning, and audit representation. Our team stays current with evolving tax laws to ensure compliance and optimize financial outcomes for clients in Jacksonville and beyond.
Audits, Reviews, and Compilations
We offer all levels of financial statement reporting, from audits to compilations, tailored to client needs. Our services ensure accurate reporting, internal control evaluation, and third-party assurance. Whether required by institutions or for internal strategy, we deliver thorough analysis and compliance-focused solutions.
QuickBooks Training and Support
Certified ProAdvisors provide personalized QuickBooks training, setup, and troubleshooting. We help clients maximize software capabilities for financial tracking and reporting. Our support includes system customization, transaction review, and ongoing operational assistance to improve accounting efficiency.
Business Valuation
We analyze business value for mergers, acquisitions, or succession planning. Our valuation services consider market conditions, financial health, and growth potential. Clients receive detailed insights to support informed decisions for buying, selling, or strategic development.
Estate and Trust Planning
Our estate planning services help clients protect assets and ensure smooth succession. We work with individuals and businesses to create tax-efficient strategies, minimizing liabilities while aligning with long-term financial goals and family needs.
People
R. Lamar Wheeler
Owner and Small Business Consultant
CPA with over 40 years of experience in auditing, accounting, and small business consulting. Active in Jacksonville community organizations and professional associations.
Larisa Schoenly
Senior Accountant
Certified QuickBooks ProAdvisor with 20 years of experience in small business accounting and tax preparation. Former investment banking professional with expertise in client training.
Abdel Rashid
Senior Tax Manager
CPA with 20+ years in public accounting, specializing in taxation and business consulting. Holds advanced degrees in accounting and international business.
Vanessa Trujillo
Senior Accountant
Enrolled Agent with a decade of experience serving small businesses. Certified QuickBooks ProAdvisor pursuing CPA designation while providing tax and accounting solutions.
Debra Taylor
Senior Audit Manager
MBA holder with 20+ years in auditing and business consulting. Experienced in financial reporting and compliance for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and QuickBooks support tailored to small business needs.
Do you offer free QuickBooks training for new clients?
Yes, new business clients receive four hours of complimentary QuickBooks training valued at $600.
How do you handle IRS audit representation?
Our team provides professional representation during audits, leveraging experience to minimize consequences and ensure compliance.
What tax planning services are available for individuals?
We offer strategic tax planning to minimize liabilities, including retirement planning and estate tax strategies.
Can you assist with business valuation for acquisitions?
Yes, we analyze business value for mergers, acquisitions, and succession planning with detailed financial insights.
