Wheeler & Associates, CPA, PA

Wheeler & Associates, CPA, PA is an Accountant in Jacksonville, FL, located at 7406 Fullerton St #104. The firm provides professional, personalized accounting and tax services to individuals and businesses throughout the Jacksonville area. Their expertise covers basic tax management, audits, financial statements, and income tax planning. They assist clients with initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. The firm also performs analysis and due diligence procedures for proposed business purchases. They offer audits, reviews, compilations, and preparation engagements to meet varying financial reporting needs. Wheeler & Associates holds a rating of 4.50 based on customer reviews.

The staff includes certified public accountants, paraprofessionals, and administrative assistants. R. Lamar Wheeler, CPA, serves as the owner and small business consultant. He graduated from Jacksonville University and earned his CPA designation in 1974. Lamar is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. The firm practices a philosophy of giving back to the community through financial support of local organizations. Lamar has volunteered with the Sertoma Club Jacksonville, American Diabetes Association, United Methodist Conference, Boys and Girls Club of Northeast Florida, Rotary Club of Mandarin, MaliVai Washington Youth Foundation, and the Tom Coughlin Jay Fund Foundation.

The firm emphasizes long-term client relationships and earning trust through timely and attentive service. They strive to remain informed of constantly changing tax laws and accounting industry developments. Their approach involves using a common sense method to help clients make informed decisions in a digital technology environment. They aim to simplify the client relationship by providing close analysis and attention to every engagement. The team works to produce strategies that help clients face business planning challenges and capitalize on new opportunities. They provide objective analysis to assist in controlling costs and increasing efficiency.

The business maintains a positive rating from the customers who have reviewed it. This reflects the trust clients place in the firm’s seasoned professionals and their commitment to high standards. The combination of experienced staff and a focus on personalized service defines their standing in the local accounting sector.

Wheeler & Associates, CPA, PA brings decades of certified public accounting experience to Jacksonville, helping local individuals and businesses navigate complex financial and tax requirements with confidence.

Wheeler & Associates, CPA, PA is located on Fullerton St in Jacksonville, FL, situated about a mile from The Pavillion neighborhood. The firm is also near Southside Boulevard, which is less than a quarter mile away.

The business has a Performance score of 89 out of 100, credited to SEOScanPRO. This strong score reflects fast website loading times that keep visitors engaged and support search engine rankings. Additionally, the firm holds an Authority score of 75 out of 100, also credited to SEOScanPRO.