Wheeler & Associates, CPA, PA is a full-service accounting firm in Jacksonville, Florida, serving individuals and businesses throughout the local area with personalized tax and financial services. The firm offers a comprehensive range of expertise, including tax preparation and planning, bookkeeping, payroll services, business loan applications, financial projections, audit representation, estate and trust planning, and QuickBooks training and support. With years of experience, the firm specializes in helping clients navigate complex financial decisions, from new business start-ups to entity restructuring and retirement planning. Clients appreciate the firm’s attention to detail, timely advice, and commitment to staying current with evolving tax laws. Rated 4.50, the firm is recognized for consistent professionalism and client satisfaction.
The firm emphasizes a team-oriented approach, combining the experience of seasoned professionals with a dedication to personalized service. As a small business itself, Wheeler & Associates understands the unique challenges faced by local entrepreneurs and strives to provide reliable, knowledgeable support. The firm actively contributes to the Jacksonville community through financial support and involvement with charitable organizations, reflecting its commitment to giving back. It maintains a strong focus on client education, offering online tools such as downloadable IRS forms, financial calculators, tax rate updates, and news resources to help clients make informed decisions year-round.
Located on Fullerton Street, the firm sits just a short distance from key regional landmarks. It is approximately 0.2 miles from Southside Boulevard, a major highway, and about 0.6 miles from Philips Highway, a primary thoroughfare. The office is also within a mile of Julington Creek and the FCA Blueclaws sports center, with The Pavillion neighborhood nearby. These nearby features highlight its accessible location within a well-connected part of Jacksonville.
Wheeler & Associates, CPA, PA stands out for its well-documented online presence and clear, search-engine-friendly website, which reflects a high standard of professionalism and transparency. The firm’s consistent, detailed information and accessible resources reinforce its reputation as a trusted, reliable partner in financial management. This clarity and reliability are key strengths that support its long-standing client relationships.
As a dedicated accounting firm rooted in Jacksonville’s business community, Wheeler & Associates, CPA, PA combines local insight with national expertise, helping individuals and businesses achieve financial clarity and long-term success.