Wheeler & Associates, CPA, PA

Wheeler & Associates, CPA, PA is an accountant in Jacksonville, FL. The firm provides a broad range of accounting and tax services to individuals and businesses throughout the Jacksonville area. Their work spans tax management and preparation, bookkeeping and write-up, assurance and advisory services, audits, reviews, compilations and preparation engagements, business valuation, IRS and state audit representation, payroll, retirement planning, entity selection and restructuring, cash flow and budgeting analysis, financial projections and forecasts, business loan applications, litigation support and forensic accounting, estate and trust planning, and employee benefits including pension and profit-sharing plans. They also offer QuickBooks training and support, along with new business start-up procedures and lease versus purchase analysis. The practice holds a rating of 4.50.

The firm has been serving clients for many years, building a client base that returns year after year. Their staff works as a team, combining seasoned tax professionals with hands-on experience ranging from basic tax management to more complex engagements such as audits, financial statements, and income tax planning. The firm itself operates as a small business, giving the partners a working understanding of the needs of business owners and the value of timely, competent advice. They keep current with changing tax laws and accounting industry developments. As part of their practice, they contribute financially and through active participation to local charitable and community organizations in Jacksonville. New business clients are offered four hours of QuickBooks training at no fee.

The office is at 7406 Fullerton Street, Suite 104, about two-tenths of a mile from Southside Boulevard and roughly six-tenths of a mile from Philips Highway. Julington Creek runs within about nine-tenths of a mile to the north. The firm keeps weekday hours from 8:00 a.m. to 4:30 p.m. and also schedules Saturday appointments, with contact by phone, fax, or email.

A local Jacksonville accounting practice of long standing, Wheeler & Associates brings together tax preparation, advisory work, and community involvement under one roof for individuals and businesses across the area.