Wheeler & Associates is committed to serving businesses and individuals seeking quality and attentive services, and to providing an environment where creative, people-oriented professionals can practice their skills without the often impersonal constraints that are typically inherent to a large accounting firm.

We understand that as a business changes, so does its need for services. That's why we offer a full range of services that are intended to meet all the service needs of small businesses and their owners. Whether you’re seeking individual or business advice, Wheeler & Associates can help you with your immediate needs while helping you plan for the future. Our services including:

• Accounting services & financial statement preparation

• Auditing

• Tax planning & tax return preparation

• Business advisory services

• Quickbooks training & support services

Accounting Services and Financial Statement Preparation

Depending on your specific needs, Wheeler & Associates can provide accounting services ranging from maintaining accounting books and records, to preparing compiled or reviewed financial statements and tax returns. The level of service provided by Wheeler & Associates is limited only by your needs. Some of our most frequently provided services include:

• Preparation of compiled or reviewed financial statements;

• Forecasts and projections;

• Budgeting and financial controls;

• Accounting system design and implementation (also see Quickbooks Training and Support Services);

• Preparation of your accounting records/reports within our office from information you provide;

• Monthly, quarterly and yearly accounting service counseling for records you prepare and maintain within your office; and

• Payroll, sales tax and other business tax return preparation – federal and all states.

Providing financial information to our clients in a timely and accurate manner is a commitment that cannot be compromised. Whether we prepare and present your financial information to you or assist you with its creation, we understand the importance of information in measuring the financial success of your business and allowing you to make timely financial management decisions.

Auditing

Audit engagements can be much more than merely a required reporting obligation. We view an audit engagement as an opportunity to provide value through the study and evaluation of a company’s business practices and procedures resulting in ideas and suggestions to increase efficiency and protect assets. We go beyond just expressing an opinion about your financial statements and attempt to offer an informed opinion about your company as a whole.

Through management inquires and financial performance evaluations, we can offer recommendations of ways to improve your internal controls and procedures. Our audit services can include:

• Preparation of audited historical financial statements;
• Cash flow analysis;
• Analytical review, including financial ratio analysis;
• Internal controls review and recommendations; and
• Preparation of special financial reports, including agreed upon procedures.

Tax Planning and Tax Return Preparation

Both state and federal tax laws remain complicated and with changes already scheduled to occur in the future, engaging a qualified tax planner and tax return preparer has rarely been more important. We can help you plan to reduce and defer your tax liability while remaining in compliance with the ever-changing tax laws.

Wheeler & Associates can also assist you in organizing your tax records in advance of the time to prepare your return. Our process is designed to ensure that you take advantage of all tax deduction and income deferral opportunities.

Wheeler & Associates’ tax services include:

• Tax entity selection;
• Tax planning and tax return preparation for all entities including individuals, corporations, partnerships and limited liability companies – both state and federal;
• State and local tax returns such as sales tax, payroll tax, Florida Intangible Property Tax and county personal property tax returns;
• Trusts tax returns; and
• Tax audit avoidance counsel and tax audit representation for local, state and federal government tax audits.

Because of both tax law changes and changes which might occur within your personal or business life, we believe that effective tax planning is an on-going process. We offer to work with you year-round to ensure that you maximize your tax planning opportunities and avoid unpleasant surprises. We do this by keeping you informed of the changing tax laws and receiving timely information from you. This arrangement has proven to be successful in building long-term relationships with our clients. 

Business Advisory Services

Wheeler & Associates is dedicated to being more than just an accountant or tax return preparer to its clients. In becoming involved with our clients, we assist them in establishing and meeting long-term objectives and specific strategies relevant to their company’s overall success and profitability. When applicable, we will utilize strategic alliances to bring you or your business the resources it needs from other professions. 

We can assist your business in identifying areas that are negatively affecting its profitability and growth and assist you in developing solutions that are practical and specific to your needs. Our familiarity with the local business environment and our many years of experience serving a variety of industries and professions enables us to provide these services.

We will provide you with comprehensive, flexible strategies that address the issues affecting your business. Wheeler & Associates can offer advice and guidance in the following areas:

• Accounting software selection and implementation;
• Analysis and “due diligence” procedures relating to purposed business purchases;
• Break-even analysis;
• Business succession planning;
• Business valuation.
• Cash management;
• Employer/employee and independent contractor issues;
• Entity comparison and selection;
• Financial planning and budgetary controls;
• Fringe benefits to the small business owner;
• Lease vs. purchase decisions;
• New business start-up procedures;
• Operations planning and control;
• Performance measurement systems;
• Review of contracts concerning tax and financial issues (not legal); and
• Strategic business planning.