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Experience is essential in successfully navigating the world of financial reporting services. Our staff is composed of certified public accountants, paraprofessionals and administrative assistants who are experienced in serving the accounting and tax needs of small businesses and individuals. Each of our staff members believes in our commitment to service and client satisfaction, which allows us to develop long lasting business and personal relationships with our clients.

We’re pleased to introduce the team members of Wheeler & Associates, CPA, PA.

Career Opportunities

Our team approach to operating our professional practice benefits Wheeler & Associates’ team members as well as our clients, providing the opportunity for our team members to work with a variety of clients on multiple accounting and tax engagements. As a small firm, our team members get to know each other on a professional and personal level in a family environment. 

Whether you're a recent college graduate or a seasoned professional, we invite you to explore the employment opportunities at Wheeler & Associates. For more information, contact us at 904.363.1099 or send us your resume.  

R. Lamar Wheeler, CPA
Managing Partner

R. Lamar Wheeler, CPA began his career in accounting with CSX Railway in 1963 followed by employment with two local accounting firms. In 1975, Lamar founded and served as senior partner of his own practice, which grew to become Wheeler, Erwin & Fountain, CPAs. 

Deciding he could provide more attentive and personalized services to his clients as a smaller business, Lamar left his firm and founded Wheeler & Associates, CPAs in 1999. He serves as managing partner and continues to provide his clients with services in the areas of accounting, auditing, taxation and small business consulting.

Lamar received his Associate of Arts Degree in 1969 from Florida Community College of Jacksonville and Bachelor of Science in Accounting from Jacksonville University in 1973. He earned the designation CPA in 1974. Lamar is a member of the Florida Institute of Certified Public Accountants and American Institute of Public Accountants.

Over the years, Lamar has volunteered his time to a variety of community organizations in Jacksonville, including: Sertoma Club Jacksonville, American Diabetes Association, United Methodist Conference, Boys and Girls Club of Northeast Florida, Inc. and Rotary Club of Mandarin. He currently serves as a board member with the Rotary Club of Mandarin (past president), MaliVai Washington Kids Foundation, Inc. (treasurer) and the Tom Coughlin Jay Fund Foundation, Inc. (treasurer).

Lamar and his wife Judy have been married for 38 years and have raised 3 daughters (Kristin Bowers, Dr. Kathryn Wheeler and Kimberly Kelly). Lamar and Judy have been members of the Mandarin United Methodist Church since 1984, where they have served on various committees and as youth leaders. 

T. Alan White, CPA
Principal

T. Alan White, CPA began working with Wheeler & Associates part-time in 2000 and joined the firm full-time as principal in 2003. He has more than 20 years of experience in the areas of small business and non-profit auditing, accounting and taxation.

Alan earned his Associate of Arts Degree from Florida Community College of Jacksonville in 1977, Bachelors in Business Administration from the University of North Florida in 1979 and Masters in Business Administration from the University of North Florida in 1986.

A CPA since 1981, Alan is a member of the Florida Institute of Certified Public Accountants and American Institute of Certified Public Accountants. Over the years, his community involvement has included the North Florida Chapter of the National Railway Historical Society (past treasurer) and the Parent Teacher Organization for Julington Creek Elementary School.

Karen Wakefield
Executive Assistant
Karen Wakefield has been with Wheeler & Associates since its inception in 1999. She has more than 30 years of combined experience as an administrative assistant and clerical support. Over the years, she has provided these services in the areas of accounting, insurance, home health care, real estate and general business.

In her personal time, Karen enjoys crafts, gardening, travel and cooking. 

Judy Wheeler
Office Manager
With a background in teaching, Judy Wheeler has assisted her husband as office manager since the inception of the practice in 1975.  Judy holds a bachelor of science in English education from Florida State University.

Within the community, Judy has served with the Guardian Ad Litem program and as a youth Sunday School teacher at Mandarin United Methodist Church. She and Lamar have three daughters and two grandchildren.

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