Our Services

Going Beyond The Numbers to Meet All Your Financial Goals

At WellsColeman, our primary goal is to really get to know you. We believe that by understanding not only your current financial situation but also your long-term plans and goals, we can provide the level of accounting, tax and financial consulting services that every individual, business or not-for-profit needs to feel secure and successful.

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"WellsColeman is a trusted advisor and an invaluable asset to my business."

Bo Nelson, Founder & President of Wholesale Pet

Our Services Include

Tax Planning and Compliance Services

Our experience and expertise in tax planning are what sets our service apart. By monitoring tax legislation and developing a comprehensive strategy tailored to your specific tax scenario, we’re able to maximize your tax savings, adding more to your bottom line.

  • Federal, state, and local tax filings
  • Individual, corporate, and partnership tax
  • Gift, estate, and trust tax
  • Not-for-profit tax filings
  • Employee benefit plan filings

Consulting

WellsColeman’s holistic approach to consulting improves the day-to-day functions of your business and helps you identify and plan for long-term goals. Whether it’s budgeting, forecasting, succession, mergers or something else, we’ve got you covered. We stand beside you throughout implementation to ensure you achieve your desired results and provide you peace of mind that your financial situation is sound.

Assurance Services

The accuracy and timeliness of your financial statements are critical not only to evaluating and monitoring the financial condition and operational results of your organization or business but also in allowing you to make educated decisions for your future. We perform Audit, Review, Compilation, and Agreed-Upon Procedure engagements.

Client Accounting Services

If you’re like most small business owners, accounting and bookkeeping might not always be top of mind while you run your business. Meaningful and reliable financial records are the foundation for making informed business decisions. Our Client Accounting Service professionals allow you more time to run your business, ensuring your business has the right financial infrastructure to succeed

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