About Us

Wells Bookkeeping & Tax, LLC is  a wide-ranging, full-charge with experience in all the areas you’d expect of long established bookkeeping services.

We prepare accounts for self-employed businesses, whether sole traders, sole proprietors or partnerships. Of course, we help with taxation, corporate and personal, and provide business consultations.

As a part of your team, we will gain in-­depth knowledge of your needs to provide you with the most appropriate services to help you accomplish your goals; If your books are in disarray, it will be difficult to understand if you are making a profit or losing money. 

It Starts with Bookkeeping & Ends with the IRS!


How We Help


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      Bookkeeping involves general accounting duties, although comparatively the roles share two basic functions:

      • -To track your income and expenses, which helps you understand how you are managing your money, and better control your finances.
      • -To collect the financial information necessary for making strategic decisions while keeping up with competitors.
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      Our personal, one-on-one service and expert tax return preparation will give you peace of mind, knowing that your tax return is in capable hands.

      We are diligent about remaining up-to-date on the changing tax laws, and will examine all of the tax-saving opportunities available to you.

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As an employer, part of operating your business is complying with employment tax jurisdictions, making timely tax payments and filing the correct reports and returns. Depending on which state you are operating in, there may also be state requirements.

To ensure that your payroll tax responsibilities are handled correctly, you must:

  • -Make sure that federal, state, and local taxes are paid and reported to the correct tax agency
  • -Report the correct income, withheld amounts, and amounts paid to employees/contractors
  • -Maintain the required federal, state, and local tax records

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Our accounting services will help you to understand your obligations and unlock the information contained within your accounts; ensuring that informed decisions are made so that you can make the most of your business potential.

Let us handle your complex and time- consuming tasks-and deliver all of the financial data you need to make informed business decisions.

 

Appt. Calendar

Our Process

Accounting and Tax practices are a serious matter and decisions to hire professionals internally or externally should not be taken lightly. For that cause, WB&T has a process for getting services started.

Due to the nature of our business, we see clients by appointment only. Your accounting, payroll and taxes are reviewed and discussed in a personal setting of your choice. 

Our process gives you the opportunity to learn our methods, while we understand your needs.


Give Me My Free Estimate

Create an Account

All Clients will need to register for an account. This step initiates a verbal agreement between WB&T and YOU.

No worries, you are not locked in! However, this gives us ability to acquire data to continue.

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Who We Serve

In today’s concept of globalization and technology, the process of doing business has been redefined.

The phases involved in the fundamentals of bookkeeping can be both overwhelming, and time-consuming particularly in such industries that have constant changes.

Wells Bookkeeping & Tax, LLC offers ongoing and transitional, assistance with regular accounting tasks for the following industries:

 
Real Estate
Shifting regulations and business models, sound fiscal practices and access to capital are now more important than ever.
Professional Services
The Team is familiar with the financial and operational challenges facing your businesses—as well as the unique opportunities you can leverage.
Transportation & Logistics
The team is available for clients, helping on a wide range of issues, from growing your business, acquiring prospects to helping develop exit strategies.
Construction
We understand the challenges facing the construction industry including bonding, insurance, taxes, profitability analysis, etc… 
Education
Our team of specialists provide education leaders with actionable insight on the latest trends, regulations and issues.
Banking & Financial
Numbers matter a whole lot in the finance sector, but they aren’t by far the only factor in your organization’s success.
Non-Profits
As your team member, WB&T will constantly work with  to explore new opportunities to improve accounting, financial and operational procedures
Healthcare
With costs and regulatory requirements both on the rise, the team here at WB&T can assist clients in closely monitoring costs, revenues and risks.
Manufacturing & Distribution
We are passionate about improving the competitiveness of our manufacturing & distribution clients..
Entrepreneurs
Businesses often offer cross-industry products and services to stay competitive. we can handle that too

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