Wells, Coleman & Company, L.L.P.

Categories:

Use the categories below to learn more about the services we provide to our clients.

• Services 
• Accounting and Auditing 
• Tax Planning and Compliance 
• Financial Planning and Consulting 
• Management Consulting 
• Estate and Trust Planning and Administration 
• IT Consulting 

Tax Planning and Compliance

Tax planning and compliance is a mainstay service for our practice. Our expertise in tax law planning truly sets our tax services apart as we strive to limit both current and future tax liabilities for our clients. We’ll work with you to develop a comprehensive strategy and action plan based on your business or individual needs, helping you achieve the best results.

Our tax planning and compliance services include:

• Planning
  • Business valuations
  • Buy-sell agreements
  • Charitable contributions and foundations
  • Closely-held family business tax issues
  • Employee benefits (pension, profit-sharing and 401(k) plans)
  • Estate and trust planning
  • Gifting
  • Liquidations and distributions
  • Mergers and acquisitions
  • Personal financial planning
  • Retirement planning
  • Succession planning
  • Tax credits and incentives
  • Trust and estate administration
• Compliance
  • IRS and state and local tax authority representation
  • Like-kind real estate exchanges
  • Payroll taxes
  • Sales and use tax
  • Tax credits and incentives
  • Tax law changes
  • Tax return preparation