Establish Your Legacy
Focus on Business and Personal Goals
At all stages of your partnership with WellsColeman, we consider both your business and personal goals.
As your business matures, we work with you to:
We help you at each stage of your business. Tap each one below to learn more:
Options to realize both business and personal goals
Exceptional results that meet your business and personal goals
Define your legacy
Develop options to realize both business and personal goals
Deliver exceptional results that meet your business and personal goals
We've been there with you throughout your journey.
We can help you define your legacy.
Tax and Accounting:
- Sales, Mergers and Acquisitions Planning and Support
- Succession Planning
- Retirement Planning
Trust and Estate:
- Charitable Trusts and Donor Advised Funds
- Gift Planning and Gift Tax Return Preparation
- Trust and Estate Planning/Retirement Planning
- Private Foundation Reporting, Compliance and Tax Returns
- Financial Statement Reporting
Client Accounting and Advisory Services:
- Financial Statement Preparation and Analysis
"We have enjoyed being valued business and personal clients of WellsColeman for well over 30 years. Having WellsColeman as a consistent, high-quality advisor has enabled us to plan more effectively and to get the right help at the right time. WellsColeman has been a true advocate throughout our relationship and it continues today. This included advising us when it came time to sell our family business. WellsColeman advised with tax structuring for the sale of our business, and they helped us to build a team of complementary service providers to help with achieving a successful sale. We cannot imagine a better partner."
Ready to learn more?
George Forsythe, CPA