Tax Planning and Advisory

Tax Accounting, Preparation and Planning

Our tax advisors have extensive expertise in tax accounting, preparation and planning. This expertise places us in a unique position to partner with you at all phases of your business and personal journey.

We will help you achieve your best results by developing a comprehensive strategy and action plan based on your needs and objectives.

A sound tax and estate plan will assist you in creating, growing and protecting your wealth. We meet with our clients proactively and on a regular basis so we can look to the future, anticipate their needs, avoid surprises and deliver long-term, sustained value.

What We Do

Build Your Foundation

Realize Your Potential

Establish Your Legacy

  • Business Formation and Choice of Entity
    • Taxable and Tax-Exempt
  • Business Licensing
  • Individual Income Tax Preparation and Planning
  • Business Income Tax Preparation and Planning
  • Multi-State Planning
  • Tax Planning
  • Trust and Estate Accounting and Tax Preparation and Reporting
  • Family Wealth Planning
  • Grants and Tax Credit Opportunities
  • Management Planning and Advisory Sessions
  • Sales, Mergers and Acquisitions
  • Succession Planning
  • Retirement Planning
  • Trust and Estate Planning
    • Charitable Trusts and Donor Advised Funds
    • Gift Planning/Gift Tax
    • Private Foundations

"We have worked with WellsColeman for many years. The staff has always been professional and focused on the best ways to help us run our business. They are not just accountants, but partners helping us innovate and grow. Their support and consultation from inception through acquisition has been invaluable."

William Lane

Industrial Chemicals

"WellsColeman constantly delivers above and beyond for StopLoss on both the tax side and with helping us with strategic planning and fundraising. If only the rest of our service providers supported us the way WellsColeman does…you all constantly think of us and that is what we were missing before from our CPA relationship."

Shaun Whiteley & Mike Anderson

Owners at StopLoss

Ready to learn more?

We're here to help! Contact us about our Tax Planning and Advisory services.

headshot of Johnathan

Johnathan G. Orrock, CPA
Partner, Tax

Contact Johnathan
Joe-Bugg-Headshot

Joe Bugg, III, CPA
Partner, Trusts and Estates

Contact Joe