Our Firm
We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment and read more about Jeff Wells, our history, our credentials, and our areas of specialization. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.
jefferson w. wells
, CPA, PFS
Jeff Wells graduated from the University of Mississippi in 1971, receiving a Bachelors degree with majors in Accounting, Chemistry, Psychology, and Biology. He worked for a Memphis CPA firm for two years before entering corporate financial management. Jeff served as Chief Financial Officer of Borg Textile Corporation, a major employer in the Chattanooga area, before he began his own tax and financial services practice in 1993.
Jeff and his wife Michelle have two children and moved to the Chattanooga area in 1979.
Our History
Mr. Wells began his firm as an independent in 1993 after coming out of his role as chief financial officer for another local corporation.
In 1996, Jeff was approached by an investment house that offered to broaden his clients and services with additional training and experience. He remained with that company for a while but ultimately branched out on his own to better serve his clients by giving his business a personal touch, which he prides himself in.
Today, he remains an independent and is not affiliated with any investment house.
Our Credentials
Jeff Wells is a licensed Certified Public Accountant and Personal Financial Specialist. He is also securities and insurance-licensed.
Jeff is a member of the American Institute of Certified Public Accountants, The Tennessee Society of Certified Public Accountants, The Chattanooga Tax Practitioners Association, the Better Business Bureau, and the National Ethics Bureau.
Our Areas of Specialization
We handle tax and estate planning, business accounting, investment counseling, and more for small to medium-sized businesses and individuals alike.