Our Services

Jefferson Wells CPA

At Jefferson Wells CPA, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

Tax Services

We have a large tax practice that’s split evenly with half of our clientele being individuals and half corporate or trust accounts. We also do taxes for non-profits. 

We carefully review our older clients’ tax and investment information with the goal of reducing or eliminating taxation on their Social Security benefits, as well as reducing their tax burden and risk, while increasing the income of their investments.

In addition to state and federal income taxes, including franchise and excise tax  for businesses, we also process sales and use tax returns, as well as annual city/county business tax returns.

If the need were to arise we also provide audit representation.

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Accounting Services

We know what it takes to get your business started and because of that we will walk with you every step of the way. We will help you with entity selections and incorporations, bank loan packaging assistance, and your contractor licensing application and filing.

We provide full financial write-ups for small to medium businesses, as well as review and audit accounting services, which we offer on both an on-going and special needs basis.

For our business clients we provide prompt, monthly compilation of your business' activity,  with accurate financial statements, and  processing of monthly and quarterly payroll and sales tax returns.  We also process payroll if needed. 

Please call us for details on how we can fulfill your accounting needs.

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Financial & Investment Services

When is the last time you have taken a financial inventory?  Do you have a will? Do you have enough money put aside for retirement?  Are you wanting to leave something for your heirs?  Financial planning is an on-going process that needs annual reviews and changes.  We can advise you.

When it comes to investment planning, our goal is to insure that the clients’ money lasts as long as they do.  We work under the philosophy that as our clients get older, they should take less risks with their money and be wary of alleged planners who try to put them into investments that offer more risk than they are comfortable with taking.

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