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Focusing Beyond The Numbers

At Welgaard CPAs & Advisors, we pride ourselves on being forward-looking, future-ready, and passionate about your financial success. For over 45 years, our firm has been focused on delivering expert financial services that go beyond the numbers to help our clients achieve their business and personal goals.

Our Services

As a full-service accounting and advisory firm, we offer a wide range of services designed to meet the unique needs of our clients. From accounting and tax services to wealth management and retirement planning, our team of experienced professionals is dedicated to providing personalized service and expert guidance.

Accounting and Tax Services

Our accounting and tax services are designed to help our clients navigate the complex world of financial regulations and taxation. Our experts are well-versed in the latest tax laws and regulations, and we take the time to understand each client's unique situation to provide customized solutions.

Wealth Management and Retirement Planning

As a trusted partner in your financial success, we offer comprehensive wealth management and retirement planning services designed to help you achieve your long-term financial goals. From investment management to estate planning and social security planning, our experts are dedicated to helping you build a secure financial future.

Business Services

At Welgaard CPAs & Advisors, we understand the unique challenges faced by small and medium-sized businesses. Our business services are designed to help you overcome these challenges and achieve your business goals. From payroll and bookkeeping to financial statements and sales tax, our experts are dedicated to providing personalized service and expert guidance to help your business thrive.

Why Choose Us

At Welgaard CPAs & Advisors, we pride ourselves on our passion for delivering exceptional service and expert guidance. Our team of experienced professionals is dedicated to building long-term relationships with our clients, and we take the time to get to know you and your unique situation. With six regional locations and over 75 dedicated professionals, we are committed to providing personalized service and expert guidance to help you achieve your business and personal goals.

Our Team

Our team of experienced professionals is dedicated to providing expert guidance and personalized service to help you achieve your financial goals. With a deep understanding of the latest financial regulations and tax laws, our experts are committed to delivering exceptional service and expert guidance.

History

Welgaard CPAs & Advisors has a long history of providing exceptional service and expert guidance to our clients. Founded in 1979 by Stan Schuring and Jerry Uitermarkt, our firm has grown and evolved to meet the changing needs of our clients. Today, we are proud to serve clients in six regional locations across the Midwest.

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