PA Certified Public Account

For over three decades, Wellen CPA has been a beacon of trust and expertise for individuals and businesses seeking comprehensive financial guidance. Founded in 1990 by Robert ("Bob") and Cathy Wellen, our firm started with a vision to offer higher quality tax preparation and accounting services, driven by integrity, responsiveness, and a genuine commitment to client success. Born from their shared experiences at Deloitte & Touche and Cathy's time at Publix Super Markets, Bob and Cathy combined their expertise to build Wellen CPA from the ground up.

Today, our team of 12 dedicated accounting professionals serves hundreds of clients across the nation, solidifying our position as a leading provider of accounting, tax, and advisory services. Our continued growth and success are a testament to our unwavering commitment to exceeding client expectations and becoming an indispensable partner in their financial journey.

Our Philosophy

At Wellen CPA, we believe that success is a collaborative effort. We treat our clients like family, fostering long-lasting relationships built on open communication, personalized service, and a shared commitment to achieving their financial goals.

We understand that every client has unique needs and challenges. That's why our approach is tailored to each individual, taking the time to truly understand their circumstances and objectives. Whether it's helping a startup navigate the complexities of its first tax return or advising a seasoned entrepreneur on strategic financial planning, we are dedicated to providing customized solutions that empower our clients to make informed decisions and achieve lasting financial well-being.

Services Tailored to Your Needs

We offer a comprehensive suite of services designed to cater to the diverse needs of our clients. Our expertise spans:

• Tax Preparation & Planning: We go beyond simply preparing your taxes. We work with you to develop a strategic tax plan that minimizes your liability and maximizes your financial opportunities.

• Business Advisory Services: Starting or growing a business comes with numerous challenges. Our team provides expert guidance on a wide range of business issues, including financial planning, budgeting, cash flow management, and business structure optimization.

• Accounting & Bookkeeping: Maintaining accurate and up-to-date financial records is essential for any business. We provide accurate and reliable bookkeeping services, ensuring that your financial house is in order.

• Financial Analysis & Reporting: Gain valuable insights into your business performance with our comprehensive financial analysis and reporting services. We provide clear and concise reports that help you make data-driven decisions.

Your Success, Our Success