Business Details
36 Years
experience
Your Trusted Partner for Accounting Solutions in Tampa, FL
Wellen CPA is a peer-reviewed, full-service accounting firm established in 1990 to meet the needs of individuals and businesses seeking high-quality tax preparation and accounting services. Founded by Robert and Cathy Wellen, who previously worked at Deloitte & Touche, the firm has grown into a team of 18 accounting professionals serving clients nationwide. Our commitment to integrity, personalized service, and long-term relationships has earned us the trust of hundreds of clients over 35 years. We specialize in tax preparation, IRS representation, bookkeeping, payroll, and business advisory services, leveraging our expertise to help clients save time, reduce costs, and make informed financial decisions.Our team stays current with evolving tax regulations to ensure accurate compliance and strategic planning. We pride ourselves on combining the knowledge of large-firm experience with a down-to-earth, client-focused approach. Our mission is to empower clients to achieve financial success through reliable, tailored solutions. As members of the Florida Institute of Certified Public Accountants, we uphold the highest professional standards. Our dedication to excellence has resulted in strong client retention and referrals from satisfied businesses and individuals.
Services
Tax Preparation & Planning
Bookkeeping/Payroll
Business Consulting & Advisory
IRS Representation
Tax Planning
Details
- Year established: 1990
Highlights and features
- We offer 35 years of experience in accounting and tax services.
- Our team combines large-firm expertise with personalized attention.
- We provide IRS representation and complex tax compliance solutions.
- Our services are tailored to both individuals and businesses.
- We maintain peer-reviewed quality standards for all deliverables.
Associations and certifications
- Florida Institute of Certified Public Accountants (FICPA)
- Peer-Reviewed CPA Firm
What people say
Unmatched knowledge
Best CPA
Friendly and prompt staff
Hands down the best
Knowledgeable and friendly
Services
Tax Preparation & Planning
Our tax preparation and planning services help clients stay compliant with evolving tax laws while minimizing liabilities. We provide accurate filings for individuals, businesses, and nonprofits, leveraging our expertise to maximize deductions and credits. With meticulous attention to detail, we ensure timely submissions and strategic year-round planning to optimize financial outcomes.
Bookkeeping/Payroll
We streamline financial operations through bookkeeping and payroll services using advanced technology. Our solutions maintain accurate records, process payments efficiently, and ensure compliance with regulatory requirements. By handling these critical functions, we allow businesses to focus on growth while maintaining financial clarity and control.
Business Consulting & Advisory
Our advisory services deliver personalized solutions to enhance business performance. We analyze operations, identify growth opportunities, and implement strategies to improve financial health. Drawing from decades of experience, we provide actionable insights that help clients navigate challenges and achieve long-term objectives with confidence.
IRS Representation
We offer expert IRS representation for tax-related issues, including audits, collections, and compliance matters. Our team manages correspondence, negotiates settlements, and ensures proper documentation to protect clients' interests. With deep knowledge of tax law, we advocate for favorable outcomes while reducing stress during complex IRS interactions.
Tax Planning
Our proactive tax planning services identify opportunities to reduce liabilities through strategic financial decisions. We analyze current situations, forecast future scenarios, and implement legal tax-saving measures. This forward-looking approach helps clients optimize their tax positions while aligning with broader financial goals.
People
Robert J. Wellen, Jr.
Founder & Certified Public Accountant
Licensed CPA with a University of Florida accounting degree, Robert brings 35+ years of experience from Deloitte & Touche and private practice. He specializes in tax strategy and IRS representation.
Cathy Wellen
Co-Founder
Co-founder with extensive accounting expertise, Cathy contributes deep knowledge of financial compliance and business advisory services, having worked alongside Robert since their Deloitte & Touche careers.
Questions
What accounting services do you offer?
We provide tax preparation, IRS representation, bookkeeping, payroll, and business advisory services for individuals and businesses nationwide.
How can you help with IRS issues?
Our team offers comprehensive IRS representation, including audit support, tax debt resolution, and compliance guidance to resolve complex tax matters efficiently.
Do you serve clients outside Florida?
Yes, we serve clients nationwide while maintaining our Tampa, FL headquarters for local and remote accounting solutions.
What makes your firm different?
We combine large-firm experience with personalized attention, offering peer-reviewed quality and 35+ years of proven expertise in tax and accounting services.
How do you handle business growth challenges?
Our advisory services focus on optimizing operations, improving financial performance, and implementing scalable solutions tailored to growing businesses.
