Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Advisory Solutions
WellsColeman is a business advisory, tax, and accounting firm that has served the Richmond community for over 80 years. Founded in 1945, the firm combines deep industry experience with personalized service to help clients achieve their financial goals. Our team of certified professionals offers strategic guidance across all business lifecycle stages, from formation to legacy planning. We prioritize building strong relationships with clients, understanding their unique needs, and delivering tailored solutions. With expertise in tax planning, business advisory services, and assurance, we provide comprehensive support for both business and personal financial matters.Our values emphasize culture, accountability, relationships, and excellence, ensuring high-quality work and client satisfaction. We actively engage with the local community while maintaining national affiliations through the BDO Alliance USA. Our approach focuses on proactive communication, plain-language advice, and innovative problem-solving to help businesses grow and thrive. Client testimonials highlight our exceptional customer service, attention to detail, and ability to navigate complex financial challenges. We serve as trusted partners for businesses seeking long-term success and financial stability.
Services
Tax Planning
Business Advisory
Accounting Services
Legacy Planning
Strategic Consulting
Details
- Year established: 1945
Highlights and features
- We have over 80 years of experience serving Richmond businesses.
- Our team includes certified professionals with specialized expertise in tax and business advisory services.
- We provide personalized service with a focus on long-term client relationships.
- We offer comprehensive solutions across all business lifecycle stages.
- Our proactive approach helps clients navigate complex financial challenges.
Associations and certifications
- BDO Alliance USA
What people say
First class experience
Attention to detail impeccable
Business partner
Persistent communication
Forward thinking
Services
Tax Planning
Our tax planning services help businesses and individuals optimize their tax positions while maintaining compliance. We provide strategic guidance on entity selection, multi-state planning, and tax credit opportunities. Our team stays current with evolving regulations to ensure clients receive accurate, forward-thinking advice that supports long-term financial goals.
Business Advisory
We offer comprehensive business advisory services covering all stages of company growth. From formation and strategic planning to succession and exit strategies, our experts provide actionable insights to help businesses develop effective processes, optimize operations, and achieve sustainable growth through tailored guidance.
Accounting Services
Our accounting services include financial statement preparation, performance reporting, and client accounting support. We help businesses establish proper accounting systems, implement effective controls, and maintain accurate financial records to support informed decision-making and regulatory compliance.
Legacy Planning
We assist clients with comprehensive legacy planning that addresses both business and personal goals. Our services include succession planning, trust and estate services, and strategic exit planning to ensure smooth transitions while preserving wealth for future generations through coordinated financial strategies.
Strategic Consulting
Our strategic consulting services focus on helping businesses define their vision, optimize operations, and implement growth strategies. We work closely with clients to develop business plans, conduct risk assessments, and create implementation roadmaps that align with their long-term objectives.
People
George D. Forsythe
Managing Partner
George Forsythe leads WellsColeman as Managing Partner, bringing extensive experience in business advisory services. He specializes in helping clients navigate complex financial challenges and has been instrumental in developing the firm's client-centric approach.
Johnathan G. Orrock
Partner, Tax
Johnathan Orrock serves as Tax Partner at WellsColeman, providing expert tax planning and advisory services. With deep knowledge of tax regulations, he helps businesses and individuals optimize their tax strategies while maintaining compliance.
W. Joseph Bugg, III
Partner, Trusts and Estates
Joseph Bugg specializes in trust and estate planning at WellsColeman. He assists clients with wealth preservation strategies, estate tax planning, and creating comprehensive legacy solutions tailored to their specific needs.
Questions
What accounting services does WellsColeman offer?
We provide comprehensive accounting services including financial statement preparation, performance reporting, client accounting support, and implementation of effective financial controls for businesses.
How does WellsColeman support business growth?
Our business advisory services help companies at every growth stage through strategic planning, process optimization, risk management, and implementation of growth-focused financial strategies.
What tax planning services are available?
We offer specialized tax planning for business formation, multi-state operations, succession planning, and tax credit opportunities to help clients optimize their tax positions while maintaining compliance.
How does WellsColeman approach client relationships?
We prioritize building long-term relationships through personalized service, proactive communication, and tailored solutions that address each client's unique business and financial needs.
What legacy planning options exist?
Our legacy planning services include succession strategies, trust and estate planning, and exit strategies to help clients preserve wealth and ensure smooth business transitions.
