WB&T provides a wide-ranging, full-charge with experience in all the areas you’d expect of long established bookkeeping services. We prepare accounts for self-employed businesses, whether sole traders or partnerships. 

Of course, we help with taxation, corporate and personal, and provide business consultations.

As a part of your team, we will gain in-­depth knowledge of your needs to provide you with the most appropriate services to help you accomplish your goals; If your books are in disarray, it will be difficult to understand if you are making a profit or losing money.

Bookkeeping/Accounting
Bookkeeping involves general accounting duties.

Allow our firm to manage the day-to- day record transactions and bill pay,
while generating financial reports needed to make informed business decisions. 

Our team will sit with you and review all of your data to offer insight
and assistance in understanding the story behind the numbers.

Our sharp financial analysis will give you better visibility into the factors driving your business.

Accounting

The rise of red tape places many requirements on individuals and businesses.
Ignoring, misunderstanding or mismanaging these requirements can lead to
financial penalties, disasters, and missed opportunities.

Our accounting services help you to understand your obligations and unlock the information
contained within your accounts. This ensures that informed decisions are made and you
are making the most of your business potential.

It Starts with Bookkeeping & Ends with the IRS!

Let’s Get Started     Let’s Talk About It

Income Tax Preparation
Wells Bookkeeping & Tax, LLC makes preparing your income tax easy!

When it comes to taxation, companies cannot guarantee anything!
WB&T provides honest income tax service.
Get out of the check cashing lines, and stop dealing with “third parties”,
take control of your money and hire WB&T.

 A team member will walk you through the process; provide an online portal to access your
information whenever you want. No need to make endless calls trying to reach customer service to check on your information, we provide all information via the portal.

File My Income Taxes     Where’s My Refund?

Payroll
Proper payroll processing is vital to the success of any organization – large or small.
Let us handle the tedious administrative chores payroll requires.
Use your time to focus on strategies to build your business.

Outsourcing the chores of payroll to Wells Asset Solutions, LLC reduces the
additional costs of specialized employee dedication to this task.

No business can afford to go wrong with payroll.

As your trusted and accessible payroll partner, we will address all your needs,
including check processing and printing, direct deposit, W-2 processing,
filing up-to-date quarterly and annual payroll taxes and reporting.

Services include:

  • Vacation, sick, and personal day accruals and tracking
  • IRS and State tax reporting plus Electronic Federal Tax Payment System (EFTPS) deposits
  • Monthly, quarterly, and annual payroll tax reports
  • New hire file creation and reporting
  • W-2, W-3, and 1099 preparation

Let’s Get Started     Let’s Talk About It

Taxation
Whether you are an individual or operate a multi-tiered corporation or
partnership, our professional tax professionals can accommodate your needs. 

Our personal, one-on-one service and expert tax return preparation
will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws,
and will examine all of the tax-saving opportunities available to you. 
We are committed to minimizing your tax liabilities and maximizing your future opportunities-
while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible,
we offer our clients 24/7 access to all of their tax
information via a portal on our website.

Login any time to review the documents electronically and track the progress of your e-filed return.

Let’s Get Started     Let’s Talk About It

Business Support
Wells Bookkeeping & Tax, LLC recognizes that providing customers
with high quality support contributes significantly to their long term success with us.

We know that keeping your system running smoothly and getting
questions answered on a timely basis is important to the success
of your business, as well as ous.  

Support Services include but not limited to:

Business Entity Selection   Client Billing 

  Accounts Payable     Tasks & Projects

Providing Solutions that Scales with your Business

WB&T provides key decision makers real-time financial and accounting information.

One of our many platforms is powered by leading-edge, cloud-based technology, optimized for both desktop and mobile devices.

  • Multi-platform accessibility
  • High security and audit capability
  • Critical documentation management