Services Offered
Tax Preparation and Planning
Comprehensive tax services for individuals and businesses to optimize filings and minimize liabilities.
Small Business Accounting
Tailored accounting solutions including bookkeeping, financial reporting, and advisory for entrepreneurs.
Estate and Inheritance Planning
Guidance on estate management, inheritance steps, and financial transitions during sensitive times.
Financial Consulting
Personalized advice on investments, budgeting, and long-term financial strategies for clients.
Client Education and Support
Patient, thorough explanations and ongoing support to demystify complex financial processes.
Reviews
5(2 reviews)
J
Jenny D
via Google
almost 11 years ago
Wells Coleman & Co is the absolute best, and here's why: The first time I walked into the Wells Coleman & Co offices, it was 2009 and my mother had just passed away. My broker had recommended them to me and that was the best thing to ever happen to me. Being such an emotional time in my life, they were quick to explain everything very thoroughly to me no matter how many times I needed to be reminded of the steps I needed to take. They were the perfect teachers, the perfect caring company, honest in every way, and had the patience of Job with me. Now it's 6 years later, and I still wouldn't trade them for the world. They are the epitome of perfection in all aspects of accounting and in the personal touch with all of their clients. I highly recommend them not only to my friends but to you, the readers of this review. They deserve an A+++++.
M
Melanie Muellervia Google
almost 12 years ago
Love George Forsythe! He is honest, kind and makes what some consider a daunting task (accounting/taxes), simple and easy to get. I'm a small business owner and would absolutely recommend him to anyone! A true professional, thank you George!
