Tax Strategists and CPAs

We are often asked who we recommend for tax strategy and tax preparation. All firms listed below work with clients around the United States. We recommend you reach out to a few tax strategists to see who is a better fit for your situation. Please do your own due diligence, ask plenty of questions, and tell them we sent you!

Wellings Capital does not receive compensation in any way from any of these tax strategists.

Be prepared to invest a few thousand dollars or more per year for tax strategy depending on the complexity of your situation. They typically do an intro call to see if they are a fit for you and if you are a fit for them. This is not a free consulting call.

If you only or primarily have W-2 income, it could be worth a call but know there’s not a whole lot that can be done from a tax savings/deferral perspective without some significant changes in your tax situation.