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At Welkley & Tucker we offer tax return
preparation and planning for individuals,
partnerships, corporations, non-profit
organizations, trusts, and estates. Our
professionals are also very skilled in dealing
with various taxing authorities in order to
provide the best representation possible for an
audit. [Learn
More]
Many businesses need reviewed or compiled
financial statements to present to banks or
investors. There are also many business
decisions that have to be made on a daily basis
such as choosing service providers or deciding
if incorporating would be good for the business.
We provide these services to meet the needs of
our clients.
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Having a QuickBooks ProAdvisor allows us to
provide QuickBooks set-up, support, and
maintenance for our business clients. Our
professionals work closely with clients to make
sure we meet their specific needs.
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Estate planning is a very important element of
your over all financial plan. We work with
clients to have an estate plan that meets their
individual needs. We follow this plan through
trust formation, trust administration, and
estate taxation.
[Learn More]
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