PA Certified Public Account

Wellen CPA is a full-service accounting firm based in Tampa, Florida, with a dedicated team of professionals who are passionate about helping businesses and individuals achieve their financial goals. Our mission is to save our clients time and money by providing them with exceptional tax, accounting, and advisory services.

For over 34 years, our clients have chosen us for our integrity, responsiveness, and relationship-driven approach. We are committed to delivering personalized solutions tailored to our clients' specific needs, ensuring they receive the best possible service. Our team of dedicated professionals has extensive experience in tax planning, tax return preparation, IRS compliance, and IRS representation, among other services.

Our team is led by Robert J. Wellen, Jr., a licensed Certified Public Accountant with a degree in Accounting from the University of Florida. Bob, along with his wife Cathy, founded Wellen CPA in 1990 after spending their early careers at Deloitte & Touche. Over the years, they have grown the firm into a team of 12 accounting professionals serving hundreds of businesses and individuals nationwide.

At Wellen CPA, we believe that our team is your team, and your success is our success. We are committed to helping our clients navigate the complex world of finance with ease, providing them with peace of mind and allowing them to focus on what matters most to them - growing their business.

Services We Offer

Our range of services includes:

• Tax Preparation & Planning: We provide comprehensive tax planning and preparation services, including individual and business tax returns, tax planning strategies, and IRS compliance.
• Business Advisory Services: Our team offers expert advice on business operations, financial management, and strategic planning to help our clients achieve their goals.
• Accounting & Bookkeeping: We provide accurate and timely accounting and bookkeeping services, including financial statement preparation, budgeting, and financial analysis.

In addition to these services, we also offer specialized services such as FinCEN reporting, employee retention credit, and more. We are constantly updating our services to meet the changing needs of our clients and the industry.

Industries We Serve

At Wellen CPA, we serve a variety of industries, including but not limited to:

• Healthcare: We provide specialized accounting and tax services to healthcare professionals and organizations.
• Real Estate: Our team has extensive experience in real estate accounting, tax planning, and financial analysis.
• Non-Profit: We offer tailored services to non-profit organizations, including grant accounting, financial reporting, and tax compliance.

No matter the industry, we are dedicated to providing exceptional service and personalized solutions to meet our clients' unique needs.

Client Portal

At Wellen CPA, we understand the importance of staying connected with our clients. That's why we offer a secure client portal where you can access your financial documents, communicate with our team, and track the progress of your projects. Our portal is designed to provide you with convenience, flexibility, and peace of mind.

Employee Retention Credit

The Employee Retention Credit (ERC) is a refundable tax credit provided to eligible employers who retained employees during the COVID-19 pandemic. Our team of experts can help you determine if you are eligible for the ERC and assist you in claiming this valuable credit.

FinCEN Reporting

Effective January 1, 2024, most companies in the U.S. are required to report important information regarding their company's beneficial ownership information ("BOI") to the FinCEN. Failure to comply with the registration requirements may result in civil penalties up to $591 per day. A person who willfully violates the BOI reporting requirements may also be subject to criminal penalties of up to two years imprisonment and a fine of up to $10,000. Our team is here to help you navigate this complex requirement and ensure compliance.

At Wellen CPA, we are dedicated to providing exceptional service, personalized solutions, and expert advice to help our clients achieve their financial goals. Whether you need help with tax planning, bookkeeping, or financial analysis, our team of dedicated professionals is here to provide you with the support you need.