SERVICES OFFERED

Accounting Services

The Firm offers a full selection of accounting services including:

• Reviewed and compiled financial statements
• Forecasts and projections
• Evaluation of accounting systems and controls
• Financial analysis

Tax Services

The Firm’s tax services include individual, business (Corporation, partnerships, and Limited Liability Companies) estates and tax-exempt entities at the Federal and State level. Services include:

• Annual income tax returns
• Payroll tax returns
• Representation for tax audit and administrative hearings
• Estate planning
• Tax planning
• Succession planning
• Pension, profit sharing and other deferred benefit plan design

QuickBooks® Training and Support

Sammy L. Wells, P.C. offers group and individual training in QuickBooks.  Introductory and advanced training is offered throughout the year.  For a schedule of upcoming training classes go to “Training Seminars” .

Business Automation through Technology Services

Sammy L. Wells, PC utilizes new technology within its own practice to enhance and improve client services. The firm’s business technology group takes the same approach in your business by reviewing your needs and recommending appropriate new technology to improve information flow throughout your association. Our business technology group offers services that include:

• Integrated accounting solutions using QuickBooks®
• Goldmine application development (scheduling/workflow, event tracking, sales force automation, client tracking, central information knowledge base and more)
• Evaluating, selecting and installing equipment (can be a turnkey configuration)
• Evaluating, selecting and installing application software
• Providing user training and support
• Providing  outsourced accounting.

Our thorough understanding of your business as accountants allows us to develop recommendations that will aid you in expanding your business and advancing relationships with your customers and vendors.