Daniela Wells, CPA, is a firm dedicated to simplifying clients' financial lives through proactive tax planning, accurate return preparation, and strategic wealth preservation. Services span individual tax strategy, small business accounting and CFO outsourcing, and trusts & estates planning.
The team combines deep expertise in tax law with a personal approach, aiming to help clients save money, protect assets, and make informed financial decisions.
Personalized VIP service
Proactive tax strategy
Over 15 years of experience
Two Master's Degrees in Finances and Economics
Passion for helping clients build and protect wealth
Services
Tax Return Preparation
Preparation and filing of tax returns for individuals and businesses, including various schedules and audits.
Itemized deductionsInterest and dividends reportingBusiness income filingCapital gainsRental and royalty incomeAlternative minimum tax
Tax Planning & Strategy
Proactive tax planning to save money and protect wealth for individuals and businesses.
Services include tax return preparation, tax planning and strategy, IRS representation, business valuation and brokerage, trusts and estates tax planning, CFO outsourcing, and bookkeeping/accounting consultations.
Who does Daniela Wells serve? +
The firm serves individuals, small businesses and startups, sole proprietors, partnerships, LLCs, S corps, C corps, and clients with trusts and estates.
Does the firm help with business sales and acquisitions? +
Yes, Daniela Wells offers business valuation, brokerage assistance, and guidance for buying or selling a business, including assessing seller/buyer and funding.
What is the firm's approach to tax planning? +
The firm focuses on proactive tax planning and creating personalized strategies to save money and protect wealth, rather than just crunching numbers.
Is there a team member who handles IT and data security? +
Yes, Dave Wells is the Senior IT Network Security and Administration Engineer who designs firewall solutions, administers daily backups, and monitors security systems to ensure client data protection.
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