Business Details
8 Years
experience
Expert Accounting and Tax Services in Albuquerque
Wellborn & Company & Company has been providing comprehensive accounting and tax services since 2018, serving individuals and businesses across New Mexico. Our team specializes in tax preparation, estate planning, QuickBooks consultation, and financial advisory services tailored to meet the unique needs of diverse clients. With expertise in handling complex tax scenarios for medical practices, law firms, farm and ranch operations, and retail businesses, we prioritize clarity and precision in every engagement. Our commitment to professional excellence is reflected in our personalized approach to client relationships and our dedication to staying current with evolving tax regulations.By offering outsourced CFO services and strategic business consulting, we help small and large enterprises streamline operations and achieve long-term financial goals. Our reputation for reliability and technical proficiency has been built through years of delivering accurate, timely solutions that simplify financial management for our clients.
Services
Tax Preparation
Tax Planning
QuickBooks Consultation
Business Acquisition
Collaborative Financial Services
Business Sales
Estate Planning
IRS Audit Representation
Details
- Year established: 2018
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team provides tailored solutions for medical, dental, and law practices.
- We specialize in farm and ranch accounting with industry-specific expertise.
- Our outsourced CFO services optimize financial operations for large businesses.
- We guarantee accurate, timely tax preparation with compliance assurance.
Services
Tax Preparation
We prepare federal and state income tax returns for individuals, partnerships, corporations, and fiduciaries. Our process ensures compliance with current regulations while maximizing deductions. Clients receive clear explanations of their filings and proactive advice for future tax efficiency.
Estate Planning
Our estate planning services guide clients through organizing trusts, wills, and gift strategies. We address probate avoidance and tax implications for complex assets. Personalized plans ensure clients' financial legacies align with their intentions.
QuickBooks Consultation
We optimize QuickBooks usage for businesses, ensuring accurate financial tracking and reporting. Services include system setup, workflow integration, and staff training. Our goal is to streamline accounting processes for improved operational efficiency.
IRS Audit Representation
We represent clients during IRS audits, handling communication and documentation requirements. Our approach minimizes stress while ensuring compliance with audit procedures. Proactive strategies help prevent future audit risks for individuals and businesses.
Business Consulting
We provide strategic financial guidance for business growth, including acquisition analysis and sales planning. Services cover cash flow management, profitability strategies, and industry-specific accounting needs for retailers and service providers.
People
Westly Wellborn
CPA
Westly Wellborn & Company & Company is a certified public accountant recognized for excellence in tax services and financial advisory. With extensive experience in public practice, he specializes in complex tax planning for diverse industries across New Mexico.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax preparation, quarterly estimated tax planning, and payroll tax services tailored to small businesses in New Mexico.
Do you handle complex estate tax planning?
Yes, our team specializes in trust and estate planning, including tax-efficient strategies for high-value assets and multi-generational wealth transfer.
Can you help with QuickBooks setup for new businesses?
We offer complete QuickBooks setup, chart of accounts configuration, and staff training to ensure accurate financial management from day one.
What are your office hours for in-person appointments?
We accept in-person appointments Monday-Thursday, 8:30 AM - 12:00 PM and 1:00 PM - 5:00 PM, by prior arrangement.
Do you serve clients outside Albuquerque?
Yes, we provide accounting services to clients throughout New Mexico, with virtual consultations available for remote locations.
