Business Details
36 Years
experience
Trusted Accounting Solutions in Tampa, FL
Wellen CPA is a peer-reviewed, full-service accounting firm established in 1990 to meet the needs of individuals and businesses seeking high-quality tax preparation and accounting services. Founded by Robert and Cathy Wellen, who previously worked at Deloitte & Touche, the firm has grown into a team of 18 accounting professionals serving clients nationwide. With over 35 years of combined experience, we specialize in tax planning, bookkeeping, payroll, business advisory services, and IRS representation. Our mission is to empower clients to achieve financial success by saving time, reducing costs, and providing informed decision-making support.As members of the Florida Institute of Certified Public Accountants, we maintain the highest standards of integrity and professionalism. Our personalized approach ensures long-term relationships built on trust and reliability. Whether you're starting a new business or navigating complex tax issues, our team is dedicated to your success. We leverage industry expertise and cutting-edge technology to deliver accurate, timely, and strategic financial solutions tailored to your unique needs.
Services
Tax Preparation
Bookkeeping
Business Consulting
IRS Representation
Payroll Services
Details
- Year established: 1990
Highlights and features
- We offer 35+ years of combined experience in accounting and tax services
- Our team of 18 professionals provides personalized, client-focused solutions
- We specialize in IRS representation and complex tax issue resolution
- We utilize cutting-edge technology for accurate financial reporting
- Our founders bring Big Four accounting firm expertise to small businesses
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Florida Institute of Certified Public Accountants (FICPA)
What people say
Unmatched tax knowledge
Best CPA
Friendly and prompt staff
Honest and knowledgeable
Goes the extra mile
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing of federal, state, and local tax returns. We stay current with evolving tax regulations to minimize liabilities while maximizing deductions and credits. Our meticulous approach helps businesses and individuals maintain compliance while optimizing their tax strategies through personalized planning and expert guidance.
Bookkeeping
We provide accurate bookkeeping services using advanced accounting software to maintain precise financial records. Our team manages accounts payable/receivable, bank reconciliations, and financial reporting to ensure business operations run smoothly. This service helps clients maintain organized records for better decision-making and audit preparedness while saving time on daily financial management tasks.
Business Consulting
Our business consulting services offer strategic guidance for growth and operational efficiency. We analyze financial performance, develop budgeting strategies, and provide actionable recommendations tailored to specific business needs. This service helps entrepreneurs optimize cash flow, improve profitability, and navigate complex financial decisions with confidence through personalized advisory support from experienced professionals.
IRS Representation
We provide expert IRS representation for tax disputes, audits, and collection issues. Our certified professionals handle communications, negotiate settlements, and develop resolution strategies for back taxes and compliance matters. This service offers peace of mind through professional advocacy, ensuring clients receive fair treatment while resolving tax issues efficiently and effectively with proven experience in federal tax representation.
Payroll Services
Our comprehensive payroll services handle all aspects of employee compensation, including tax withholding calculations, paycheck processing, and regulatory filings. We ensure compliance with federal, state, and local employment tax requirements while maintaining accurate records. This service saves businesses time and reduces errors through automated systems that streamline payroll processing and reporting for improved operational efficiency.
People
Robert J. Wellen, Jr.
Certified Public Accountant
Licensed CPA with University of Florida accounting degree and 35+ years experience. Former Deloitte & Touche professional who founded Wellen CPA in 1990. Specializes in tax strategy, IRS representation, and business advisory services for individuals and corporations nationwide.
Cathy Wellen
Accounting Professional
Co-founder with extensive experience in accounting services. Former Deloitte & Touche professional who has grown the firm into a 18-member team serving clients nationwide. Focuses on personalized client solutions and maintaining the firm's commitment to quality financial services since 1990.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll services, business advisory, and IRS representation for individuals and businesses nationwide.
How can you help with IRS issues?
Our team offers expert IRS representation for audits, tax disputes, and collection issues with proven strategies for resolution.
Do you serve clients outside Florida?
Yes, we serve clients nationwide while maintaining our Tampa, Florida-based operations since 1990.
What experience do your accountants have?
Our team includes 18 professionals with 35+ years combined experience, including former Big Four accounting firm professionals.
How are you different from other CPAs?
We combine Big Four expertise with personalized service, using advanced technology while maintaining long-term client relationships.
