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 (Bob) and Cathy Wellen, who previously worked at Deloitte & Touche, the firm has grown into a team of 18 professionals serving clients nationwide. Our mission is to empower clients to achieve financial success by saving time, reducing costs, and providing informed decision-making support. With over 35 years of combined experience, we specialize in tax planning, IRS representation, bookkeeping, payroll, and business advisory services. Our commitment to integrity, personalized service, and long-term relationships has earned us the trust of hundreds of clients across diverse industries. We leverage cutting-edge technology to streamline financial operations while maintaining meticulous attention to detail in every service we provide.Our team's expertise spans from individual tax preparation to complex corporate accounting, ensuring tailored solutions for each client's unique needs. Recognized as a member of the Florida Institute of Certified Public Accountants (FICPA), we uphold the highest professional standards. Bob Wellen, a licensed CPA with a University of Florida accounting degree, leads our firm with a hands-on approach that clients consistently praise as knowledgeable, honest, and client-focused. From our Brandon, Florida headquarters, we serve businesses and individuals throughout the Sunshine State and beyond, maintaining regular business hours Monday through Friday from 8:30 AM to 5:30 PM.
Services
Tax Preparation
Bookkeeping
Business Consulting
IRS Representation
Payroll Services
Tax Planning
Financial Advisory
Audit Support
Corporate Accounting
Nonprofit Accounting
Details
- Year established: 1990
Highlights and features
- 35+ years of combined experience from our founding professionals
- We provide IRS representation and tax resolution services
- Our team uses cutting-edge accounting technology
- We offer personalized service with hands-on CPA involvement
- We serve diverse industries including agriculture, healthcare, and technology
Associations and certifications
- Florida Institute of Certified Public Accountants (FICPA)
- Peer-Reviewed CPA Firm
What people say
Knowledgeable professionals
Best CPA I've worked with
Honest and hardworking
Down-to-earth personality
Prompt and friendly staff
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing of individual and business tax returns. We stay current with evolving tax regulations to maximize deductions while maintaining compliance. Our team handles complex tax situations for businesses and individuals across multiple industries.
Bookkeeping
We provide accurate bookkeeping services using modern accounting software to maintain organized financial records. Our system tracks income, expenses, and cash flow to support informed business decisions. Services include accounts payable/receivable management and financial statement preparation.
Business Consulting
Our business consulting services offer strategic financial guidance for growth-oriented companies. We analyze operations, identify efficiency improvements, and develop financial strategies tailored to business goals. Services include budgeting, forecasting, and tax planning for long-term success.
IRS Representation
We provide professional IRS representation for taxpayers facing audits or collection issues. Our experienced team handles correspondence, negotiations, and documentation to resolve tax disputes efficiently. We advocate for clients while ensuring compliance with tax regulations.
Payroll Services
Our payroll services manage employee compensation and tax withholding requirements. We handle payroll processing, tax deposits, and year-end reporting to ensure compliance with federal and state regulations. The service integrates with accounting systems for accurate financial tracking.
People
Robert J. Wellen, Jr.
Certified Public Accountant
Licensed CPA with University of Florida accounting degree. Former Deloitte & Touche professional with 35+ years of experience. Specializes in tax strategy and IRS representation. Leads firm with commitment to personalized service.
Cathy Wellen
Accounting Professional
Co-founder with extensive experience in accounting services. Former Deloitte & Touche professional. Focuses on client relationships and financial advisory services. Committed to quality work and long-term client success.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll, business consulting, IRS representation, and financial advisory services for individuals and businesses.
How long have you been in business?
Our firm has served clients since 1990, with founders bringing prior experience from Deloitte & Touche for over 35 combined years in accounting.
Do you handle IRS tax issues?
Yes, we offer comprehensive IRS representation services including audit support, tax debt resolution, and filing of amended returns.
What industries do you serve?
We work with agriculture, healthcare, legal, technology, nonprofit, real estate, and other industries across Florida and nationwide.
How do you ensure accurate tax preparation?
Our team stays current with tax law changes and uses specialized software to ensure accurate filings while maximizing available deductions.
What makes your firm different?
We combine big-firm expertise with personalized service, offering direct CPA access and tailored solutions for each client's unique needs.
