How are you today and how may I help you?
1594 John Smith Rd. East
Blairsville GA 30512
I am a Georgia licensed CPA and have had a private tax and personal financial planning practice since 1983. I am fee based only.
q & a
What characteristics do your favorite clients share?
They want more than just tax return preparation; they want personal financial planning, estate planning and in many cases ask me to be their executor and to take care of their widow.
Why should a client hire you?
Because of my reputation and 47 years of experience. My willingness to be available at any time for a clients questions.
Describe a time where you went beyond expectations when working with a client.
Have provided widows complete services pro bono. Some of my widows have been with me for over 25 years.
What single project or task would you consider your most significant accomplishment in your career to date?
Advised and "turned around" 13 companies successfully. Each company was in an unique industry. Also have published several articles at customers request.
University of Connecticut
Bachelor of Acoounting
Master of Business
First Baptist Church
10/2008 - present
Member since 2008
Wells Tax and Financial Services
We have been helping people for 47 years
Personalized service in your home if you prefer, customized to you specific needs. Preparing tax returns that minimize your taxes and maximize your satisfaction.
hours of operation
|Monday||09:00 AM - 17:00 PM|
|Tuesday||09:00 AM - 17:00 PM|
|Wednesday||09:00 AM - 17:00 PM|
|Thursday||09:00 AM - 17:00 PM|
|Friday||09:00 AM - 17:00 PM|
|Saturday||09:00 AM - 15:00 PM|