It
may not be cost effective or practical for your current accounting firm to
handle all your tax needs.
Due to the technical, seasonal and sometimes
unpredictable nature of your tax
function, it also may not be efficient for your regular staff to do everything.
We can bridge the gap by helping you with the
following:
Federal, state, local and international tax compliance and planning.
Managing audits and correspondence from the IRS and other tax authorities.
Preparing financial statement tax provision.
Your in-house tax compliance and research software.
Tax analysis of major transactions.
Tax compliance and planning for international executives.
Tax department administration.
Loan staff.
We can also help you with your other service needs through our robust network of professionals; including attorneys, bankers, lenders, financial planners, brokers, appraisers and accountants with complementary areas of expertise.
Some of the benefits we provide include:
Senior level consultation at a managed cost.
Prompt service to meet internal and external due dates.
In-depth tax knowledge.
Continuity.
Helping you stay in compliance with Sarbanes-Oxley and related regulatory requirements.
Our clients include large closely held entities (including S Corporations, LLCs and Partnerships) as well as public corporations with multi-state and international tax requirements.
"We have continued to use the tax services of Richard Welling & Co. because of their high level of service, which I attribute to the professionals they employ. We originally hired the firm for our more difficult partnership work involving waterfalls & carried interest. Over the years we transferred all of the in-house work to them just to ensure accuracy and timeliness covering client tax reporting. We would not consider a change."
Elnoise Davis, Managing
Director - Client Fund Reporting
Trust Company of the West
"Richard Welling & Co. has been a great resource to the two Tax Departments I've headed since 1988. We have used his firm for technical projects, such as the year end tax provision. His staff is reliable and well trained for multi-state tax preparation. They have an in-depth understanding of the real estate industry. Recently, they completed a confidential rush project with a 24 hour turnaround!"
Anne Vogel, Tax Director
(former)
CB Richard Ellis, Inc. / CoastFed Properties
"I appreciate your attention to detail and organized work-paper files and job administration."
Rosalinda Oasay, VP, Tax
Castle & Cooke / Pacific Holding Company
"Richard Welling & Co. is a tax consultant company that pays very careful attention to detail, as a way of providing excellent service."
Phil Abejar, Senior Vice President
Trust Company of the West
"Richard Welling & Co. provided us a consistent high quality on time delivery of the details which are imperative to keeping an eye on business. Character is very important in startup organizations for continued financial investments. Richard's company was key in keeping us "visible" to our investors."
Ron Goodwin, CEO
Entertainment Systems Technology
"Richard Welling & Co. has been a valued tax resource to our tax department for the last several years. We have principally utilized his group to assist us in analyzing complex financial products and to provide appropriate tax accounting for the same. I have found Richard and his staff to be hard working, dedicated tax professionals who 'add value' in providing quality tax services."
Peter Brown, Managing
Director - Tax
Trust Company of the West
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