Individual Tax Services

Individual Tax Services

Richard Welling & Co., LLP provides full tax and related accounting services to the following types of individual clients:

Professionals and Executives
Investors
Entrepreneurs and their closely
held businesses
Professional athletes with multi-state
tax issues

We also handle the tax and accounting needs for
the trusts and foundations of these clients.

Tax laws are constantly changing and growing increasingly complicated. We work with our clients to keep them current, and in compliance, with these obligations. For many, taxes represent their single largest expenditure. We work with our clients to minimize their taxes; we help them maximize their after tax income and wealth accumulation.

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.

What Our Clients Say

"From my first meeting with Richard, I knew I had started an honest, comfortable and productive relationship. This has been followed by competent and personal service ever since."

Beverly Hills Physician

"I am always concerned about the requirements of operating a company. Richard Welling & Co. are not only up to date with the new tax rules, but they can also explain the changes so that I can understand them. I appreciate the time they take to make sure that I understand the positives and negatives of those changes.

I also like the friendliness of their staff and how they hold integrity to the highest level. Many ask my recommendation for a CPA. Without reservation I always say Richard Welling & Co. They are the best."

Owner/President
Motivational and Sales Training Firm

"We have thoroughly enjoyed working with Richard Welling & Co. Richard is very family-friendly and personable. He is a man of character and integrity and such a man is hard to find. He is very accommodating. He has gone out of his way to meet with us, even on Saturdays. Working with Richard has been great! He knows the business extremely well, and we totally trust him with our taxes."

Professional Athlete for the NFL