CPA Consulting and Tax Service Professionals
Sammy L Wells, P.C. provides a wide range of services to individuals
and businesses in a variety of industries. At Sammy L Wells, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
The Firm offers a full selection of accounting services including:
- Reviewed and compiled financial statements
- Forecasts and projections
- Evaluation of accounting systems and controls
- Financial analysis
Request information about Accounting Services below
- Preparation of all financial reports, including income statements, balance sheets, tax returns, and reports for government regulatory agencies ensuring that the company is in compliance with state and federal regulations and reporting requirements.
- Ensure that finance staff maintains financial records and reporting in accordance with Generally Accepted Accounting Principles.
- Review reports to analyze operating results against budgets and projections. Evaluate trends and forecasts.
- Provide business recommendations where appropriate. Evaluate short and long-term planning.
- Provide tax planning and strategies to provide overall tax liabilities.
- Develop programs dealing with the flow of company resources, from purchasing accounting systems to analyzing real estate transactions and investments.
- Oversee purchasing and payroll activity for staff.
- Develop and maintain systems of internal controls to safeguard financial assets of the organization.
- Monitor banking activities of the company.
Request information about Outsourced CFO Functions below
The Firm’s tax services include individual, business (Corporation, partnerships, and Limited Liability Companies) estates and tax-exempt entities at the Federal and State level. Services include:
- Annual income tax returns
- Payroll tax returns
- Representation for tax audit and administrative hearings
- Estate planning
- Tax planning
- Succession planning
- Pension, profit sharing and other deferred benefit plan design
Request information about Tax Services below
QuickBooks® Training For the Individual Business
Sammy L. Wells is a Certified QuickBooks® Pro Advisor so he is an expert in this Accounting Software. He is now ready to devote time to your company to help you the business owner:
- Put Staff On-line Quickly
- Stop Transactional Errors
- Save Time and Money – Keep Repetitious Tasks in-house
- Business Decisions will be based on Accurate Financial Information
- Business Decisions can be made in a Timely manner
QuickBooks® is a powerful financial tool that can be used in the Construction, Legal, and Medical Industries as well as the Retail Industry. We are able to show you how to maximize the power of QuickBooks® for your business.
Request information about QuickBooks® Training For the Individual Business below
Business Automation through Technology Services
Sammy L Wells, P.C. utilizes new technology within its own practice to enhance and improve client services. The firm’s business technology group takes the same approach in your business by reviewing your needs and recommending appropriate new technology to improve information flow throughout your association. Our business technology group offers services that include:
- Integrated accounting solutions using QuickBooks®
- Goldmine application development
- (scheduling/workflow, event tracking, sales force automation, client tracking, central information knowledge base and more)
- Evaluating, selecting and installing equipment (can be a turnkey configuration)
- Evaluating, selecting and installing application software
- Providing user training and support
- Providing outsourced accounting.
Our thorough understanding of your business as accountants allows us to develop recommendations that will aid you in expanding your business and advancing relationships with your customers and vendors.
Request information about Business Automation through Technology Services below
Helping America's businesses succeed with low-cost, high-quality checks, business forms and envelopes for computer or manual use.
- Compatible with QuickBooks®
- Laser / InkJet Checks
- One-Write Compatible Checks
- Envelopes
- Deposit Slips
- Stamps
- Laser Invoices & Statements
- Check Taxis
- Continuous Checks
EiPrinting laser/Inkjet checks and Supplies are covered by the Rock Bottom Pricing guarantee!
Request information about Checks and Forms below
Accounting On Line May Very Well Allow You To Cut Your Overhead By $10,000 to $20,000 Per Year.
What is Accounting on Line (AOL)? Simply removing the bookkeeping function from the clients office.
Using technology to allow the business owner and the accountant access to “real time” accounting information.
A standardized process using “best practices” allows us to deliver more than expected. Customized reports are available to the business owner for review on a daily basis.
Who should consider adopting AOL?
- Your spouse is doing the books and hates it.
- You have gone through multiple bookkeepers in the past few years.
- You have wasted valuable selling time when doing your own bookwork.
- You feel frustrated with not really knowing how your business is doing – every day.
- Cash flow problems are bing driven by bad decisions based on bad information.
- You paid too much in taxes last year because you got caught by a surprise.
- Your tax return cost a fortune because so much work had to be re-done.
- No more staffing problems in the bookkeeping department.
- “Real Time” accounting with “Actionable” information.
- Advice and coaching from our office on the 80/20 principle.
- More time to dedicate to your core technology.
How to get started
Call our office to set an appoint for the CEO to come to your company to review your needs and discuss the possible financial benefits.
