As a professional, you have worked hard to build your practice and clientele to secure your financial future. As a firm founded and managed by professionals, we can relate to the challenges that you face financially and operationally. Fortunately, we have the knowledge and experience to help you navigate through them.

Welch has provided quality service to professionals in a wide variety of fields including medicine, dentistry, law, accounting, architecture, and engineering. We have extensive knowledge of your industry standards and we are committed to helping you run a successful practice today and plan for a bright future ahead. Our full range of services for professionals include:

Tax

  • Preparation of annual tax returns
  • Tax consultation
  • Tax compliance

Tax

Financial Statements

Financial Statements

  • Annual financial statements
  • Net worth statements
  • Accounting outsourcing
  • Consulting on financial issues
  • Auditing

Business Advisory

  • Wealth planning
  • Incorporation of professional practice
  • Succession planning
  • Ownership/transition planning
  • Strategic planning
  • Business valuation
  • Mergers and acquisitions

Business Advisory

Find out how our team can help you!

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