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Want a personalized strategy to protect your investments? Daniela Wells, CPA, can help you design saving strategies for education, retirement, real estate, capital gain, and more. You’ll receive an analysis of your tax situation/finances, and together, Daniela will help create your strategy. Ready for VIP service?
Do you want your business to grow? With an extensive background in business finance and taxes, Daniela can help you navigate complicated tax law; analyze your finances, cash flow, and operations; and preserve your profits. Selling and closing an existing business or establishing a new business? Daniela can help.
You’ve worked hard to build your wealth. Creating a tax plan is imperative, as trust and estate taxation is especially harsh, and you could lose a large amount if the planning is not done right. While many firms just crunch numbers, Daniela and her team change lives by helping clients preserve their hard-earned wealth.
Do you have a personalized tax strategy to save money and protect your wealth? Design your plan with certified public accountant Daniela Wells, who can …
Ready for VIP tax service? Learn more about the team and how our CPA services simplify your life.Read more!
I can think of a few things right away for how Ms. Wells handled my tax reporting that put me at ease throughout the whole process. First, she was prompt in everything she did as well as what she promised, especially in terms of getting back to me sooner than I had expected on the […]
My initial introduction and meeting with Daniela was especially positive. While my tax account is not a massive or complex one, it still was handled promptly and professionally. There were no concerns on my part that my account would be well-handled. My confidence is strong that all future interactions will be likewise conducted. Daniela is […]
It has been wonderful working with Daniela! She is both knowledgeable and personable. As a small business owner, I particularly appreciate the time Daniela takes to explain things (and in a way I can understand). She has gone above and beyond in providing me with useful tools to help me stay on track throughout the […]
Do you have a personalized tax strategy to save money and protect your wealth? Design your plan with certified public accountant Daniela Wells. Call today!