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.