What to expect from your CPA team!
Protecting your best interest
Staying in touch and communicating with you
Doing tax planning
Freeing you from worries about the tax compliance
Helping you track documents, deadlines, and tax law changes
Being available and devoting time to your needs
Helping you focus on your business and life—and create a proactive plan
Dealing with IRS and local tax authorities, if and when needed
Helping with tax audits
Sending you tax organizers to lessen the burden of tracking documents
Get to know the team!
Daniela Wells, CPA
Principal
Daniela loves numbers, and she has an established record for smart money and asset management. (Maybe it comes from the fact that she is a third-generation accountant?!)
Daniela loves helping friends and clients make better financial decisions to build and protect their wealth. She has a fascination with the tax legislation, digging into complicated tax rules and issues, and applying them to each person’s unique situation to help save money. Her love for people also plays a key role, as Daniela feels invigorated when helping improve someone’s life. (And, what’s not better than having a superhero CPA!)
This passion for people and interest with numbers grounds Daniela’s mission to offer CPA services that simplify people’s lives. Daniela wants each person to feel cared for and special. She established her own CPA company to allow her to do what she loves: meet people and help them increase and preserve their wealth through thoughtful planning and wise consideration of tax laws.
Experience, certifications, and degrees
• Expertise in tax saving strategies
• Two Master’s Degrees in Finances and Economics
• Graduated Summa Cum Laude with Honors
• More than 15 years experience in the field before starting her CPA firm
• Passed CPA exam on first try with one of the highest scores in the state (unusual, awesome accomplishment!)
• Corporate controller for a 20 million wholesale company, giving Daniela insight on company budgets and cost-saving and profit-increasing methods
• Passion for small and mid-sized businesses, tax planning for individuals, and tax saving strategies
Ben Wells
EA, Tax Assistant
Ben joined the Daniela Wells CPA tax team in 2022 as a Tax Assistant, where he works closely with Daniela to ensure accuracy and efficiency in every aspect of tax preparation.
Currently an Enrolled Agent in Training, Ben brings a strong passion for helping clients navigate complex tax situations. With a dedication to upholding high standards of precision and a proactive approach, Ben is committed to supporting our clients and expanding the firm’s reach.
By embracing new opportunities and driving growth, Ben is helping to pave a fresh path forward for Daniela Wells CPA firm, setting the stage for continued success.
Collette Hayes
Tax Data Entry/Office Manager
Collette Hayes comes to Wells CPA after many years as an Office Manager. She truly enjoys working with the public and is very thoughtful and conscientious about privacy and understanding the importance of sensitive information being handled. With college courses in Admin of Justice and Psychology, and extensive experience in customer service, Collette is an invaluable member of Wells CPA Team.
Collette and her husband enjoy camping, fishing and traveling. She is an avid horse rider and horse camper. Whenever possible, she enjoys spending time with her adult children and grandchildren.
Dave Wells
Senior IT Network Security and Administration Engineer and Expert in Network Security and Systems Backup
Dave is the behind-the-scenes technical guru that keeps the computer systems protected and encrypted. He designs firewall solutions, administers daily backups, and daily monitors security systems to ensure the highest level of client data protection. Dave has worked more than 18 years as a network administrator in Information Technologies, designing, implementing, and supporting a wide range of infrastructure and solutions.
