Let us help you prepare for success!

Whether you’re a big business or a small one, an individual with complicated affairs or relatively simple ones, you’ll receive the attention you need – when you need it. Welgaard is committed to helping you achieve your financial goals.

For almost 40 years we've been helping individuals and businesses take much of the worry and stress out of their financial life. We are ready to assist you in: 
     •  Keeping your taxes as low as the law allows
     •  Designing effective record keeping and accounting systems that help your business function efficiently and profitably
     •  Helping you solve your business problems
     •  Preserving your estate for your intended heirs through sound financial and estate planning

Planning can bring your financial dreams to reality. Our strength lies in our ability to provide you with year-round planning for your tax, financial and business affairs.  

Build a relationship with a firm that has more qualified people and more professional services to help you prepare for success! Contact us today to schedule a no cost, no obligation meeting. 

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs and Advisors. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. please visit www.avantaxwealthmanagement.com/social_policy/ for more information.


Accounting

Insurance

Welgaard CPAs & Advisors

Welgaard CPAs & Advisors' headquarters in Pella, IA, United States

Wendy Sims

The Tax and Accounting Team at Welgaard CPAs & Advisors specializes in providing comprehensive tax planning and accounting services tailored to meet the needs of individuals and businesses. This dedicated team assists clients in minimizing tax liabilities, establishing efficient accounting systems, navigating financial challenges, and implementing effective estate planning strategies to secure their financial future. With a focus on year-round support, they ensure that clients are well-prepared to achieve their financial goals and maintain peace of mind throughout the year.

Welgaard CPAs & Advisors

Org chart

Teams

Tax and Accounting Team

Offices

Welgaard CPAs & Advisors

Org chart

Teams

Tax and Accounting Team

Offices

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