Welgaard CPAs & Advisors
Sameer Shrestha is a Tax Accountant at Welgaard since June 2019, responsible for preparing various tax returns and ensuring compliance with GAAP reporting standards. Prior experience includes serving as Vice President of the Association of Computing Machinery at Graceland University, where Sameer led discussions on innovative topics and organized community events. As President of the Graceland University Investment Club, Sameer managed a team to facilitate learning in portfolio management and security analysis. Additional roles involved tutoring in multiple computer science and mathematics subjects, serving as a Computer Lab Admin, and supporting IT infrastructure as a Summer Information Technology Analyst. Former internships at McClain Companies and Nepal Investment Bank Limited focused on business development and banking management. Sameer holds a Bachelor of Science degree from Graceland University, encompassing Accounting, Computer Science, Information Technology, and Economics, along with prior education in Accounting and Business/Management from Ace Institute of Management.
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Welgaard CPAs & Advisors
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.