Welgaard CPAs & Advisors
Whitney Esry, CPA, currently serves as a Tax Accountant at Welgaard CPAs & Advisors since December 2022. With significant experience in public accounting, Whitney has worked in various capacities, including Vice President of Finance at Elevato, Information Security & Risk Officer at BTC Bank, and Accounting Manager at Schuring & Uitermarkt. Prior roles also include Tax Staff Accountant at BKD CPAs & Advisors and Staff Accountant at Pioneer Services. Whitney is skilled in the preparation and review of corporate, partnership, and individual tax returns, financial statement preparation, and tax projections. Whitney holds a Bachelor of Science in Accountancy from the University of Missouri-Kansas City and has additional education from the University of Missouri-Columbia.
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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.