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Home > Financial Services > Accountants > Welkley & Tucker Inc., CPA's
Welkley & Tucker Inc., CPA's
Over a number of years, they have developed a level of expertise in the area of estate planning and administration. Jack Welkley has completed the California CPA Society’s certificate program on estate planning and is a past president of the Santa Clara County Estate Planning Council.
They serve a broad base of business, personal and non profit clientele, meeting their needs in the accounting, financial and tax arenas. They are the premier provider of services and products that enable their clients to strategize, plan, design and implement solutions through a single source.
They have a small business division, which offers a full compliment of services specializing in providing clients with guidance and assistance in maintaining their general ledger as well as meeting filing requirements. In most cases this allows the client to do what they do best growing their business.
Many businesses are required to provide financial statements to their bank or other financial lenders. Also, businesses, individuals and other organizations may desire an independently prepared financial statement to see the current results of their labors. They assist in meeting these requirements or needs.
Occasionally, the state taxing authorities will send notices or inform clients of audits. With their background and experience in response to the taxing authorities and their knowledge of the tax laws, they assist their clients in resolving these matters. Although their services cover your ongoing compliance need, they also provide you with experienced insight through the planning and consulting part of their practice.
The motto they have adopted is wherever you are they’re there. This is particularly true in their tax preparation. Whether you or your business is located in the Bay area, California, or any of the other 49 states, they have the technical capabilities to meet your tax and accounting needs.
Their goal is to provide lasting solutions as frequently or infrequently as necessary for your specific business. They understand small businesses and know that their needs are often times as unique as their owners. With this in mind, they also maintain a referral network of professionals in various fields that are of importance to small businesses and their owners, so that their clients can receive top notch service in all areas of expertise.
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