We Are Ready.


Jeremy Wells

Hi! Call me Jeremy. I want to help you better manage your personal, family, and business finances for a happier, more fulfilling life.

I spent ten years as a university instructor and professor. With the heart of a teacher, I will guide you through providing for yourself and your family, planning for your future, forming and running your business, and reaching your financial goals.

As an Enrolled Agent—the highest credential the Internal Revenue Service awards—I have unlimited practice rights, including which taxpayers I can represent, what types of tax matters I can handle, and IRS offices before which I can represent you as a client. I will handle your tax matters from preparation to filing and even throughout an audit process if necessary, keeping you informed and empowered throughout.

As for your business, I can handle all your bookkeeping needs, including setting up and running your books. From entering and recording transactions to determining net profit and taxable income, I’ll give your business the same care and attention you do.