Whether you own a small or large business we are equipped to manage your books. With over 16 years of Tax and Bookkeeping experience: MBA, QuickBooksPro Advisor Certification, and EA (enrolled agent with the IRS.) Let the Well Account take care of all of your accounting needs.
We’re dedicated to our clients and have represented them in audits & inquiries with the IRS. This, in addition to continuing education, helps keep us current on tax law so we are always prepared for the toughest situations.
We have developed strategies for both business and individual clients working hard and long hours when they need us— even after tax season. So let us tackle your most pressing financial issues.
Email us and we will send you an easy to use Tax Organizer, which will aid you in the gathering of your documents as well as information needed to fill out your return.
We will send you a secure link via email that allows you to upload documents straight to your secure private client portal.
A little old school? You're more than welcome to drop your tax documents off with us on a scheduled appointment basis.
Whether you are a small business or want to keep your personal finances in order we would love to help you out.
Contact us for more details on your specific bookkeeping needs.
We know starting a new venture can be overwhelming. We can put together all the articles and filing documents legally necessary to register your business or investment activity in the State of Texas and with the IRS when creating a new entity.
Contact us to inquire LLC Formation Services
We know that the accounting needs for each business or family are unique. Use our form to tell us more about your needs and concerns, and we will give you a free quote on regular or one-time accounting service.
Rancho Sienna Loop, Georgetown, Texas 78628
09:00 am – 05:00 pm
Monday - Friday: 9am - 5pm By Appointment
Saturday: By Appointment
Sunday: We are closed today and spending time with our family at Celebration Church, feel free to join us! Please email us and we will get back to you soon.
It is nice to put a face to a name! We want to thank you for reaching out to The Well Account for your Tax and Bookkeeping needs. We are a family of five and understand the value of having someone you can trust. It is our goal in this community to be the face and name of someone who is loyal, trustworthy, and consistent with your important tax and bookkeeping needs.
Reach out to us today, we strive to work hard so you can focus on what you do best.
Jason & Ashley Taylor