Personal Financial Services are our specialty.

As dedicated tax experts, we are proud to serve your exact wants and needs with the care and warmth that match our technical expertise.

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We go beyond tax compliance to provide you with
strategy and foresight that cannot be found at a walk-in service.

Who We’re For

Busy professionals have a special place in our hearts.  We are well versed on what affects you and want to help you enjoy more of your free-time. Facing any of these situations in a tax return can be intimidating:

  • Restricted Stock Units
  • Deferred Compensation
  • Household Employees
  • Rental Houses
  • Crypto-currency trading
  • Sales of a home or other asset
  • Multi-state tax returns
  • New to Washington State

Why waste hours reading up on new tax laws, only to wonder if you have it right?  We are here to make tax returns easy. Learn more about our new client process.

Executive Groups often come face-to-face with similar challenges.

Consider our services as additional compensation for your team — Weldon Tax will serve your teams’ individual tax compliance and planning needs, and address any of your income and tax questions so you can focus on your mission.

For a flat annual fee*, our Executive Group services include:

  • One hour CPA consulting and planning session
  • Federal and State tax return prepared and reviewed by a CPA
  • Federal and State estimated tax calculation reviewed by a CPA

*Estimates available upon request

As part of our service alliance with Assisted Finance, Weldon Tax will prepare all of your Federal and State tax compliance.

As to remain consistent with Assisted Finance, we will primarily collect information from you over the phone. Although we limit our phone communications to 20 minutes per call, we encourage you to schedule additional calls if there is unfinished business to be taken care of.

AF clients also have the option to receive refunds and send payments electronically at no additional cost. Your returns can be accessed online in your AF Library but we are happy to send you a hard copy at your request.

If you find yourself in need of further help, your AF Client Services Professional is available for over-the-phone assistance.

About Us

Our team has an abundance of experience in providing tax compliance and advice to [ultra-high net worth] families, professionals, business owners, and private foundations.

Weldon Tax has the dedication to provide you with the most powerful tax advice and the technology that allows you to hand-pick only the services you want and need.

Weldon Tax sticks to delivering exceptional tax compliance and planning services; we will never sell you insurance or investment products while you’re a client with us.

Pricing


Any pre-existing tax issues that need to be resolved, or other tax advising beyond filing all federal and state income tax returns will be charged an hourly rate of $250/hr due professional expertise needed.

To request a fixed flat fee estimate for your 2018 federal and state income tax, forward a copy of your 2017 tax return. Our CPA’s will review and get back to you with an estimate within two business days.

Because everyone has slightly different needs, and because we strive to provide a perfect fit service, we follow this process to make it easy…

1.

First, we schedule an initial 15 minute phone call where we gather your information and find out what may be new this year.  We find a quick conversation up front is expeditious.

SCHEDULE

2.

Second, you securely upload your most recently filed tax return.

UPLOAD

3.

Third, within 24 hours, we will send you an engagement letter via HelloSign with our flat-fee quote.

After you sign our engagement letter, you can forward documents you want us to review via secure upload, mail, or drop-off.

 

Contact

Fill out the form to the right and we’ll get back to you shortly. 

Schedule

Schedule a complimentary 15-minute phone consultation. 

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