From comprehensive tax services and business consulting to financial planning and outsourced CFO solutions, we provide the expertise you need to manage personal and professional finances.
Our services
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Our licensed professionals can guide you through tax preparation, payroll, investments, estate planning, student loans, insurance, and governmental compliance while keeping your financial success at the top of mind through every stage.
why Wells & Wann?
experience that matters
Need high-level financial expertise without the cost of a full-time CFO? Our outsourced CFO services provide your business with strategic financial expertise on your terms. We dive deep into your business operations to deliver insights that drive growth, improve profitability, and help you make confident financial decisions.
Outsourced CFO
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what we do
As a Certified Student Loan Professional, I help you confidently navigate the complex world of student loan repayment. We analyze your unique situation to develop strategic repayment plans, explore forgiveness options, and optimize your student loan strategy while considering your broader financial goals. Whether you're dealing with federal or private loans, our expertise helps you make informed decisions to manage your student loan debt effectively.
Student Loans
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what we do
Make your money work smarter with personalized investment planning that aligns with your goals. We can help you build and maintain a strategic investment portfolio designed for both current stability and long-term growth. We take a holistic approach, considering your tax situation, risk tolerance, and life goals to create an investment strategy that makes sense for you.
Investment Planning
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what we do
Our Services
Tax Preparation
Financial Statement Preparation
Payroll
We're here to serve you wherever you are. From our home office in Poteau, Oklahoma to our branch locations, and through our convenient virtual services - we make it easy to work with us.
Tax Planning
Governmental
Financial Planning
Business Consulting
Insurance planning
Estate Planning & Managing
We believe in tax avoidance, not tax evasion. We will work hard to help you find every tax credit and
write-off within the law.
We focus on accounting and financial reporting in accordance with GASB, fund accounting, budgeting, payroll, and policy and procedure development, all conducted in the name of transparency, compliance, and financial integrity.
We offer life, health, and disability insurance recommendations within your complete financial framework, keeping your financial wellness and long-term goals in mind.
We work closely with you to create and maintain estate strategies that provide security for your family's future.
We analyze your complete financial picture to develop well-rounded strategies that align with your short and long-term objectives.
We are a customizable business and tax planning service. We’re here to help you and your business succeed, from creation to completion.
