Big Firm Services with a Personal, Small-Firm Feel

At Paul T. Wells, CPAs, we provide our clients with all the services that the big firms offer, but with a personal touch. Our clients benefit from our years of tax and accounting expertise, but most often comment on the dedicated one-on-one attention they receive. Our friendly, approachable style puts our clients at ease as we guide them through their data and offer sound advice throughout the year. Our goal is always to ensure the client’s success—which is why we work with you as your trusted business partner to help you truly understand your financials and make sound business decisions.

We are also committed to using innovative technology solutions to take our clients into the next era of accounting—providing the level of service you expect with the convenience you deserve. Our advanced web-based platform offers secure, 24-hour online access to your financial documents. And while this technology is available to serve you on your own terms and schedule, it will never replace the personal attention that is the foundation of our business.

It is our goal to provide you with superior service, supported by today's most up-to-date technology. Consider our full line of services:




Why making annual exclusion gifts before year end can still be a good idea

December 20, 2016

A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one of the simplest is to take advantage of the annual gift tax exclusion with direct gifts. Even in a potentially changing estate tax environment, making annual exclusion gifts before year end can...


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Phone: 903.785.8481 • Fax: 903.784.8635