Tax Services

Wells Tarkington provides comprehensive tax services for businesses, individuals and non-profit organizations, whether your needs are simple or complex.

  • Tax return preparation
  • Tax strategy and planning
  • International Tax Issues
  • IRS dispute resolution
  • Tax controversy
  • State & Local Tax

All tax returns are reviewed by a licensed CPA from the State of Georgia.

We look forward to the chance to work with you. If you’re in the process of selecting a firm for tax services or just have some questions, we’d enjoy hearing from you.

Schedule of Fees

We believe in being upfront and straightforward with our clients. Pricing is listed for most business and individual tax scenarios.

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Tax Services

Business Tax

We work with Partnerships (LLC and LLP), C Corporations and S Corporations on their business tax return planning and preparation. As a strategic partner, we manage the process of completing Federal and State forms, including 1120, 1065 and 1040 with Schedule C. Many of our clients also rely on us to handle payroll and sales tax services.

Business owners often spend significant time compiling the information necessary to prepare the year-end tax return. We can reduce that stress by providing the financial statement clean up that is often required.

Our Process

Individual Tax

Our personal tax practice is built upon strong relationships. We offer tax preparation, strategy and planning for individuals and families like yours, including sole proprietorships and small businesses, multi-state tax situations, high net-worth individuals, expatriates, complex investments and rentals. The strategy and planning process may include:

  • Year-end planning
  • Multi-year projections
  • Investment planning and capital gains
  • Estate and gift tax planning
  • Retirement planning
  • Family-owned business succession planning
  • Charitable giving planning
  • Education funding
  • Expatriate issues
  • Minimizing AMT impact
Tax Services

International Tax

International tax services are necessary for businesses and individuals engaging in certain inbound and outbound activities. We work on tax returns and planning for complex scenarios including:

  • U.S. corporations expanding overseas through a foreign subsidiary or branch
  • U.S. citizens conducting business or investing abroad
  • Foreign corporations expanding operations to the U.S. through a U.S. subsidiary or branch
  • Foreign investors in U.S. businesses, real estate or securities.

Trust & Estate Tax

Estate planning and administration often involve a combination of asset transfer techniques, liquidity planning, tax minimization strategies and succession planning. While every estate must file a final tax return, some situations also call for forms 706 or 1041 in the cases of larger estates and estates that generate over a certain amount of income, respectively. We can guide you through the complex process of getting the financial affairs in order.

The tax treatment of a trust can vary depending upon its structure and type. Every trust situation is unique and we take the time to understand your situation and provide the best guidance for your situation.

Non-profit Tax

The unique regulatory, financial and strategic challenges facing non-profit organizations underscore the importance of selecting the right firm to provide accounting and tax services. Non-profit organizations often rely on fundraising, membership dues, grants and investment income to fund their operations.

Contact us to learn more about how we can help simplify and streamline your organization’s financial operations and systems so that you can stay focused on your mission.