Andre Wells, CPA
Wells Accountancy
I'm a Family Office Accountant serving primarily High Networth Individuals and their businesses. I'm a licensed CPA and currently have my Series 65 (U4 registration plan is on progress).
My direct value propositions: 1) If you're a pure play tax firm, I can serve as your outsourced CAAS partner 2) Take on excess capacity tax clients seasonally or as part of a structured succession plan or succession planning alternative. 3) Beginning Spring 2026: Offering fee-only wealth advisory services to your accounting clients. We'll offer a fee credit for tax compliance and planning services equal to 10% of wealth planning fees.
Years of Tax Experience
11-15 years
No specializations listed
Contact information is private
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