JW

Jeremy Wells, CPA

✓ VerifiedCPAMulti-State

💼 COO & Head of Tax at Steadfast Bookkeeping 🎙️ Host of Tax in Action ✍🏻 Posting at jwells.tax

Steadfast Bookkeeping

📍 Saint Augustine, FLMulti-stateAccepting work

About

Jeremy Wells, PhD, EA, CPA, is the chief operating officer and head of tax at Steadfast Bookkeeping since 2024. Prior to joining Steadfast, he founded and ran JWellsCFO, specializing in tax planning and business strategy for small businesses since 2018. Before becoming an accountant, he spent a decade teaching as a college instructor. Jeremy shares his expertise through his CE-eligible podcast, Tax in Action, and his Substack, JWellsTax. He is the editor in chief of the EA Journal and is treasurer of the Florida Chapter of the National Association of Tax Professionals. As an Enrolled Agent and Certified Public Accountant, he blends rigorous analysis with classroom-tested clarity, making him a sought-after educator in the profession.

Opportunities & Goals

Open to teaching, speaking, mentorship, and consultation

Specializations

No specializations listed

Software & Tools

Standard Software

ProconnectTaxdomeQuickbooks OnlineGustoQuickbooks Payroll

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Jeremy Wells, CPA – 💼 COO & Head of Tax at Steadfast Bookkeeping 🎙️ Host of Tax in Action ✍🏻 Posting at jwells.tax | TaxProExchange