Services

Wells Bookkeeping & Tax provides a wide-range, full-charge with experience in all the areas of what you’d expect of a long-established bookkeeping service. 

We manage financial records for Entrepreneurs, whether a Sole Proprietor, Limited Liability, Partnership, or S Corporation.

Of course, we help with taxation, anywhere from monthly filings, to income tax preparation.

As part of your team, we will gain an in-depth knowledge of your needs to provide you with the most effective service to help you accomplish your goals; IF your books are in disarray it will be difficult to determine if you are making a profit or losing income.

Bookkeeping/AccountingIncome Tax ServicePayrollTaxationBack Office

Allow WB&T to manage the day-to-day record transactions and bill pay while generating financial reports needed to make informed business decisions.  

The team will sit with you and review all of your data to offer insight and assistance in understanding the story behind the numbers. 

Our sharp financial analysis will give you better visibility into the factors driving your business.

 

 


Learn More     Get Started  Book Appt

It Starts with Bookkeeping & Ends with the IRS

Wells Bookkeeping & Tax makes preparing your income tax easy!

 When it comes to income tax and refunds, companies cannot guarantee but good ethical preparation standards.

WB&T provides an honest income tax service. Get out of the check cashing lines, and stop dealing with “third parties”, take control of your money, and hire WB&T. 

 A team member will walk you through the process; provide an online portal to access your information whenever you want.

No need to make endless calls trying to reach customer service to check on your information, we provide all information via the portal


Learn More     Get Started  Book Appointment

It Starts with Bookkeeping & Ends with the IRS

Proper payroll processing is vital to the success of any organization – large or small. 

Outsourcing the chores of payroll to WB&T reduces the additional costs of specialized employees dedicated to this task.

No business can afford to go wrong with payroll.


Learn More    Get Started  Book Appointment

It Starts with Bookkeeping & Ends with the IRS

The rise of red tape places many requirements on individuals and businesses. Ignoring, misunderstanding, or mismanaging these requirements can lead to financial penalties, disasters, and missed opportunities. 

WB&T’s Accounting services help you to understand your obligations and unlock the information contained within your accounts.


Learn More    Get Started  Book Appointment

It Starts with Bookkeeping & Ends with the IRS

Wells Bookkeeping & Tax recognizes that providing customers with high-quality support contributes significantly to their long term success with us.

We know that keeping your system running smoothly and getting questions answered on a timely basis is important to the success of your business, as well as ous.   

We offer support services to both Individuals and Businesses

Support Services include but not limited to:

Expense Management   Client Billing   Accounts Payable    Tasks & Projects


Delegate a Task or Project   Book Appointment

It Starts with Bookkeeping & Ends with the IRS

About

Wells Bookkeeping & Tax has provided outsourced bookkeeping, payroll, and operational support to growing businesses since 2007.

WB&T’s experienced, U.S.-based, Michigan Domiciled professionals use secure, up to date technology and a proven process to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial analysis, payroll administration, and more.

LOCALLY OWNED, VIRTUALLY  OPERATED BOOKKEEPING AND BACK OFFICE SERVICES  

LoRetha Wells founded Wells Bookkeeping & Tax in 2007 with the vision of becoming the go-to resource for virtual bookkeeping and back-office services. 

 Over time, she gradually modified services to support the company’s expanding client roster. The unique business model of WB&T allows customers to manage their business according to their vision  – not that of Wells Bookkeeping & Tax.  

   

CORE VALUES of Wells Bookkeeping & Tax:

CLIENTS: WB&T is completely client-focused – the commitment!. We exist to serve our clients and help them achieve their goals. Our clients’ success is our success. 

EXCELLENCE: WB&T strives for excellence and attention to detail – The Purpose! Our loyalty is to our client, being a part of your team.  

CULTURE: WB&T creates a positive and lasting culture that attracts, retains, and rewards our employees, clients, vendors, and community. The Dedication! We treat others the way we want to be treated.  

   


The Team   The Mission  The Process 

It Starts with Bookkeeping & Ends with the IRS!

The Process

Accounting and Tax practices are a serious matter and decisions to hire professionals internally or externally should not be taken lightly.

For that cause, WB&T has a process for getting services started. Our process is simple & gives you the opportunity to learn our methods as WB&T understands your needs.


The AccountThe First MeetingOrganize the DataFollow up MeetingGet to work

WB&T recommends creating an account with the File Exchange Portal. 

  • This step helps the team send and receive files and stay organized.
  • It’s very difficult to keep a fluid conversation with text messages and documents lost in spam

​Note: you can access the FEP when using the Customer Portal. 


No two clients are the same! A team member will meet with you to review and discuss your needs.

This step/ meeting will take as long as you need (but not more than 3 hours) to address any immediate concerns. 


 

After the 1st meeting, the client will be sent a Confidential Disclosure Agreement (CDA).

Once your needs have been delegated, WB&T will require an official copy of your accounting files.


Once the team has reviewed your files, there will be a request for a final meeting to:  

  • To discuss your expectations – as you have learned about our methods.
  • Review WB&T’s scope of work – the agreement.

Wells Bookkeeping & Tax believes in tooling each client to make informed business decisions. 

*We treat each client like a partner where our success is the result of our client’s success

After the final step, hopefully, you are well-informed about how we work and we completely understand YOUR expectations.



The Team   The Service  The Policy

It Starts with Bookkeeping & Ends with the IRS!

Blog

An audacious way to bring together topics from a variety of workplace perspectives.

 WB&T’s blog articles and forums range from accounting, employment law to medical billing and coding.

Topics address tax tips and issues to payroll – the forum is a safe place to share tips, information, and musings about employee performance, human resources, and management. 


News   Resources   Forums

Workspace   Register/Login  Exchange Portal

Contact

Wells Bookkeeping & Tax

(734) 288-8461 | Info@wellsbandt.com


 

How can we help?

Feel free to ask a question or simply leave a comment.


 

Appointment

How to manage your appointment

To manage your time with WB&T:

  • On the toolbar click on the “Events” tab

  • From the drop-down menu choose either Add New EVENT or Add New Task

  • A Web Form will appear. Complete ALL Tabs

  • In the Participants tab, choose the DEPT or Team member you’d like to meet

  • REMOVE PARTICIPANTS from “Selected Participants:”

See Video Tutorial

You will get a follow-up and reminder E-mail.

Refresh Page if you make a mistake 


Get Started   Refund Status  The Process 

It Starts with Bookkeeping & Ends with the IRS!

Pay Invoice

 

We Speak your financial language! WB&T offers several ways to remit payment for services.

PaypalVenmo PayPay by U.S PostalGoogle PayACH PayView My Invoice

To pay using Paypal, you will need to offer an email address. It’s a good idea if you use the same address you have on file with us.

Paypal requires your email in case there is an issue and you need to be notified directly by them. Paypal transactions take a few days to post, but you will not be considered late.

Pay with Paypal

 

 

Venmo is a digital wallet that lets you make and share payments with friends.

You can easily split the bill, cab fare, as a payment option in certain merchant apps, and you can pay with Venmo many places where you see the PayPal button.

In order to pay using Venmo, you will need to have the Venmo app installed on your mobile device and will need to opt-in to make purchases You will find WB&T on Venmo using our direct payment link.

WB&T on Venmo | Apple Store Venmo | Google Play Venmo


To remit payment by Check, Cashiers Check, or Money Order Mail to:

  • Wells Bookkeeping & Tax, LLC
  • Attention Accounts Receivable
  • 15081 Sorrento St
  • Box 51774 Livonia, MI 48151

Please put your WB&T account number on the Check, Money Order, or Cashiers Check!

If you are a Gmail user you can easily send payment to WB&T

 How do I set up Google Pay?

  1. Download the app on Google Play or the App Store, or visit pay google.com.

  2. Sign in to your Google Account and add a payment method.

  3. If you want to use Google Pay in stores, check to see if your phone has NFC

  4. Use wellsbookkeepingntax@gmail.com to send payment

WB&T on Google Pay

Automated Clearing House (ACH) payments are electronic payments that pull funds directly from your checking account.

Instead of writing out a paper check or paying with a debit or credit card, the money moves automatically as you schedule it.

To make a 1-time payment or recurring payments to WB&T using ACH, download and complete the ACH form (Keep a copy for yourself) and upload to The Portal or send by U.S Postal Services.

File Exchange Portal  ACH Form

 

Check Refund Status

Select a state to check the status…  
Alabama Georgia Louisiana  Montana Oklahoma W. Virginia
Arizona Hawaii Maine Nebraska  Oregon Wisconsin
Colorado Indiana Michigan New York  S Carolina

Haven’t filed your returns yet?

No worries, WB&T can help!

Go ahead and sign up for the Income Tax Preparation Service

 

Connecticut Iowa Minnesota N Carolina Utah
Delaware Kansas Mississippi N. Dakota Vermont
District of Columbia Kentucky Missouri Ohio Virginia

 

error: E-mail info@wellsbandt.com for help with this page!