

Services
At Wellington Mackenzie CPA Group, we are committed to providing expert financial services tailored to meet the unique needs of businesses and individuals. Our experienced team offers a wide range of solutions designed to help you navigate complex financial landscapes, maintain compliance, and achieve your financial goals. Explore our comprehensive services below:

Tax Preparation & Compliance
Our tax experts work diligently to maximize your deductions and ensure timely compliance with tax regulations. Our services include:
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Individual and business tax preparation
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Corporate, partnership, and sole proprietorship tax filing
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Tax planning and advisory
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IRS audit representation
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Tax compliance and reporting

Bookkeeping Services
Save time and focus on growing your business by outsourcing your bookkeeping to us. We offer:
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Recording and categorizing financial transactions
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Bank and credit card reconciliations
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Accounts payable and receivable management
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Expense tracking
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Monthly financial reporting

Payroll Services
Our payroll solutions are designed to streamline your payroll processes and ensure compliance with tax regulations. We provide:
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Payroll processing and check distribution
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Direct deposit setup
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Payroll tax calculation and filing
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Year-end reporting (W-2s and 1099s)
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Employee benefits administration support

Accounting Services
We provide accurate and reliable accounting solutions to ensure that your financial records are well-organized and up-to-date. Our services include:
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Financial statement preparation
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Monthly, quarterly, and annual financial reporting
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Budgeting and forecasting
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General ledger maintenance
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Cash flow analysis

Business Advisory & Consulting Services
We offer strategic insights and financial guidance to help your business thrive. Our consulting services include:
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Business formation and entity selection
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Financial analysis and strategy development
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Profitability enhancement strategies
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Risk management advisory
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Succession and exit planning

Virtual CFO Services
For businesses seeking high-level financial expertise without the cost of a full-time CFO, we offer virtual CFO services, including:
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Financial strategy and forecasting
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Performance analysis
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Budget creation and monitoring
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Stakeholder reporting

Entity Formation
Forming a new entity begins with using business objectives to determine the entity type that will best suite your needs, for example, a corporation, limited liability company (LLC) , or partnership, etc. Then, file for Employer Identification Number
Why Choose Wellington Mackenzie CPA Group?
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Tailored Solutions: We understand that every business is unique. Our services are customized to fit your specific needs.
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Experienced Professionals: Our team of seasoned CPAs and financial experts bring years of experience to every engagement.
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Commitment to Excellence: We are dedicated to delivering accurate, timely, and reliable financial solutions.
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Client-Centered Approach: We prioritize building strong relationships and providing exceptional customer service.
Let’s Work Together Whether you're a small business owner, an established enterprise, or an individual seeking expert financial guidance, Wellington Mackenzie CPA Group is here to help. Contact us today to schedule a consultation and discover how we can support your financial success.