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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:

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Tax Preparation & Compliance

Our tax experts work diligently to maximize your deductions and ensure timely compliance with tax regulations. Our services include:

  • Individual and business tax preparation

  • Corporate, partnership, and sole proprietorship tax filing

  • Tax planning and advisory

  • IRS audit representation

  • Tax compliance and reporting

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Bookkeeping Services

Save time and focus on growing your business by outsourcing your bookkeeping to us. We offer:

  • Recording and categorizing financial transactions

  • Bank and credit card reconciliations

  • Accounts payable and receivable management

  • Expense tracking

  • Monthly financial reporting

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Payroll Services

Our payroll solutions are designed to streamline your payroll processes and ensure compliance with tax regulations. We provide:

  • Payroll processing and check distribution

  • Direct deposit setup

  • Payroll tax calculation and filing

  • Year-end reporting (W-2s and 1099s)

  • Employee benefits administration support

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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:

  • Financial statement preparation

  • Monthly, quarterly, and annual financial reporting

  • Budgeting and forecasting

  • General ledger maintenance

  • Cash flow analysis

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Business Advisory & Consulting Services

We offer strategic insights and financial guidance to help your business thrive. Our consulting services include:

  • Business formation and entity selection

  • Financial analysis and strategy development

  • Profitability enhancement strategies

  • Risk management advisory

  • Succession and exit planning

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Virtual CFO Services

For businesses seeking high-level financial expertise without the cost of a full-time CFO, we offer virtual CFO services, including:

  • Financial strategy and forecasting

  • Performance analysis

  • Budget creation and monitoring

  • Stakeholder reporting

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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?

  • Tailored Solutions: We understand that every business is unique. Our services are customized to fit your specific needs.

  • Experienced Professionals: Our team of seasoned CPAs and financial experts bring years of experience to every engagement.

  • Commitment to Excellence: We are dedicated to delivering accurate, timely, and reliable financial solutions.

  • 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.

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