An integrated team for higher quality service, one on one attention and advise personalized to your tax and financial situation.
An integrated team for higher quality service, one on one attention and advise personalized to your tax and financial situation.
Integrated Design Customized To You
Financial team who specializes in working with entrepreneurs
An investment that pays for itself
Lead Your Financial Legacy
Money is the least taught subject
Teach you how to use money as the tool it was intended to be
Concierge Accountancy Corporation offers you an Integrated Financial Design and Execution system and team, more people are choosing a membership model in return for higher quality service, one-on-one attention, and advice personalized to their tax and financial situation. Our concierge model provides advantages over the traditional CPA model.
Having a concierge accountancy team on your side means you'll not only be prepared for the possibility of an audit; you’ll also be protected. In the event of an IRS audit, we will have the team and knowledge for the audit representation. That certainly doesn't eliminate the hassle of an IRS audit, but it can minimize the pain (both emotional and financial) from it.
We provide premier services to our exclusive clients that they value most: financial education and advice, personal financial statements, dynamic financial planning, tax planning and strategies, IRS representation, and one-on-one face time with a coordinated financial team. We also have access to a network of additional services such as estate planning attorneys, trust companies, insurance providers, and other additional benefits to our members.
All of this added value typically costs less than the average American spends on coffee every year. That's why more people are choosing concierge CPAs.
If personalized financial and tax advice is important to your financial future, then Concierge Accountancy Corporation is right for you.
Weldon Wulstein
Weldon graduated from Loyola Marymount University in Los Angeles, with a Bachelors of Science in Accounting. During his studies he worked at a small public accounting firm in Los Angeles, concentrating in Oil and Gas Partnership taxation. He then moved to Lake Tahoe in 1993 and began working with another small public accounting firm.
During this period in his career he concentrated on general account work for small business, individual and business in the hospitality industry. In addition during this period Weldon received certification in Networking and Accounting software applications.
Weldon joined Incline Technologies, Inc. during February of 1997. While working with Incline Technologies he has assisted in implementing an electronic mail server and has successfully administered the local area network as well as the wide area network for the sales person in the field. Weldon’s knowledge of the accounting practices has assisted Incline Technologies in implementing accounting policies in preparation of eventually making a public offering.
Sue Thompson
Sue Thompson is known as America’s Financial Management Expert. Her message evolved over 30 years working in banking and finance and as a Business Owner. In her accounting business she has helped hundreds of people manage their money, eliminate debt, and build their businesses and their lives to create less stress and more financial freedom.
Sue is very experienced and highly trained in the skills of money management and stewardship. She is a gifted speaker and seminar leader that is both entertaining and knowledgeable. Her insights have helped people to reach and exceed their financial goals sooner than they ever thought possible.
Sue’s tips can take the scary proposition of finances and turn them into an exciting plan for your future. Imagine the peace of mind that comes with a step by step plan to achieving your goals. Plus she teaches how to do all this without stress and arguments.
You're one click away from discovering why Concierge Accountancy Integrated Financial Design and Execution is your next best step.
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