Wellman Tax & Business Advisors, Inc.

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(614) 991-5107Call Visit WebsiteVisit Website Map & DirectionsDirections5650 Blazer PkwyDublin, OH 43017 Write a ReviewWrite Review

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Affordable, Professional Tax Preparation & Bookkeeping

General Info: As a leader in utilizing today's technologies in the tax and accounting industry, we specialize in providing financial solutions for today's busy families & small businesses. We leverage today?s technologies so that our bookkeeping solutions are flexible enough for the most demanding schedules and budgets of today?s small business owners. So whether you?ve been in business for years, or just starting out, you can spend more time running your business and generating profits. We also offer professional tax preparation of all personal and business returns at competitive, affordable rates while still maintaining the highest standard of service to our clients. Whether you have investments, a business, real estate property, or a single W-2, we can meet your needs in most every case. Although we can?t promise to eliminate taxes, we can help you with both the planning and the tax preparation in order to minimize them. And since we maintain the strictest confidentiality and privacy practices in the industry, you can be sure that your information is in safe hands at all times.
Neighborhood: Tuttle Crossing
Other Link: http://wellmantax.com
Categories: Financial Services, Accounting Services, Tax Return Preparation-Business, Taxes-Consultants & Representatives

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Phone: (614) 991-5107

Address: 5650 Blazer Pkwy, Dublin, OH 43017

Website: http://wellmantax.com

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Wellman Tax & Business Advisors, Inc.

Tax Planning
The purpose of this website and related articles is to provide current information on tax, financial and business developments and to suggest general tax planning ideas that may be appropriate in certain situations. It suggests general tax planning ideas that may only be appropriate when claiming tax benefits in a manner consistent with the statutes and Congressional purpose.
Charitable Giving
Article Highlights: Charitable Contributions for Non-Itemizers Penalties for Contribution Overstatement Cash Contributions for Itemizers Substantiation Requirements As a means to stimulate charitable contributions during the COVID crisis, Congress made two notable changes for 2020—one allowing taxpayers that don’t itemize their deductions an above-the-line deduction for cash contributions of up to $300 and another for those […]
Estate Taxes
Tax Services
We offer professional tax preparation of all personal and business returns at competitive, affordable rates while still maintaining the highest standard of service to our clients.
Roth IRA
If you converted your traditional IRA to a Roth IRA in 2012 and paid (or will pay) the tax on the conversion and then watched the value of the account decrease due to an unexpected poor investment performance, you still have an opportunity to do something about it. If you filed your return on time or are […]
Tax Deductions
Our Tax Organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. The organizer is revised annually to be compatible with the ever-changing tax laws. It can help you remember which supporting documents are needed and will inform us of many changes you may have had. We know life is busy, and this is our way of starting the conversation on possible tax deductions or planning ideas that could be used to minimize your tax liability. Please note there is no need to duplicate W-2 and 1099 information on the organizer if you are including the supporting documentation.
Income Tax
Article Highlights: Earned Income Tax Credit (EITC) Qualifications Computing the Credit Limit on Investment Income Military Combat Pay Election EITC Scams Banning EITC Filers The Earned Income Tax Credit (EITC) is a tax benefit for working people who have low to moderate income. It provides a tax credit that is treated like tax withholding: it […]
Capital Gains Taxes
Tax Return Preparation
There’s one distinguishing difference between tax planning, and tax preparation. It’s December 31 st. In order to beneficial, any planning has to occur before the end of the year; preparation can only take place after the beginning of the year. Although we can’t promise to eliminate taxes, we can help you with both the planning and the tax return preparation in order to minimize them.

Mutual Funds
Reinvested Dividends – If you are invested in a mutual fund, you are probably reinvesting the annual dividends. Reinvested dividends add to the basis of your investment, and when you sell the mutual fund, having a higher basis will reduce the gain. Mutual funds are required to track your basis for mutual fund shares purchased after 2012. Some even track the basis and reinvested dividends going further back. However, some do not, and it would be your responsibility to track the reinvested dividends so that you get the benefit of all reinvested dividends when you sell.

Accounting Services
We know from experience that starting your own small business can be an exciting and challenging time. But for today’s small business owner, there are just so many record-keeping, bookkeeping, and filing requirements, that it can quickly deflate your enthusiasm. Sometimes it’s hard just to figure out where to start!
Payroll Services
Now you can trust your payroll is in good hands. There’s nothing better than personal attention from a trusted advisor who knows your business. Our high-quality payroll service is customized for you and your business. Rely on us to deliver top quality service all year long. You’ll be delighted with the results!
Bookkeeping Services
We leverage today’s technologies so that our bookkeeping services and solutions are flexible enough for the most demanding schedules and budgets of today’s small business owners. So whether you’ve been in business for years, or just starting out, you can spend more time running your business and generating profits.

Retirement Planning
Spousal IRA – If one spouse works and the other does not, the tax law allows the non-working spouse to base his or her contribution to an IRA on the working spouse’s income. This tax benefit is frequently overlooked when spouses have been working for years and basing their individual contributions on their own income, and then one of the spouses retires. Even if the working spouse has a pension plan at work and his or her income precludes making a deductible IRA contribution, the non-working retired spouse may still make a contribution based on the working spouse’s income. Spousal contributions can also be made to Roth IRAs if the spouses’ joint income does not exceed IRS limits. As of 2020, the law was changed so that there is no longer an age limitation for making contributions to IRAs.
College Funding
Child’s Private School Expenses – If your child is attending a private school, the Tax Cuts and Jobs Act allows up to $10,000 per year of Sec. 529 college savings plan funds to be used to pay tuition for kindergarten through grade 12. However, tapping your college savings plan for these expenses may be detrimental to your overall long-term savings plan to pay for college tuition.
Reverse Mortgages
In recent months, we have seen a growing number of celebrities on TV promoting reverse mortgages. In today’s economy, many retirees are faced with mounting debt and inadequate incomes. For many, their home is their most valuable, and perhaps only, asset, but it is also their home and they really don’t want to sell it. […]

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