About WELFO®
Welfo is a U.S.-based accounting and tax services firm providing accounting, tax preparation, tax planning, and IRS representation services for individuals and businesses.
Our goal is simple: help you understand your situation and stay compliant. We believe taxes and accounting should be clear, predictable, and practical — not confusing or stressful.
We Work With
Individuals & Families
Small & Mid-Sized Businesses
Entrepreneurs & Business Owners
International Clients with U.S. Tax Requirements
Unique Scenarios
Led by a CPA &
Enrolled Agent
WELFO is led by an experienced Certified Public Accountant (CPA) and Enrolled Agent (EA) with multi-national experience.
This allows us to support clients with a full range of tax and accounting needs — from straightforward annual filing to complex international compliance and IRS representation.
We focus on helping clients understand their situation and the optimal path forward — not just filing forms.
- Tax return preparation and filing
- Tax planning and compliance
- Setup and ongoing accounting and bookkeeping
- Guidance on IRS letters and questions, IRS representation
Public
Accountant
Enrolled
Agent
Our Work Is Based on
Four Simple Principles
No unnecessary complexity. No generic advice. Just clear and professional support.
Accuracy
We double-check the details. Every return, every figure, every filing — reviewed for precision before it reaches you or the IRS.
Clarity
We simplify things for you. Tax law is complex — our job is to translate it into clear, plain-language explanations so you always know where you stand.
Responsiveness
We answer and follow up on time, and set specific timelines that fit your needs. You'll always know when to expect a response — and we deliver on that.
Practical Advice
Solutions that consider multiple factors and inputs — tailored to your specific situation, not recycled from a template.
Regulated, Licensed,
and Held to a Code
Our work follows the ethical and professional standards of the accounting profession.
California CPA License
Our CPA holds an active license issued by the California Board of Accountancy, and our work is subject to its regulations.
AICPA
Our CPA is a member of the American Institute of CPAs and follows the AICPA Code of Professional Conduct.
CalCPA
Our CPA is a member of the California Society of CPAs, with ongoing professional education and ethics standards.
IRS Enrolled Agent
The EA credential is issued by the IRS, a division of the U.S. Department of the Treasury. It authorizes us to represent taxpayers before the IRS in all 50 states, under Circular 230.
Credentials verified and available upon request.
What Our Clients
Are Looking For
Clients choose WELFO because they want more than a form filler. We focus on building ongoing relationships, not one-time services.
Direct Work with Licensed Professionals
You work directly with a CPA and Enrolled Agent — not a junior staff member or an automated system.
Someone Who Will Understand Their Situation
We take the time to learn your full financial picture before making recommendations.
Professional Advice That Goes Beyond Basic Tax Filing
Strategy, planning, structure — not just compliance. We help you make better financial decisions year-round.
A Long-Term Business Partner
We focus on building ongoing relationships. Most of our clients have been with us for multiple years.
WELFO helped me understand my tax situation for the first time. Not just filed my return — actually explained everything so I could make better decisions going forward.
Ready to Work with a CPA
Who Actually Responds?
Book a free consultation.
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