Your Trusted Tax Advocates
STAY IN THE KNOW
Meet the Team
CEO, Co- Founder-
Head of Accounting
Robert Wells II, MBA
As an award-winning tax professional with nearly 30 years of experience in personal and corporate taxes, I am here to help you navigate the complexities of tax planning and business setup. I graduated from Florida A&M University with a concentration in Business Management and later earned my MBA with a focus on Accounting. My career has spanned both corporate and government accounting, and I’ve dedicated my business to helping individuals and businesses grow while also mentoring and educating my community.
Whether you’re looking to set up your business, optimize your tax strategy, or seek professional advice, I’m here to assist you—whether in person, online, or through one-on-one consultations.
Executive VP, Co-Founder-Tax Specialist
Andre Wilson
As an award-winning tax professional with over 20 years of experience in personal and corporate taxes, I’m here to help you navigate all aspects of tax planning and business growth. In 2011, I co-founded Wells and Wilson Financial to create a full-service tax firm that specializes in individual, small business, and corporate taxes, as well as bookkeeping and business consultations. My mission has always been to support the growth and development of my community while mentoring and empowering others to achieve their financial goals.
Whether you’re seeking expert tax advice, help with business structure and setup, or ongoing financial guidance.
I’m here to assist you—whether in person, online, or through tailored consultations.
Director of Customer Relations and Project Development- Tax Strategist
Christie Woodard-Wells
With over 13 years of experience in patient advocacy and strategic account management, I bring a unique blend of healthcare insight and financial strategy . I hold a Bachelor's in Healthcare Administration and a MBA with a concentration in Public Health has shaped my ability to see the bigger picture and understand clients’ needs from multiple perspectives.
My background spans graphic design, marketing, finance, and client relations, allowing me to approach every challenge with both creativity and strategy. I am passionate about leveraging innovation, analytical thinking, and empathy to drive success and deliver exceptional results! Let's work together today!
Our Services
We make it our number one priority to ensure that your taxes are filed correctly and on time. We’ll work with you to make sure that you understand the process and are comfortable with the outcome.
Tax Preparation
We provide accounting services that help you track income and expenditures, ensure compliance with statutory requirements, and provide investors, management, and government with quantitative financial information which can be used in making business decisions.
Accounting
We understand that dealing with the IRS can be a headache. We’re here to help you get the maximum refund possible by reviewing your previously filed tax returns for any adjustments or changes that need to be made. Let our team of professionals handle the hassle, so you don’t have to.
Amendments
We provide payroll services to businesses of all sizes. We can help you with employment tax obligations and other payroll-related tasks.
Payroll Services
We understand the importance of keeping your financial transactions in order. We provide bookkeeping services to businesses of all sizes and industries to ensure invoices and expenses are filed correctly.
Bookkeeping
We are experienced in handling different types of documents. We can help you with real estate deeds, affidavits, wills, trusts, powers of attorney, bills of sale, or other official transactional documents.
Notary Public
At Wells And Wilson Financial, we offer expert tax preparation services to maximize returns and minimize stress. Our comprehensive Tax Planning and Strategies ensure financial success. Our experienced team provides personalized solutions aligned with your goals. Trust us to navigate tax season and secure your financial future.
Tax Planning and Strategies
Our Mission
We go above and beyond at Wells and Wilson to ensure our clients receive the best possible tax return. We know how important your hard-earned income is to you. This is why we take the stress out of the process! Our goal is to ensure every customer leaves satisfied.
Our Promise
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Tax services provided by licensed professionals
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Expeditious tax filing and return of refunds
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Assistance with complicated tax issues such as rejections, identity theft and amendments
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Support with auditing and reviews
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Year-round accessibility
Frequently asked questions
Contact Us
Address
4222 Millbranch Road
Memphis, TN 38116
Contact
(901) 345-1669
Opening Hours
Mon - Fri
10:00 am – 4:00 pm
Extended days and hours are available during tax season.
