Your Trusted Tax Advocates
The Full Story
About
Founded by Robert Wells II and Andre Wilson, Wells & Wilson Financial was built on the belief that expert financial guidance should be both accessible and impactful. With over 20 years of combined experience in accounting and tax preparation, our founders set out to provide affordable, high-quality financial services to individuals and businesses across the Memphis area — and today, we proudly serve clients nationwide.
At Wells & Wilson Financial, we specialize in tax strategy, planning, and compliance, helping our clients unlock meaningful savings through a deep understanding of the U.S. tax code. Whether assisting a small business, managing complex returns, or crafting proactive financial plans, our goal is simple: to empower our clients to make confident, informed decisions about their financial futures.
Driven by integrity, trust, and excellence, we are more than just tax professionals — we’re your partners in long-term financial success.
Our Mission
At Wells & Wilson Financial, our mission is to empower individuals and businesses to achieve lasting financial success through strategic tax planning, expert accounting, and personalized financial guidance.
We are committed to delivering trusted, affordable, and knowledgeable financial solutions that simplify the complex — helping our clients make informed decisions, maximize savings, and remain compliant with confidence.
Rooted in integrity and driven by purpose, we strive to bridge the gap between financial understanding and opportunity, ensuring that every client we serve experiences clarity, growth, and peace of mind.
Our Vision
To become a national leader in strategic tax planning and financial empowerment, transforming how individuals and businesses approach their financial goals.
At Wells & Wilson Financial, we envision a future where every client — from small business owners to high-income earners — has the tools, knowledge, and confidence to make sound financial decisions that build lasting wealth and stability.
Through innovation, integrity, and education, we aim to redefine the standard of financial excellence — helping our clients not just meet compliance, but achieve clarity, control, and confidence in every financial move they make.
