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Welcome to the website of John P. Welch, Certified Public Accountant and Attorney at Law, where we protect more than your bottom line!
Headquartered in the historic James Flood Building in the heart of
downtown San Francisco, California, our Firm serves the entire San
Francisco Bay Area. If you are looking for a Firm that is a blend of
personal service and expertise, you have come to the right place! |
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Over the years, we have
developed professional relationships with our clients based on a high
level of personal service, responsiveness, and technical competence.
Our clients trust us to keep abreast of the latest issues that impact
their financial lives, and to give them the very best objective advice
so that we can protect more than their bottom line.
We pride ourselves on maintaining the very highest level of technical
competence in the areas that affect our clients’ financial lives. We
follow an aggressive program of continuing education, one that goes far
beyond the minimum requirements to maintain our professional licenses
and designations. |
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We offer a broad array of accounting, tax, financial and legal services
for business owners, executives and independent professionals.
Our accounting services encompass almost every aspect of financial
life. We have a proven track record in all aspects of Accounting,
Taxation, and Financial Planning.
Our financial services are wide-ranging and we strive to assist each
client to meet the challenges faced by major life events – getting
married, buying a house, having children, planning for college,
planning for retirement, and how to successfully pass on wealth at the
lowest possible transfer tax.
We assist our clients with all aspects of financial planning including
succession planning, estate planning, investment and risk Management.
Some of the tools we recommend include life, health, disability and
long-term care insurance, as well as property and casualty insurance,
and retirement vehicles such as IRAs, pension plans and other
tax-advantaged investments.
We are experienced and professionally qualified to offer legal counsel
in the areas of estate planning, taxation, business formation and
corporate governance, and contracts.
We look forward to working with you to help protect more than your bottom line!
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