Welcome

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!
 

Services

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.
 

Our Firm


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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