Looking Beyond The Numbers
Our mission at Welgaard is to focus beyond the numbers for your success. We are forward-looking, future-ready and passionate about your financial success. Every member of our firm strives to build relationships with our clients founded on the values of integrity, teamwork, service excellence, accountability, and care. We look beyond the numbers and get to know our clients so we can provide service that meets the best interest of each and every one of our clients.
Strong Foundations Lead to Growth
Since Stan Schuring and Jerry Uitermarkt founded the firm in 1979, our client base and their need for services has grown, and so has Welgaard. We currently serve clients in six office locations, including Pella, Altoona, Urbandale, and Mount Ayr in Iowa, and Stanberry and Bethany in Missouri. The firm is led by nine shareholders and employs a team of more than 75 dedicated professionals, making us large enough to provide our clients with a broad base of experience and resources, yet small enough to offer very personalized service.
Since 1979, our team has helped businesses:
- Minimize or avoid tax expose through proper tax planning.
- Build solid financial plans through a series of steps or objectives designed to accomplish your financial goals.
- Preserve estates for intended heirs, plan for family gifting, retirement planning, and family business transitions.
- Create strategic business plans to achieve growth and success.
- Solve business challenges, including the start of a new business and growth of an existing business.
- Design effective record keeping and accounting systems that help businesses function efficiently and profitably.
- Provide timely payroll services and properly handle all payroll and reporting requirements.
We will help you achieve your goals by providing service that is:
Timely and personal. Whether you are a big business or a small one, an individual with complicated affairs or relatively simple ones, we will provide you with the attention that you need, when you need it.
Responsive. Open communication is vital to a good client-professional relationship. We want you to feel comfortable asking questions and discussing your concerns at all times. Talk to us; you'll find we are great listeners, responsive to your needs and capable of meeting them.
Capable and confidential. We encourage you to look at our team, and see our dedication to higher-education standards. Your affairs will be handled with strict confidentiality and professionalism under the standards of the accounting profession.
A good value. Our fees are a function of both the time and expertise required for your work. Our goal is to give you value beyond what you pay.
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*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
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