About WellsColeman
WellsColeman is a trusted Richmond, VA financial advisor firm specializing in accounting, tax consulting, and advisory services for small and medium-sized businesses. Established in 1945, WellsColeman is built on experience and focused on making a difference in the lives of their clients, team members, and the community. The firm provides a deep connection and partnership, viewing client goals and businesses as a lifecycle. Rebecca J. Tres, CPA, is a key contact at WellsColeman. As a member of the American Institute of Certified Public Accountants (AICPA) and Virginia Society of Certified Public Accountants (VSCPA), she and the team are invested in client success, offering strong expertise in tax planning and financial accounting services from their office at 5004 Monument Avenue.
Website: https://www.wellscoleman.com/
Founded: 1945
Office Locations
- Richmond, VA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 12
- Total AUM Audited: $261.6M
- 401(k): 12 plans, $261.6M AUM