About our Firm
Welch CPA, PLLC is a Charlotte North Carolina area CPA firm providing quality, personalized financial guidance to individuals and business. Our services range from basic tax management and small business accounting, to more in-depth services such as IRS representation, financial planning and business consulting. We serve business and individual clients throughout the Charlotte area, North and South Carolina region as well as nationwide and have a strong commitment to service, integrity and caring for the needs of each client.
Our client list ranges from companies and individuals in various industries, various stages of development, legal structure and capitalization. By combining our knowledge base, experience and team approach, we assure that every client receives the close analysis and attention to detail they deserve. Our dedication to high standards, professional approach, and strong work ethic is the reason our clients returns year after year.
Professional Services Worldwide
The Welch CPA firm provides worldwide business consulting, accounting and tax preparation from our Mint Hill, North Carolina office. We use secure client portals to safely exchange financial information, saving you time and resources. In person appointments are nice but are not required. Over 50% of our clients are outside of the Charlotte area and many are outside of the state of North Carolina. Therefore, our firm utilizes a client portal to give you encrypted, secure protection for sending and receiving your sensitive financial information, and the portal is available to you at anytime and anywhere in the world.
Many CPA firms are only tax compliance oriented, and while IRS and state department of revenue compliance is critical, being proactive in planning is equally important. Welch CPA advises on corporate entity structures, S corporation tax elections, tax strategies, executive benefits analysis, retirement planning, exit strategies, business valuations, litigation support, bankruptcy support, income tax modeling and tax representation. Understanding your needs, requirements and expectations – both short and long term are critical aspects of our firm’s service model.
We always offer a free initial consultation – please email us at email@example.com or call us at 980-288-9782 and there is no obligation so give us call and let's discuss how we can help you meet your financial goals.
Let’s work together to develop and implement a proactive plan to accomplish your financial goals!
About Ken Welch, CPA, MBA
Ken Welch has provided tax and accounting services to businesses and individuals for over 30 years in public accounting and private industry including senior level accounting and finance positions in Fortune 500 companies. He has experience in both large and small businesses across numerous industries and disciplines, from startup operations to growth stages to exit planning strategies.
Ken earned his Bachelor's Degree in Accounting and Business Administration from Baylor University in Waco Texas and holds a Masters of Business Administration from Wingate University in Wingate North Carolina. Prior to starting his own CPA firm, Ken served as a Controller for several Fortune 500 companies and worked for one of the Big 4 CPA firms. His background in both public accounting and private industry provides him with a unique perspective into the financial, tax, and business needs of your organization.
Ken Welch is a licensed Certified Public Accountant in the state of Texas (license number 48040), a licensed Certified Public Accountant in the state of North Carolina (license number 28366), is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.