U.S. taxes made easy,
no matter where you are located.
Wayfarer Consultants is designed for young professionals and business owners who are choosing to embrace a location-independent, technology-enabled lifestyle that allows them to work remotely.
About Me
CEO and Founder of Wayfarer Consultants. I am a CPA with over 9 years of experience working in public accounting. I started a firm that is geared towards helping young professionals and business owners with all of their tax and accounting needs. I understand how important it is to find a happy and healthy work-life balance so that you can remain passionate about your business and confident in your finances.
Our Services
We deliver tax and accounting services that growing businesses can afford.
Business Formation
Starting a new business requires adequate filings to protect the owners and employees. The formation of a new business comes with a lot of responsibility, and it must address state and local regulations. We provide new business formation services that can help your new business grow by establishing credibility and protecting valuable assets early on. Our team will help you select the best business structure for your situation and prepare all the necessary legal paperwork. We will also prepare your business for future operations by obtaining state licenses and permits, registering for state taxes, and setting up employer accounts.
Bookkeeping
While it is important that the focus of a business is on value-adding processes, the fundamentals of accounting and bookkeeping cannot be ignored. Your business is growing. Let us take on your accounting responsibilities, leaving you more time to devote to building your business. We will run your accounting platform and can provide your business with regular reports, accounting insight, and more.
Tax Preparation
Tax return preparation is our most common service! Tax laws are constantly changing and there are regulations that address several topics. With all these moving parts, it is important to understand the value of hiring a CPA to prepare your annual income tax returns. Our goal is to help you to understand your taxes so that when tax season rolls around there are no tax surprises.
Tax Consulting
Tax planning can benefit any person that wants to increase their income by minimizing their tax liability. Whether you are self-employed or an owner of a U.S. business, tax planning will likely benefit you and your business in more ways than one. Speak to our experts about your tax concerns. Our goal is to help you understand your taxes and minimize your tax bill.
Virtual CFO
A virtual CFO is an expert that will help your business achieve all its financial goals. Having a virtual CFO is a great way for smaller businesses to gain the experience of a high-level CFO without the cost of a comparably experienced in-house CFO. We offer expertise and insights into your company’s finances during pivotal moments. We will improve your financial operations with elevated support, custom reporting, and analysis. Our role is to take responsibility for your business’ profitability scalability, and financial security.
Blog
Latest Blog Posts
U.S. Taxes for Digital Nomads: Things You Should Know
Digital nomads are becoming more and more prominent in today’s business world. U.S. companies are continuing to invest in remote
LLC vs. S Corporation: Which is Right for You?
Why you should consider converting from an LLC to an S Corporation Most business owners form an LLC when starting
Quarterly Estimated Tax Payments: How They Work
In the U.S., income taxes are collected on an ongoing basis. For many, this means that an employer withholds and
testimonials
Our Customer Reviews
Sailesraj Bala Murali
, California Metropolitan University
Kelly is a brilliant mind in her subject matter. Her advice and expertise in audit services were very helpful during an acquisition. Her communication skills matched her technical abilities, and it helped the work flow smoothly throughout the process. It was her professionalism and personality that kept our working relationship moving forward positively until the completion of the work. Above all this, Kelly is a people person and relatable in many ways and that is why I will continue working with her and supporting her in her endeavors.
Brandon Stone, CPA
, Superb Flooring & Design
I’ve had the pleasure of working with Kelly for well over a decade - the former years working alongside her and the latter years as one of her clients. Without hesitation, Kelly is one of the most brilliant tax minds I have ever come across in my career. In the financial services space, sound compliance practices are of the utmost importance and many accounting and finance professionals justify their value on just that. This is what separates Kelly from the rest. Kelly has an uncanny ability of using her creative gifts in tandem with her sound technical skillset to find solutions to complex problems. Simply put, she knows how to drive value in areas that mean the most to her clients and that’s hard to put a price tag on.
Jay Lubin
, JL Marketing
Kelly was an absolute godsend for our company. We were operating a proprietary accounting package and had lost our long-time controller. We were falling behind in all aspects of our business and stress was rampant. We interviewed candidates but nobody was familiar or comfortable with the accounting package we were using. Kelly stepped in and calmly and immediately took charge. She righted the ship and we never looked back. She is very sharp, cool under pressure, extremely capable, and I would recommend her for anything she is asked to do.