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IRS Enrolled Agent, Advisor
NB
IRS Enrolled Agent, Senior Advisor
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Wellness Fi
Accounting for Legal Practices · Texas, United States · 1-10 Employees
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Overview
Headquarters
2028 E Ben White Blvd # 240-8889, Austin...Website
www.wellnessfi.comRevenue
<$5 MillionIndustry
About Wellness Fi
Wellness Fi specializes in providing bookkeeping, tax preparation, and business advisory services tailored specifically for therapists, psychologists, counselors, and other wellness professionals. Their unique approach emphasizes one-on-one relationships with dedicated tax advisors, ensuring personalized support and guidance for each client's financial needs. The company aims to help clients optimize their financial health, save on taxes, and manage their business finances effectively, allowing them to focus more on their practice. With a commitment to understanding the specific challenges faced by wellness practitioners, Wellness Fi offers intentional practice solutions designed to enhance both financial and operational success.Explore more
Wellness Fi Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
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Wellness Fi Tech Stack
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Wellness Fi specializes in providing bookkeeping, tax preparation, and business advisory services tailored specifically for therapists, psychologists, counselors, and other wellness professionals. Their unique approach emphasizes one-on-one relationships with dedicated tax advisors, ensuring personalized support and guidance for each client's finan... Read More
