Lacey Wells Professional

Our Vision

Lacey Wells CPA is driven by a vision to empower businesses and individuals through personalized and professional accounting, tax planning, and financial guidance. We believe in fostering strong client relationships built on trust, transparency, and open communication.

Who We Are

Founded by Lacey Wells, CPA, CA, our firm brings over 14 years of experience to the Calgary business landscape. We are a team of passionate and dedicated professionals committed to helping you achieve financial success through strategic planning and meticulous execution.

Tax Planning & Compliance

• Comprehensive tax planning and compliance services for individuals and businesses
• Assistance with tax ID applications and filings
• Tax consulting and optimization strategies
• Representation before the CRA
• Personal and business tax returns preparation

Accounting & Financial Services

• Bookkeeping services and training
• Financial forecasting and analysis
• Business valuations and advisory
• SRED claim maximization

Supporting Your Growth

• Business structure consultation
• Financial planning and goal setting
• Constant communication and timely updates
• Fixed accounting fees for transparency and predictability

Our Commitment

We understand that every client is unique, which is why we take a personalized approach to understanding your individual needs and goals. We tailor our services to your specific situation and work collaboratively with you to achieve your financial aspirations.

Our Expertise

Lacey Wells CPA boasts extensive knowledge in:

• Tax laws and regulations
• Accounting principles and practices
• Business structure optimization
• Retirement planning and wealth management
• Dealing with the CRA

Our Promise

At Lacey Wells CPA, we are dedicated to providing:

• Personalized attention: You will work directly with a dedicated account manager who understands your unique needs.
• Clear communication: We believe in open communication and transparency throughout the process.
• Timeliness: We prioritize efficient turnaround times and timely responses to your inquiries.
• Expertise: Our team stays current with the latest tax laws and financial trends.

Contact Us Today

Don't hesitate to reach out and schedule a free consultation to discuss your financial goals and discover how Lacey Wells CPA can empower you to achieve success.