Jeremy Wells, EA, CPA

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jeremy Wells, EA, CPA, Tax preparation service, 99 King Street Unit 592, Saint Augustine, FL.

10/28/2026

Price is only part of the story.

When choosing a tax professional, don’t stop at “how much?”
Also ask: “What am I getting?”

A lower price might mean less service. A higher price might include advisory, planning, audit support, and communication that pays for itself.

I said it in a recent Bankrate article, and I’ll say it again here:

➡️ “It’s important for taxpayers to ask not just ‘how much,’ but also ‘what am I getting’ when evaluating the cost of tax services.”

Value isn’t just in dollars. It’s in outcomes, expertise, and peace of mind.

🔗 https://www.bankrate.com/taxes/cpa-ea-accountant-which-tax-pro-is-best-for-you/

10/28/2026

☀️ Solar panels, tax credits, roof modifications... What qualifies for the Residential Clean Energy Credit and what doesn't?

🎙️ In this Tax in Action episode, I unpack IRC §25D to help you navigate client clean energy improvements with confidence.

I cover critical distinctions between eligible and non-eligible costs, including:
🏠 When roof modifications qualify (and when they don't)
🔋 How to handle battery storage and fuel cell requirements
🖥️ The impact of business use of home on credit calculations
⏰ Timing rules for claiming the credit

🎧 Listen here: https://tax.show/1

10/26/2026

🏡 New course on the §121 exclusion!

This course comprehensively covers capital gain exclusion rules for principal residence sales. Through real Tax Court cases and practical examples, participants will master the ownership, use, and prior exclusion tests that determine eligibility for up to $500,000 in tax-free gains.

Key topics include principal residence determination, considerations for married couples, partial exclusions, non-qualified use periods, and strategic planning opportunities. Tax professionals will gain essential skills to navigate these complex rules and provide valuable guidance to clients when making one of their most significant financial decisions.

🔗 Link in comments ⤵️

10/26/2026

🚩 Tracking your P&L isn’t enough!

Too many founders
🚀 Launch fast
📈 Scale fast
🤝 Sell fast

…but ignore their financial and legal infrastructure.

In this interview, I shared
🗓️ Why cleaning up 2 years of financials in 2 weeks before a deal is the worst way to run your business.
📑 Why your balance sheet matters more than your P&L when it’s time to get funding, add partners, or negotiate credit.
🛡️ Why you need your legal entity, bookkeeping, and cash systems in place early—not as a luxury, but as protective scaffolding.

You can’t build a stable business on a shaky foundation.
You can’t make strategic decisions with unclear numbers.
You can’t outsource all financial responsibility just because it’s “not fun.”

Investors, lenders, and your future self will thank you for taking your finances seriously.

💡 If you’re a founder: What’s been your biggest challenge in getting your financial systems in place?

📽️ Watch here: https://www.youtube.com/watch?v=StWoFQqR8-I

10/24/2026

🚨 Ever had a client ask, “Can I write this off?” …because of something they saw on social media?

I went on the Accounting Podcast to discuss the rise of tax misinformation and how we as tax and accounting professionals can respond without losing our minds (or our clients).

In this episode, we discussed
🧐 Why “questionable” tax deductions are everywhere right now
⚖️ How to weigh the risk vs. reward of aggressive positions
🔎 Why nuance matters more than ever in client conversations
🥸 How to deal with clients who bring in advice from influencers, not professionals

🎧 Listen here: https://accounting.show/303

10/23/2026

Most married couples file jointly without a second thought.

But here’s the thing: the tax code doesn’t default to joint filing. You have to elect it.

And that election comes with both benefits and potential pitfalls.

In this episode of Tax in Action, I break down
✅ Why “joint by default” is a myth
✅ When filing separately actually makes sense
✅ The hidden compliance and planning angles most overlook
✅ Practical steps for comparing joint vs. separate in your software

If you’re a tax professional advising married clients—or a married taxpayer who wants to understand your options—this episode will give you a clear, practical framework for making the right choice.

🎧 Listen here: https://tax.show/5

10/21/2026

🗂️ Protect your firm and your clients with document retention best practices!

In today’s world, effective document retention isn’t just about keeping records. It’s about safeguarding client trust, ensuring compliance, and managing risk.

In my recent course with Financial Guardians, LLC, I covered the following:
📥 Secure methods for accepting and storing client documents
🗓️ Determining legally compliant retention periods
🗑️ Best practices for secure disposal of records

A clear, consistent retention policy protects both your clients and your practice. Proactive compliance makes audits smoother and liability lower. Properly training your team ensures policies are more than just words on paper.

If you want to strengthen your firm’s compliance framework and give clients greater peace of mind, this course is for you.

Link in comments ⤵️

10/21/2026

💔 A couple lost their entire $6,760 charitable deduction even though everyone agreed the donation happened. The problem? They couldn't produce contemporaneous documentation. In tax law, documentation beats facts.

This case is a wake-up call about those blank Goodwill receipts that show up in your client portal every tax season. I break down the four levels of documentation requirements and what you actually need to protect your clients' deductions.

Link in comments ⤵️

10/19/2026

🔔 CE available! 🔔

From Discovery to Deduction: Modern Theft Loss Rules Explained

This course equips tax professionals with essential knowledge of federal theft loss deductions, including criteria for deductible losses and timing rules. Practitioners will master distinctions between personal and investment theft losses, understand the Tax Cuts and Jobs Act implications, and apply the discovery rule for loss timing.

Topics include modern fraud schemes affecting clients: cryptocurrency scams, Ponzi schemes, and digital asset thefts. Through practical examples and case studies, participants will confidently evaluate theft loss claims, utilize IRS safe harbors, and accurately report losses on returns, enhancing their ability to serve clients facing these increasingly common situations.

Link in comments ⤵️

10/19/2026

Thinking about getting serious with your business? Start by getting serious about your taxes.

In this conversation with Josh Elledge on the UpMyInfluence podcast, we tackled one of the most common questions I get from freelancers and small business owners:

“When should I hire a tax professional?”

Short answer?
📅 Yesterday.

Slightly longer answer?
💡 The moment you start treating your work like a real business, not just a side hustle.

We talked about
🪤 Why mixing personal and business finances is a trap (for you and for the IRS)
💸 Why DIY tax prep might feel cheaper… but often costs more in the long run
🥸 How tax planning is really business planning in disguise

If you’re running a business—even if it’s just you and a laptop—you need to think about taxes proactively, not reactively.

🎧 Listen to the full conversation here: https://upmyinfluence.com/umi-blog/tax-season-jwellcfo-jeremy-wells/

Address

99 King Street Unit 592
Saint Augustine, FL
32085

Website

http://jwells.tax/

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