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Welgaard CPAs & Advisors
Focusing Beyond The Numbers

We are forward-looking, future-ready and passionate about your financial success.

Call 641.628.4521 to speak with a team member Message for more information

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Our desire is to be your Most Trusted and Relevant Advisor.

As part of your team we are dedicated to making the complex simple for you, being a sounding board for your ideas, providing in-depth research and comprehensive analysis. With a proactive and timely approach, our firm utilizes technology to deliver results you expect and deserve. We focus beyond the numbers to help you achieve your business and personal goals.

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Find Federal, Iowa, and Missouri Tax forms and resources to view or download.

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Tax

Our tax experts have the knowledge and depth of experience to help you develop a personal tax plan tailored to meet all of your tax and financial goals.

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If you're someone who values teamwork, excellent service, accountability, integrity, and care, we want to talk to you about our open positions.

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For more than 40 years, we have been building relationships, expanding our expertise and serving clients with innovative financial solutions.

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*Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Welgaard CPAs & Advisors.