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Welgaard CPAs & Advisors
Focusing Beyond The Numbers

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

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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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Resources

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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Careers

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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Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs and Advisors. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.