Wellman Financial Consulting
Marian T. Wellman
E.A. CFP
Lake Chapala area, Jalisco

Professional preparation of U.S. Income Taxes in Mexico
References available upon request





















Marian T. Wellman, MBA in Finance
US Enrolled Agent with over 25 years experience
US Income Tax practice since 1983
Certified Financial Planner 

* Federal Income Taxes
* All States
* Current and Prior Years
* Electronic Filing
* Sale of Home
* US Businesses and Rental Property
* IRS Letters and Problem Resolution

About Wellman Financial Consulting

Marian Wellman has had an income tax and financial planning practice for over 25 years, and is thoroughly educated and trained in all aspects of financial advising.  Following receipt of an MBA in Finance from University of Colorado, she began her career in 1983 with the predecessor of today’s Ameriprise Financial Services, a division of American Express.  She spent ten years with a boutique Denver firm specializing in income tax preparation, comprehensive financial planning, real estate and investments, and launched her own private practice in 1996. 

Wellman Financial Consulting, partnering with estate planning attorneys and insurance executives, provided a unique combination of complete financial advice for each client, from the simplest tax preparation to comprehensive planning.  In addition, Marian also served as a Planned Giving Director for a church-based multi-state charitable foundation, and served on boards of several non-profit agencies.

Marian has earned many certifications and designations, including Certified Financial Planner, Enrolled Agent (enabling client representation before the IRS), Certified Estate Planner, as well as Registered Principal for her firm.  An accomplished public speaker, she provided dozens of lectures and workshops yearly on a full range of tax planning and financial topics to audiences in several states, as well as a 10-part tax series on local television.

©2009 by Marian Wellman








A FEW TESTIMONIALS:

“I have been a client for over twenty years, and have always received wonderful and caring service.  She takes complete care of me for anything financial.”  Pat V.

 “Marian is a great communicator, and always takes the time to answer any questions and explain things thoroughly.  She can take complicated subjects and make them very easy to understand.”  Veronica B.

“I had my taxes done, and then ran into some IRS problems with getting my refund.  Marian worked with me all the way, calling the IRS and staying with the problem until it was completely solved.  She provided help all the way from start to finish.”  Bill and Susan W. 

“I am a dual citizen, and needed advice for investments in other countries. It’s wonderful having a tax person who can combine that knowledge with investment knowledge.  I finally feel like the left hand knows what the right hand is doing!  She’s given me advice and ideas that I would never get from “just” a broker, or “just” a tax preparer, and it’s all part of her total service.”  Verena S.

“Marian has been a Guest Speaker for our 8-Day Educational Focus on Mexico programs in Lake Chapala for some time now. Her topic U.S. taxes as well as Cost of Living in Lake Chapala is very well covered and her knowledge in the field of U.S. taxes comes across clear and precise. She has a complete understanding of how to maximize the benefits for U.S. citizens that live here in Mexico, either full or part time. Plus her sense of humor helps tremendously when dealing with a topic like 'taxes'. We continually receive excellent feedback from our clients.” Marie Dwyer-Bullock, Focus on Mexico

Marian Wellman has been doing my taxes in Mexico for several years. I recommend her heartily to anyone considering where to go to get their taxes done outside of the United States. -- Jeannette Saylor

I've worked with Marian Wellman on several occasions and find her to be a superior thinker with extraordinary communication and listening skills. These are qualities that help make her an excellent tax consultant, but she also has the background and scope of knowledge in her field to back it up. -- Cindy Paul

"I live in Mexico City and have used Marian Wellman as a tax consultant. I have found Ms. Wellman to be a very competent, informed, intelligent and professional tax consultant and preparer. She is very familiar with all aspects of U.S. taxes, listens well, understands an individual's or couple's situation quickly, and delivers promptly her work in an accurate and professional manner. I have found her easy to work with, flexible yet compliant with all aspects of IRS regulations. I would definitely recommend her. In addition, I have found her fees to be fair and reasonable for the work that she does." Mitch S., Mexico City