Focus On What Matters Most
We'll help you pursue your financial goals so you can take care of the rest.
Services
How Can We Help You?
We offer a wide variety of services all geared to help you with your financial goals.
Tax Strategy
We'll provide guidance so that we are considering the tax implications with all your investments.
Estate
With over 100 years' collective experience, we'll help secure your legacy for future generations.
Retirement
We can help you build a retirement strategy that will keep you excited for what’s to come.
Retirement for Business
Let us help you strive towards making your business poised for growth.
Success Stories
Read What Our Clients Are Saying
Read about real experiences from our clients.
Chris
(Industry: Motel, Liquor Store, Real Estate Sales)
“My family has been doing business with this firm for over 20 years. The human touch is always evident when calling. The staff is always courteous, helpful, and quick to respond to my concerns. If they don’t know the answer, they are more than willing to do the research and get back to me quickly with supporting documentation from reliable sources assuring 100% confidence.”
Theresa
(Industry: Import Auto Repair/Maintenance)
“I have worked with Jennifer as our CPA for business accounting & tax services over the last six years. Jennifer and her team have always made me feel confident and comfortable that we are being taken care of.
Thank you Jennifer and your staff at Winchell CPA & Advisory! I am looking forward to many more years!”
Rhonda
(Industry: Convenience store / gas station)
“As a small business owner, we found ourselves in a position needing a new accountant. After researching, we set up a meeting with Winchell CPA. At the time, Mr. Durham had not retired and the name was still Jim Durham CPA. We had the pleasure of working with Mr. Durham’s partner, Jennifer Winchell straight away and our only wish is that we would have found her years earlier. Her attention to detail and communication is bar none. We have proudly watched the transition as Mr. Durham slowly retires and Mrs. Winchell took over the firm. She is easy to work with and provides clear and precise instructions as to what she needs and when she needs it. We feel blessed to have found her and thankful to know that we can breathe easy knowing that we are represented by the best! So much so, that when we moved to another state, we continue to use Winchell CPA.”
Disclosure:
This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance.
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
