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Marian Wellman (EA, RIA)
Expat Focus US Tax PartnerMarian has been an Enrolled Agent (Certified to Practice Before the IRS) since 1985 and is a member of the Tax Advisory Board and a Country Representative for American Citizens Abroad.
"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 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 abroad. 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.