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services - Carew & Wells


Every client has different needs. We offer a wide variety of solutions to help you achieve your goals. Click on the topics below for an overview of the services that we offer.

Financial Reporting & Attestation

Style matters... Carew & Wells plans and prepares audits that minimize interruption of your business and staff. Beyond the financial statements, we provide clear and concise recommendations to help you identify risks, manage your processes, and improve the quality of information used to make vital business decisions.

With unqualified peer reviews since inception we maintain the highest standards in our practice.

  • Audits
  • Reviews
  • Compilations


pdf   Download our Peer Review Report


“As a non-profit our programming is multidimensional and potentially complex. Our funding is from many different sources. Carew & Wells isn’t just an auditor to us. They take the time to explain the audit process and offer advice as to how to improve our accounting operations so that we become a better organization.”

Marc McMurphy, Executive Director, White Birch Community Center.

“YMCA Camp Coniston was previously with a large auditing firm that suggested procedures way beyond the scope of an organization our size. In our 6 year relationship, Carew and Wells has provided thorough audits with common sense recommendations that have always fit within the scale and size of Coniston. This has left both management and governance feeling secure and satisfied.”

John Tilley, Executive Director, YMCA Camp Coniston

“I have had the opportunity to work with both Karen Carew and Robin Wells numerous times over the past decade. I and the Board of Directors have been very impressed with the quality and thoroughness of their work. Karen and Robin are extremely knowledgeable and a pleasure to work with. Carew and Wells has been an invaluable resource to Woodside School.”

Kathy Ellis, Executive Director, Woodside School Inc.

Tax Planning & Preparation

We bring a comprehensive approach to taxes – whatever your needs may be. Our team is comprised of experienced individuals skilled at compliance with individual, trust, estate, gift, corporate, and nonprofit tax returns. This cohesive approach ensures we are addressing every potential angle.

Taxes, just like people, are multi-faceted. Carew & Wells will take the time to understand your goals, objectives and motivations. Beyond filing today’s tax return, we can help with succession planning for your business, preserving assets for your beneficiaries, and planning for charitable giving.
  • Individual federal and state income tax returns
  • Education and charitable gift planning
  • Estate and gift tax returns
  • Corporate federal and state income tax returns
  • Nonprofit tax returns
  • 1099-MISC, W-2 and other compliance filings


“Carew & Wells has always delivered the best professional services for our business and personal taxes for everyone in our family. There is no equal. They plan ahead all year long. In the exceedingly complex tax world we always know we can count on the best knowledge and service.”

Peter Nostrand, President, Twin State Utilities Corp.

“Carew & Wells advises us and helps us keep our finances straight year round-not just during tax-time.”

John H. Lyman and Sons Construction, Inc.

Scalable Accounting Solutions

By turning over accounting functions to seasoned professionals you reduce the demands on you and your staff so you can focus on your business. You need current and reliable accounting information throughout the year. Our scalable services range from basic data entry, to experienced bookkeepers to CFO expertise as you need it.

  • Business acquisitions and sales
  • Special projects:  Implementing a new accounting
    system or integrating another business system
    with your accounting program
  • Depreciation & asset maintenance
  • Month-end accounting support to reconcile your accounts and review your data entry
  • Quarterly write up & dashboards for key measures throughout the year
  • Preparation of financial statements
  • QuickBooks ProAdvisors and other bookkeeping services


“Over the past 15 years we have relied on Carew & Wells for financial, tax and accounting advice and we have built and run two companies. They have guided us through increasingly complex Federal and State tax filings, structuring our business records, and preparing our company for acquisition. The entire staff remain friendly and pleasant, even during their busiest seasons. We highly recommend their services.”

Rick Lugg and Ruther Fischer, Owners, Sustainable Collection Services, LLC

"We at Arcomm Communications depend on the staff at Carew & Wells to work with us to make sure we are current and accurate with all of our accounting needs. They are knowledgeable, professional, and technologically cutting edge as they prepare our annual documents, as well as being available for any questions or needs we have throughout the year.  The principals and their staff have always been pleasant, accommodating, and thorough in processing our needs."

 Al Nixa, Owner, Arcomm Communications

Business Advisory/Consulting

Frequently, your needs are more than just financial statements and tax returns.  When you face complex projects or legal challenges, it is comforting to know that Carew & Wells has a team of professionals with experience in these areas.  Some of the other services we provide, include:

  • Collaborative Law alternative dispute resolution
  • Mediation and divorce support
  • Forensic Accounting
  • Fraud Prevention & Investigation
  • Succession planning



“I have worked with Robin on several divorce cases where she assisted me in my roles as mediator, collaborative law attorney and attorney in a litigated divorce. The clients on both sides (in all of these cases) were extremely satisfied with the outcome because Robin was able to identify the nuances of the complicated decisions they were required to make.”

Attorney Ora Schwartzberg, Ora Schwartzberg, Attorney at Law, P.C.