Tax services rooted in relationships.
Let's Make This Easy
We understand that navigating tax issues can feel overwhelming. Our mission is to make the process as clear and stress-free as possible for our clients. Whether you're filing your annual return, planning for the future, or facing an audit, we provide the personalized guidance you need to reach your financial goals.
Services We Offer
Proactive tax planning is the key to keeping more of what you earn. At Sequoia Tax Group, we take the time to understand your complete financial picture—your income, your goals, and your family's needs. We then develop personalized strategies to minimize your tax burden, maximize your deductions, and position you for long-term financial success. Whether you're planning for retirement, managing investments, or navigating a life transition, we help you make informed decisions that pay dividends for years to come.
Tax Strategy & Planning
Tax Preparation Services
Tax season doesn't have to be stressful. Our team provides comprehensive tax preparation services for individuals and families, ensuring every return is accurate, complete, and optimized. We stay current on the latest tax laws and regulations so you don't have to. From simple returns to complex situations involving multiple income sources, rental properties, or investment portfolios, we handle the details with precision and care—giving you confidence and peace of mind.
IRS Representation & Audit Support
Receiving a letter from the IRS can be unsettling, but you don't have to face it alone. As Enrolled Agents, we are federally authorized to represent taxpayers before the IRS. Whether you're dealing with an audit, a notice, or a collections matter, we advocate on your behalf with the expertise that comes from years of experience—including working inside the IRS itself. We handle the communication, the paperwork, and the negotiations, so you can focus on your life.
Integrated Financial Guidance
Taxes don't exist in a vacuum—they're deeply connected to your investments, your retirement plan, and your estate. That's why Sequoia Tax Group works hand-in-hand with Sequoia Advisor Group to deliver truly coordinated guidance. Financial planning, wealth management, tax strategy, and estate planning—all under one roof, all working together. Our team approach means nothing falls through the cracks, and every piece of your financial life supports the others.
Download our free tax guide:
10 Ways to Maximize Your Tax Season
Most families leave money on the table every tax season simply because they don't have a plan. This free guide from Sequoia Tax Group walks you through the 10 most impactful steps you can take to reduce your tax burden, maximize retirement contributions, and coordinate your tax strategy with your broader financial life. Whether you're filing a straightforward return or navigating capital gains, estate planning, and business income, this is your roadmap to a smarter tax season. Download it now and start keeping more of what you've earned.
Director of Tax
Dustin Wells, EA
Dustin has been in the federal and state income tax profession for almost 15 years. His years of tax experience come from working for the Internal Revenue Service for almost 10 years and 5 additional years in public accounting—most recently at Blue & Co., serving individual and business clients on tax-related issues from preparing and filing required tax returns, to tax planning, to running income tax projections for subsequent tax years.
Dustin loves working with individuals and small business owners in the initial stages of operating their business because he gets a chance to assist in their growth. Additionally, he has substantial experience working for and representing clients before the IRS, which gives him an in-depth knowledge of the audit process and how to handle professionally any federal, state, city and local audit issues that may arise.
In any client situation, Dustin is extremely excited for the opportunity to assist our clients in navigating their individual tax issues and executing planning to reduce each client's income tax burden.
In addition to his work as a tax professional, Dustin has been a proud member of Southeast Christian Church – Indiana campus since it opened in 2009. Dustin believes in a spiritual component to the tax and financial planning process because he believes we are blessed with certain resources that we have been entrusted and should cultivate those resources for a higher purpose. Dustin has a heart and desire to work for families and clients who share a higher spiritual perspective on their money and resources.
Location
101 Bullitt Lane
Suite 201
Louisville, KY 40222
Hours
Monday - Friday 9am - 5pm
Phone: (502) 576-3440
Let’s Talk
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