It is vitally essential for businesses to develop policy. A business without policy is one without control. If there are no formal, documented policies, then business personnel, at any level would have no guidance on how to make decisions; leaving personnel to treat customers and conduct business transactions as they see fit. Likewise, a policy helps guide performance and duties and sets an expectation on how a business is to carry out its mission and vision statements.


Wells Bookkeeping & Tax, LLC has the following policies in place to both protect the integrity of customer service and services provided. The policies here at WB&T are applicable to all employees and contractors. If you feel that during the course of business, a policy has been compromised, do not hesitate to reach out to us!