Firm profile
Trailhead Tax
Folsom · Serves Folsom, Roseville, El Dorado Hills
Folsom tax and bookkeeping firm, formerly C&A Welch Inc.; monthly memberships with distinct tax and bookkeeping tiers.
At a glance
- Services listed
- Bookkeeping, Monthly bookkeeping, Payroll / setup / coordination, Tax preparation
- Software
- QuickBooks Online, Gusto, TaxDome, Ignition
- Published starting fee
- $500 a monthBookkeeping from $500/month (100 transactions/3 accounts), $650 (250/6), or $950 (500/unlimited accounts), subject to volume and proposal.
- Published address
- 101 Parkshore Dr Suite 100, Folsom, CA 95630
- Service area
- Folsom, Roseville, El Dorado Hills
- Ways of working
- Online collaboration
- Credentials as stated
- Clay Welch claims EA and Master of Science in Taxation credentials. Not independently checked.
Trailhead Tax, with a published office in Folsom, lists monthly bookkeeping, payroll support and tax preparation on its website and names QuickBooks Online, Gusto, TaxDome and Ignition as its software; its published starting fee is $500 a month (checked October 13, 2026).
What the website describes
- Monthly bookkeeping
- Monthly QBO close, statements and review calls.
- Payroll
- Gusto setup for owner payroll and first hires.
- Tax-related scope
- Individual and business returns, planning and notice response.
- Pricing terms
- Confirm scope, availability and final price directly.
- How working together is described
- Secure portal access; upload two prior years of personal/business returns; a 30-minute briefing with Clay; select retainer. This describes general tax/advisory onboarding, not a guaranteed bookkeeping-specific workflow.
- Monthly P&L/balance sheet; tier-dependent cash-flow report, reviews, dashboard, tax-ready handoff and 1099 filing. Close depends on receiving records.
- Tiered close targets by 15th,10th,5th; client document requirements need confirmation.
- Location and working style
- 101 Parkshore Dr Suite 100, Folsom; site identifies Roseville and El Dorado Hills. Secure online collaboration; on-site bookkeeping unspecified.
Questions to ask this firm
- Can you confirm cleanup price?
- Can you confirm payroll processing beyond setup?
- Can you confirm availability?
- Do you take on catch-up or cleanup work, and how is it quoted?
- How do you protect client information and documents?
People
- Clay Welch, Lead adviser. Source
Names and roles as shown on the firm's website, checked October 13, 2026. This is not a headcount or proof of current employment.
Not published on the firm's website
These details were not found on the pages reviewed on October 13, 2026. That does not mean the firm lacks them; ask directly.
- Industries served
- Cleanup or catch-up work
Sources and checked dates (3)
- https://www.mytrailhead.tax/: Firm description, Deliverables, Software, Working style, Published fee, Office. Checked October 13, 2026.
- https://www.mytrailhead.tax/about: People, Credentials, Industries. Checked October 13, 2026.
- https://www.mytrailhead.tax/how-we-work: Process, Software. Checked October 13, 2026.
Inclusion is not an endorsement. No firm has paid for placement or confirmed this profile. Review ratings are not imported. How this guide works.
See something that needs correcting?
Suggest a correction or request an owner update. Requests go to the publisher for manual review and never change this profile automatically.