Wolfsohn Accounting Services

For over sixty years, Wolfsohn Financial Services has been dedicated to providing exceptional client service. We understand that the financial landscape is constantly evolving, and our commitment to excellence means adapting to these changes and offering cutting-edge solutions. We achieve this through continuous innovation, comprehensive education for our team, and the strategic implementation of technology. At Wolfsohn, we believe in building lasting relationships with our clients based on trust, transparency, and a genuine desire to help them succeed. Our team of highly qualified professionals possesses in-depth expertise in various financial disciplines, enabling us to handle a wide range of client needs.

Our Services: A Comprehensive Approach

We offer a comprehensive suite of services designed to meet the unique financial needs of our diverse clientele. Whether you are an individual seeking personalized tax preparation or a business owner requiring intricate financial counsel, our team is equipped to provide expert guidance.

• Tax Preparation & Planning: We handle all aspects of tax preparation, from straightforward individual returns to complex corporate filings. Our expertise extends to estate tax, fiduciary tax, nonprofit tax, and international tax matters, ensuring compliance with all applicable regulations. We pride ourselves on taking a proactive approach to tax planning, helping our clients minimize their tax burden while maximizing their financial opportunities.

• Accounting & Bookkeeping: Accurate and timely financial record-keeping is crucial for any business. We provide meticulous bookkeeping services that encompass accounts payable and receivable, bank reconciliations, and general ledger maintenance. Our expertise in accounting software ensures seamless data management and financial reporting.

• Business Consulting & Services: Starting a new business venture or navigating existing challenges? We offer a range of consulting services designed to support your growth and success. Our services include business start-up assistance, financial analysis, strategic planning, and partnership tax expertise.

• Financial Strategies & Planning: We believe in empowering our clients to make informed financial decisions. Our team provides personalized financial planning services that encompass retirement planning, investment strategy, estate planning, and charitable giving.

Client Testimonials

Our commitment to excellence is reflected in the countless positive testimonials we receive from our valued clients.

"I must say I look forward to seeing you (Jonathan) every year because you have so much personality and a great sense of humor! - Linda

"Just a quick note to say THANK YOU for meeting with me last week. Your words of wisdom and guidance are priceless to me. I value your advice and look forward to setting up my new practice! I'll be in touch again soon." - JB

Meeting Your Financial Needs

We are dedicated to exceeding expectations and building long-term relationships based on trust and transparency. Our team is always ready to answer your questions, provide guidance, and support your financial well-being.