Business Details
Certified Accountants in Lynbrook, NY
Wolfsohn Financial Services has been dedicated to delivering exceptional accounting, tax preparation, and consulting services for over six decades. Our mission centers on leveraging innovation, education, and cutting-edge technology to address the evolving challenges of financial management. With a family-owned ethos, we prioritize hands-on client relationships while maintaining a commitment to staying ahead of industry trends through continuous professional development. Our team of certified experts, including Certified Financial Planners, Enrolled Agents, and Accredited Tax Advisors, serves a diverse clientele ranging from multinational corporations to small business startups.We specialize in streamlining complex processes such as business formation, tax compliance, and IRS representation, ensuring clients receive both strategic guidance and personalized support. This combination of technical expertise, responsive service, and adaptive solutions has solidified our reputation as a trusted leader in the accounting profession.
Services
Audit Representation
Bookkeeping
Business Start-Ups
Corporate Tax Returns
Estate Tax Returns
Fiduciary Tax Returns
Individual Tax Returns
Nonprofit Tax Returns
Payroll Tax Returns
Trust Tax Returns
Highlights and features
- 60+ years of combined experience in accounting and tax services
- Team holds multiple industry certifications including CFP and EA
- Personalized service with technology-driven efficiency
- Specialized IRS representation and tax resolution expertise
- Comprehensive continuing education program for staff development
Associations and certifications
- Certified Financial Planner (CFP)
- Enrolled Agent (EA)
- Accredited Tax Advisor (ATA)
- Registered Investment Advisor (RIA)
What people say
Superior client service
Responsive team
Expertise and humor
Fast turnaround
Personalized guidance
Services
Business Tax Returns
Comprehensive preparation and filing of corporate tax returns with expertise in multi-jurisdictional compliance. Our certified professionals ensure accurate reporting while identifying legitimate deductions and credits. Services include year-end tax planning and audit support for corporations of all sizes.
IRS Representation
Specialized representation for tax controversies including liens, levies, and audits. Our Enrolled Agents negotiate with tax authorities using deep regulatory knowledge and established relationships to achieve favorable settlements for individuals and businesses.
Bookkeeping
Full-service bookkeeping with cloud-based systems for real-time financial tracking. We maintain accurate records using QuickBooks and other digital tools while providing monthly financial statements and reconciliation services tailored to business needs.
Business Formation
Guidance through entity selection, registration, and tax structure optimization. We streamline business setup with comprehensive support including licensing, payroll systems, and financial strategy development to ensure new ventures start on solid footing.
Estate Tax Planning
Specialized estate tax return preparation and inheritance planning. Our Accredited Tax Advisors develop strategies to minimize tax liability while ensuring compliance with complex federal and state estate tax regulations through personalized planning solutions.
People
Jonathan Wolfsohn
Owner/Principal
Certified Financial Planner and Enrolled Agent with 40+ years experience. Holds multiple credentials including Accredited Tax Advisor and Registered Investment Advisor. Specializes in tax strategy, business formation, and IRS representation while leading continuing education initiatives for staff.
James Pollio
Accountant
Experienced tax professional with expertise in corporate and individual tax preparation. Provides strategic financial planning guidance while maintaining focus on compliance and regulatory requirements through meticulous attention to detail.
Mahendra Bhandari
Accountant
Specializes in international tax compliance and expatriate tax services. Brings extensive knowledge of cross-border financial regulations and multi-jurisdictional tax reporting requirements to support globally mobile clients.
Stephen Amodio
Bookkeeper
Manages day-to-day accounting operations with proficiency in QuickBooks and financial software systems. Ensures accurate record-keeping and timely financial reporting for small businesses and corporate clients.
Mark Hochstat
Operations Accountant
Handles payroll tax processing and sales tax compliance with expertise in Ultra Tax software. Maintains accounting control procedures while supporting business clients with financial statement preparation and analysis.
Questions
What accounting services do you offer?
We provide audit representation, bookkeeping, tax preparation for individuals and businesses, estate planning, IRS representation, and financial strategy consulting.
Do you serve specific industries?
We work with diverse sectors including real estate, healthcare, construction, entertainment, and professional services, with specialized knowledge in international tax compliance.
How can I make a payment?
Payments can be made online via credit/debit card or ACH transfer with a 3.5% surcharge applying to credit card transactions.
What are your office locations?
We operate from Lynbrook (Long Island), Manhattan, and Florham Park offices with virtual services available for clients nationwide.
Do you offer tax education resources?
Yes, we provide tax calendars, rate projections, state form guides, and record retention tools through our client portal and educational seminars.
