Business Details
33 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
IWB & Co. has been dedicated to providing personalized accounting and tax services for over three decades. Our firm specializes in tax planning and preparation for individuals, partnerships, LLCs, corporations, estates, and trusts, combining technical expertise with a client-centered approach. We prioritize building long-term relationships and focus on optimizing clients' financial well-being through tailored solutions. Our team of certified professionals brings decades of combined experience in public accounting, financial planning, and strategic business advisory.We are committed to delivering exceptional service with integrity, transparency, and a deep understanding of our clients' unique needs. By leveraging our expertise in tax compliance, business strategy, and QuickBooks solutions, we help individuals and businesses achieve financial clarity and success. Our practice is rooted in the principles of trust, relationship-building, and empowering clients to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Business Accounting
Bookkeeping Services
QuickBooks Setup
Estate Planning
IRS Audit Representation
Payroll Services
Strategic Business Planning
Cash Flow Management
Non-Profit Consulting
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in tax and accounting services.
- Our team includes certified CPAs with specialized expertise in financial planning.
- We provide personalized service tailored to individual and business client needs.
- Our comprehensive solutions cover tax strategy, business advisory, and QuickBooks support.
- We guarantee free initial consultations to understand client requirements.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We specialize in complex returns for partnerships, corporations, and high-net-worth individuals. Our team stays current with evolving tax laws to maximize refunds and minimize liabilities while maintaining full compliance with federal and state regulations.
Business Accounting
We provide comprehensive accounting solutions for small to mid-sized businesses, including financial statement preparation, payroll processing, and internal control assessments. Our services help business owners focus on growth while ensuring accurate financial reporting and regulatory compliance through proactive financial management strategies.
QuickBooks Services
Our QuickBooks experts offer setup, training, and ongoing support to optimize accounting processes. We help businesses implement efficient bookkeeping systems, troubleshoot existing setups, and train staff to maximize software capabilities while maintaining accurate financial records and improving operational efficiency.
IRS Audit Representation
We provide expert representation for clients facing IRS audits or tax disputes. Our team handles communication with tax authorities, resolves back tax issues, and negotiates payment plans or settlements. We ensure clients receive fair treatment while protecting their rights throughout the audit process.
Estate Planning
Our estate planning service helps individuals organize their financial affairs to protect assets and ensure smooth wealth transfer. We assist with creating comprehensive plans that address tax implications, guardianship arrangements, and long-term care considerations while minimizing potential family conflicts and regulatory challenges.
People
Irving William Bernstein
Owner
CPA with 50+ years of experience in public accounting, specializing in tax strategy and financial planning. Developed expertise in SEC filings and mergers & acquisitions before focusing on personal financial empowerment. Combines accounting knowledge with human potential principles.
Kia Bernstein Abedin
CPA
Second-generation CPA with 15+ years in accounting, specializing in business management and client relations. Leads daily operations while maintaining focus on personalized service. Brings modern perspective to traditional accounting practices through technology integration and family business continuity.
Zane Abedin
CPA
Certified accountant with decade-plus experience in tax compliance and business advisory. Balances technical expertise with client-focused approach. Specializes in integrating accounting systems with operational efficiency while maintaining commitment to personalized financial solutions for diverse client needs.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, cash flow management, and strategic business planning tailored to small business needs.
How can you help with tax problems?
Our team offers IRS audit representation, back tax resolution, payment plan negotiation, and tax debt settlement services for individuals and businesses.
Do you provide QuickBooks support?
Yes, we offer QuickBooks setup, training, troubleshooting, and optimization services for businesses needing accounting software solutions.
What estate planning services are available?
We assist with creating comprehensive estate plans including tax strategies, asset protection, and wealth transfer arrangements for individuals and families.
How do you ensure client document security?
Clients receive secure portal access for document storage with encryption and password protection to maintain confidentiality and compliance.
What differentiates your tax preparation service?
Our approach combines technical expertise with personalized planning to maximize refunds while implementing long-term tax reduction strategies for clients.
