Business Details
29 Years
experience
Your Trusted Partner for Accounting Solutions in Shelton, WA
Wittenberg CPA is a full-service accounting and financial consulting firm serving clients throughout the South Puget Sound region. Our mission centers on delivering professional, personalized services and expert guidance across diverse financial needs. With decades of combined experience, we specialize in navigating complex tax laws to keep clients informed, compliant, and prepared. Our services span individual and business accounting, tax planning, QuickBooks support, audits, and financial consulting.Client testimonials highlight our rapid response times, experienced staff, and commitment to personalized service. We prioritize building long-term partnerships, ensuring clients feel valued beyond mere account numbers. Our team includes certified professionals with deep expertise in industries like construction, healthcare, law, and nonprofit sectors. We emphasize transparency, ethical practices, and tailored solutions to help businesses and individuals achieve financial stability and growth.
Services
Tax Preparation
Financial Planning
QuickBooks Setup
Audits & Reviews
Payroll Services
Details
- Year established: 1997
Highlights and features
- We offer over 30 years of CPA expertise in tax and financial consulting.
- Our team provides personalized service with rapid response times.
- Specialized knowledge in construction, healthcare, law, and nonprofit sectors.
- Proven success in IRS audit representation and tax relief solutions.
- Comprehensive QuickBooks setup, training, and ongoing support.
What people say
Rapid response
Experienced staff
Audit success
Personalized service
Tax expertise
Services
Tax Preparation
We prepare accurate individual and business tax returns while maximizing deductions and credits. Our team stays updated on evolving tax laws to ensure compliance and minimize liability. Clients receive strategic planning to optimize refunds and avoid penalties through electronic filing and timely submissions.
Financial Planning
Our financial planning services create tailored strategies for retirement, estate planning, and wealth preservation. We analyze investment risks, tax implications, and retirement income distribution to help clients achieve long-term financial independence through personalized, actionable roadmaps.
QuickBooks Setup
We implement customized QuickBooks solutions for small businesses, including software installation, chart of accounts setup, and data migration. Training and ongoing support ensure accurate financial tracking and streamlined reporting for improved business decision-making.
Audits & Reviews
We conduct comprehensive audits and reviews to verify financial accuracy and regulatory compliance. Our services include internal control assessments, forensic accounting, and external audit support to ensure transparency and build stakeholder confidence.
Payroll Services
We handle payroll processing, tax reporting, and compliance for businesses of all sizes. Our services include wage calculations, tax filings, and year-end reporting to ensure timely and accurate employee payments while reducing administrative burdens.
People
Michael Wittenberg
CPA/Owner
With over 30 years in public accounting, Michael specializes in tax planning, business consulting, and financial statement services. He serves diverse industries and holds leadership roles in local professional organizations.
Kristy Coots
Staff Accountant
Kristy provides payroll and excise reporting services, leveraging prior small business ownership experience. She joined Wittenberg CPA in 2016 after roles at the Chamber of Commerce and her own enterprise.
Victoria Black
Staff Accountant
Victoria offers accounting and payroll expertise, having worked with Mason County nonprofits. She earned an Associates Degree in Accounting Technology from Olympic College in 2019.
Pam Callea
Staff Accountant
Pam contributes full-charge accounting experience from Olympia-based firms. She holds an Associates in Science Degree in Accounting and joined Wittenberg CPA in 2023.
Samantha Tatum
Staff Accountant
Samantha specializes in tax preparation and nonprofit financial operations. She earned a Masters in Nonprofit Management and transitioned to full-time accounting in 2022.
Questions
What accounting services do you offer for small businesses?
We provide payroll, financial statements, budget forecasting, internal controls, and outsourced CFO services tailored to small business needs.
How can you help with IRS audit representation?
Our team handles all audit correspondence, minimizes liability, and negotiates with auditors to protect your interests during IRS or state tax disputes.
Do you offer QuickBooks training and support?
Yes, we provide software setup, staff training, and ongoing QuickBooks support to ensure accurate financial management for small businesses.
What financial planning services are available for individuals?
We offer retirement planning, estate strategies, investment analysis, and tax-efficient wealth preservation solutions for personal financial independence.
Are your tax preparation services available year-round?
Yes, we prepare individual and business tax returns year-round while providing strategic planning for year-end tax optimization.
What industries do you specialize in?
We serve construction, healthcare, law firms, dentists, manufacturers, real estate, and nonprofit organizations with industry-specific expertise.
