Tax Planning and Accounting

At WollackLewitz we believe in building personal relationships with each and every client. Understanding your unique situation, goals, dreams, and expectations is a priority we take seriously.

Filing your tax forms is just one piece of the puzzle and only happens once a year for most. We take the time to review your tax situation and develop an individualized plan to meet your short- and long-term goals. If necessary, we will consult with you throughout the year to ensure you’re in the best possible position when it’s time to file your returns.

In addition to our complete and accurate tax preparation services, we can also provide consulting services throughout the year. A strategy for building and attaining wealth must take many things into consideration. Our professionals can help you navigate through these considerations to formulate a plan with your best interests and financial goals in mind. We take pride in our ability to listen to your hopes and dreams and help you make them a reality.

How We Can Help

Income Tax

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities.

We understand how the latest federal, state, and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

State and Local Nexus

Working out of state or thinking about it? Call us and find out if you may be required to file a new state return this year. Laws can be tricky and sometimes a simple job can turn into a complicated task at the end of the year.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Authority Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.

Small Business and Single Member LLC Accounting

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.