About the Firm

Twenty years of
getting it right.

A full-service CPA firm built on the principle that every client deserves real attention — Real people who know your file. Direct answers, direct access.

"Our clients tend to stay, and that tells you more about the work than anything we could put on this page."

The Firm

Not a one-size-
fits-all practice.

Wolcowitz & Associates was founded by Moshe Wolcowitz, a Certified Public Accountant who has spent more than 20 years building something most firms overlook: a loyal, long-term client base that keeps growing through referrals and results.

We take the time to understand what each client actually needs, then build the best approach around it.

20+

Years in Practice
Senior CPA experience guiding every single engagement.
How It Feels

At ease, even
when it's not
easy.

Maybe it’s the way we put this whole intimidating accounting thing into plain English. Maybe it’s how you walk into one of our offices, or meet us over Zoom, and feel at ease — even though what we’re working through is rarely a breeze. Whatever it is, clients tell us it feels different here. And that feeling is something we protect every day as the firm grows.

9

Office Hubs
Florida, New York & Jerusalem.
Our Reach

From Main
Street to abroad.

The people we work with run the full range. Some are filing an individual return. Others are growing a small business, and a number of them operate large companies with offices across the country. We also serve U.S. expats living abroad — a niche most firms don’t truly understand.

50

States Served
Plus U.S. taxpayers living and working abroad.
What We Do

Real depth where
it matters most.

We work with startups, established corporations, and nonprofits — with real depth in six key industries. Whether you run a single office or multi-city operations, we have worked with someone in your seat before.
01 /

Real Estate & Property Management

02 /

Construction & Trade Contractors

03 /

Medical & Dental Practices

04 /

Restaurants & Hospitality

05 /

Legal, Consulting & Architecture

06 /

Retail & E-Commerce

Moshe Wolcowitz, CPA

Certified Public Accountant, CEO, and Founder.
The Founder

"As the firm has grown, the standard has stayed the same — personal, fair, and worth picking up the phone for."

Moshe Wolcowitz founded this practice on the belief that accounting should feel like a conversation, not a transaction. Over two decades, he has built a team that shares that belief — recruiting top talent specifically so that every client keeps getting the quality of service that built the practice to begin with.
* All consultations are confidential.*
What We Do

Services that scale
with you.

No matter the size of the engagement, the attention stays personal and the rates stay fair. From your first return to your most complex resolution, you are matched to the right specialist for the job.

01

Tax & Strategic Planning

Corporate, personal, nonprofit, trust, estate, and international filings including FBAR & FIRPTA.

02

IRS & State Representation

Audit representation, penalty abatement, Offers in Compromise, and back-tax resolution.

03

Bookkeeping & Business Compliance

Monthly bookkeeping, payroll, sales tax, and business incorporation — keep current and compliant.

04

Audited Financial Statements

Attest services and audited financials prepared for lenders, investors, and regulatory purposes.

05

M&A Due Diligence

Full financial due diligence for acquisitions, mergers, and strategic transactions of any size.

06

Fractional CFO Support

Budgeting, forecasting, and financial leadership — when you need a CFO without hiring one full time.
The Next Step

Want to know more?
Book a call

A short call is all it takes. We will learn about your situation, answer your
questions, and show you exactly how we can help. No pressure, no obligation —
just a real conversation about your numbers.

* All consultations are confidential.*