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WHAT WE DO

From a single
return
to your entire
finance function.

Every engagement is matched to the right specialist and built around what you actually need — nothing generic, nothing off the shelf.
BOOK A CALL

* All consultations are confidential.*

01 /

Tax & Strategic Planning

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02 /

IRS & State Representation.

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03 /

Bookkeeping & Business Compliance.

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04 /

Advisory & Attest.

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Category 01

Tax & Strategic
Planning

CATEGORY 01

The best outcomes
happen before
the year ends.

INDIVIDUAL

Wolcowitz & Associates has extensive experience in tax preparation. From a simple tax return preparation to extensive tax consulting navigating specific needs, we really just want to give you a one-stop solution. If you have all the necessary filing information, same day service might be available, just ask.

Planning isn’t always fun, but it can make you wealthier. Whether you’re looking to create a college fund or save for retirement, we’ll work with you to address your specific needs.

Most clients panic if their tax return has been selected for an audit or review. That’s normal, we understand. But you don’t have to do it alone. We have represented many clients in both personal and business tax audits. Wolcowitz & Associates will provide professional representation when dealing with your IRS or State audit for an affordable rate. You do the relaxing, we do the talking.

Wolcowitz & Associates has successfully negotiated significant reductions and even obliteration of penalties on behalf of its clients. If you never thought reducing your tax liability was a real thing, call us and we’ll find out if that’s true.

CORPORATE

Wolcowitz & Associates provides an efficient preparation of all current and prior year tax returns for businesses, partnerships, corporations, fiduciary, and tax-exempt / non-profits. And by the way, if your specialty is procrastination and same-day filing sounds like your type of thing, we understand – just let us know, we might be able to save you. Our services are tax deductible and won’t break the bank.

Tax planning is crucial for your success in business. We get to know your business inside out in order to create a tailored sustainable strategy to help you actually keep the money that you worked for. We will review your income and expenses, as well as credits you may be entitled to in order to optimize your tax situation. We know you have a life, but don’t put off planning until the last minute.
CATEGORY 02

IRS & State
Representation.

You do not have to face the IRS alone. We step in, deal directly with federal and state agencies on your behalf, and fight for the best possible outcome — so you can stay focused on your life and business.
01 /

Audit Representation

If your return is selected for audit, we step in and deal directly with the IRS and state agencies on your behalf. You stay focused on your business while we handle every detail.

02 /

Penalty Abatement & IRS Resolution

Back taxes and penalties are stressful — but they are resolvable. We negotiate directly with the IRS, from Offers in Compromise to penalty relief, to give you a fresh start.
CATEGORY 03

Bookkeeping &
Business Compliance.

Clean books are the foundation everything else is built on — keep your financials current, your filings on time, and your structure ready to grow.
01 /

Bookkeeping

We keep your books current and deliver clean monthly financials, so you always know where you stand while you focus on growing the company.
02 /

Payroll & Sales Tax

We take the stress out of deadlines — handling the filings and paperwork, keeping your team paid on time and your business compliant.
03 /

Business Incorporation

Starting something new? We help you choose the right structure from day one and handle the setup and paperwork so your venture is built right from the start.
CATEGORY 04

Advisory &
Attest.

Senior expertise without the senior overhead — from big-picture strategy to deal-level due diligence.
01 /

Budgeting & Financial Planning

A practical plan built around your real goals — retirement, growth, real estate, college savings, and more.
02 /

Fractional CFO Services

Senior financial leadership, forecasting, and decision support on a part-time basis, at a fraction of the full-time cost.
03 /

Audited Financial Statements

The highest level of assurance for banks, investors, and stakeholders — thorough, professional, and on time.
04 /

Due Diligence for M&A

We dig deep into the financials to uncover risks and confirm value — so you sign the deal with full confidence.
05 /

Consulting

What-if scenarios, complex decisions, honest expert advice. Instead of searching online for hours — just call us.
The Next Step

Not sure which
service you need?
That's what the call is for.

Tell us what you are dealing with and we will point you in the right direction.
Book a short call — no pressure and no obligation.
BOOK A CALL

* All consultations are confidential.*

CONTACT US