Trust is the foundation of any healthy relationship. Feeling comfortable talking about your financial situation and being able to have open communication is key.

At WollackLewitz we strive to become your go-to professional when it comes to any financial or business-related questions. We do this by making sure we respond to you in a timely matter and make sure that we truly understand your situation before answering. Although we may have years of experience, we continue to adapt to changes in the tax code through continued education and research.

We want you as a client to succeed so that we can continue to build a trusting relationship. We do this by focusing on your needs and your own self-interest. Any CPA can fill out a tax return, it's the intimacies that go into building the human connection that makes a firm special.

As your go-to professional we look forward to working with your entire team. Whether it's your business partner, estate attorney, or financial advisor, we want to create open lines of communication so we can focus on making sure everyone is on the same page. 

We work intimately with multiple professionals across Connecticut and even some outside of the state. Often financial advisors cannot offer specific tax advice or may not want to based on the ever-changing tax laws. This is where our firm can step in and consult in real-time with your financial advisor so we can avoid any missteps at year-end.

WollackLewitz has been around for 60+ years and has always been committed to client service and quality. We strive to maintain our expertise by extensive continued education in all areas of accounting. We are committed to maintaining absolute integrity and the highest level of quality service to our clients. We are members of various professional organizations such as the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of CPAs (CTCPA).

AICPA standards and state of Connecticut regulations require CPA firms that perform audits to undergo a form of peer review called a systems review every three years. A systems review is a study and appraisal by an independent evaluator of a firm’s system of quality control to perform accounting and auditing work. Our firm has passed every peer review since the first one in 1990. Licensed CPAs are also required to complete 40 hours of continuing professional education every year.