Our Services

Your Needs

CPAs are often associated with tax return preparation, but here at WollackLewitz, we are much more than that. We are about long-term relationships. Our firm’s roots go back more than 60 years in Old Saybrook, and we still serve clients that started with us in those early years. We were with them as they grew and we obtained intimate knowledge of both their businesses and their families.

Meaningful advice cannot be provided without an understanding of the entire picture. Life happens all year, which is why we are available to you all year. We are here to help you plan out your financial life events, not just put the pieces together after it’s done.

How We Can Help

Assurance

Sound decisions begin with a clear picture of financial health. The importance of being able to rely on a good set of books cannot be overstated and is needed for the start of any business discussion. In uncertain economic environments and tight credit markets, it is even more important. Ledgers and internal reporting that accurately reflect business results are prerequisites to management’s ability to make good financial decisions. Financial statements audited by respected accounting and financial management professionals are needed to provide lenders and investors with the confidence they need to work with your organization.

Our practice’s specializations include privately-held businesses and not-for-profit organizations with sizes small to those with assets over $300 million. The partners of the firm are members of the American Institute of Certified Public Accountants (AICPA) and adhere to their high ethical standards.

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Consulting

We aren’t only tax accountants; we are life accountants. Whether you’re starting a business, looking for growth opportunities, or planning for retirement we can assist in developing business strategies, formulating growth plans, and evaluating projects from both a tax and accounting perspective. By using our tax and accounting services, our clients are able to make better decisions regarding their future.

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Outside Accounting Services

WollackLewitz provides bookkeeping and client accounting services, so you can spend less time buried in paperwork and more time doing what you enjoy. We tailor our services to meet your specific business or personal needs, whether your company is growing and you require additional support or you find yourself needing a more streamlined bill pay and reporting process.

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Tax

As a professional accounting firm that offers a full range of services to individual and business clients, we are the best fit to provide clients personalized, quality service.

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