Business Details
Your Trusted Partner for Accounting Solutions
At Yoel Wagschal, CPA, P.C, we combine technical expertise with personalized service to deliver comprehensive accounting and tax solutions. Our firm specializes in financial statement preparation, payroll management, and tax planning tailored to individuals and small businesses. With a focus on accuracy and compliance, we provide audits, reviews, and compilations to ensure financial clarity. Our team offers litigation support, forensic accounting, and business tax return preparation, emphasizing long-term client relationships. We prioritize efficient software utilization and strategic tax forecasting to meet evolving client needs.Backed by decades of experience, we maintain transparency and professionalism in all advisory services. Our commitment to excellence ensures clients receive actionable insights and reliable financial guidance. We adhere to strict confidentiality standards while delivering services that align with industry best practices. By focusing on small business clients, we provide scalable solutions that grow with your operations. Our approach blends traditional accounting principles with modern efficiency to maximize value for every client.
Services
Accounting Services
Tax Planning
Payroll Services
Financial Statements
Litigation Support
Forensic Accounting
Business Tax Returns
Bookkeeping
Audit Services
Tax Forecasting
Highlights and features
- We offer personalized accounting services tailored to your needs
- Our team provides expert tax planning and compliance solutions
- We maintain long-term client relationships with transparent communication
- We deliver accurate financial statements and audit services
- We combine traditional accounting principles with modern efficiency
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, bookkeeping, and write-up services. Our team ensures accurate record-keeping and timely reporting for small businesses. By maintaining precise financial documentation, we help clients make informed business decisions while complying with regulatory requirements.
Tax Planning
Our tax planning services focus on long-term and annual tax optimization strategies. We analyze individual and business tax situations to identify savings opportunities while ensuring compliance. Through proactive tax forecasting, we help clients minimize liabilities and maximize returns across various financial scenarios.
Payroll Services
We offer complete payroll management solutions for small businesses. Our services include wage calculations, tax withholding, and payroll tax filings. By handling complex payroll requirements, we ensure timely employee payments and compliance with federal and state employment regulations.
Financial Statements
We prepare accurate monthly, quarterly, and annual financial statements including balance sheets and income statements. Our reporting services provide business owners with clear financial visibility. We ensure compliance with accounting standards while delivering timely insights for strategic decision-making.
Litigation Support
Our litigation support services include forensic accounting, business valuations, and financial investigations. We assist in legal matters related to business disputes, marital dissolutions, and bankruptcies. By providing expert analysis and documentation, we support clients through complex legal financial challenges.
People
Yoel Wagschal
CPA
Certified Public Accountant with extensive experience in tax planning and financial advisory services. Specializes in small business accounting and compliance solutions. Committed to delivering personalized service and technical expertise to clients.
Questions
What accounting services do you offer?
We provide financial statements, payroll services, bookkeeping, tax planning, and litigation support tailored to small businesses and individuals.
Do you handle business tax returns?
Yes, we prepare various small business tax returns and offer compliance solutions for corporations, partnerships, and sole proprietorships.
What tax planning services are available?
We offer long-term, annual, and mid-year tax planning with forecasting services to optimize tax positions and minimize liabilities.
Can you assist with payroll management?
Yes, we provide complete payroll services including wage calculations, tax withholdings, and regulatory filings for small businesses.
What is your approach to client relationships?
We focus on building long-term relationships through personalized service, transparent communication, and tailored financial solutions.
Do you offer forensic accounting services?
Yes, we provide litigation support, forensic accounting, and business valuation services for legal matters and financial investigations.
