Business Details
Trusted Accounting & Tax Services in Old Saybrook
At WollackLewitz, we redefine accounting as a relationship-driven partnership built on trust and tailored guidance. With over six decades of service in Old Saybrook, we have cultivated enduring client relationships by prioritizing comprehensive understanding of both business and personal financial landscapes. Our approach centers on year-round availability and proactive planning, ensuring clients receive strategic advice that evolves with their needs. We combine technical expertise with personalized service, addressing the full spectrum of financial challenges faced by businesses and individuals.Our team delivers actionable insights drawn from decades of experience and continuous professional development, adhering to the highest ethical standards through memberships in the American Institute of CPAs and Connecticut Society of CPAs. We distinguish ourselves through collaborative engagement with clients' broader professional networks, integrating tax, accounting, and business strategy to drive long-term success.
Services
Assurance
Tax Planning
Business Consulting
Accounting Services
Notary Services
Highlights and features
- We offer 60+ years of accounting experience in Old Saybrook with multi-generational client relationships
- Our team provides personalized financial strategies tailored to business and family needs
- We maintain AICPA peer-reviewed quality control standards with annual continued education
- Our collaborative approach integrates with your existing professional networks
- We combine local community commitment with expertise serving organizations up to $300M in assets
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Connecticut Society of CPAs (CTCPA)
Services
Assurance
Our assurance services provide accurate financial insights through rigorous auditing and reporting. We help businesses maintain transparent records that support strategic decision-making, comply with industry standards, and build investor confidence through verified financial statements.
Business Consulting
We offer tailored business strategy consulting that combines tax expertise with operational guidance. Our team helps companies develop growth plans, evaluate projects, and implement accounting systems aligned with their long-term objectives and regulatory requirements.
Accounting Services
Our customized accounting services streamline financial operations through specialized bookkeeping and reporting solutions. We provide scalable support that adapts to business growth while maintaining compliance and improving financial decision-making efficiency.
Tax Planning
We deliver comprehensive tax planning services covering individual and business needs. Our approach combines proactive tax reduction strategies with compliance expertise to optimize financial outcomes across all phases of business and personal financial planning.
People
Heidi Runda
Office Manager
Heidi manages office operations with 20+ years of administrative experience across multiple industries including banking and academia. She joined full-time in 2021 after successful temp placements, providing exceptional client service and in-house notary services.
Questions
How long has WollackLewitz been in business?
Our firm has operated continuously in Old Saybrook for over 60 years, serving multiple generations of clients.
What differentiates WollackLewitz from other accounting firms?
We combine technical expertise with relationship-focused service, offering collaborative financial strategies tailored to both business and personal objectives.
What geographic areas do you serve?
While based in Old Saybrook, we serve businesses and individuals across Connecticut and work with out-of-state professionals through collaborative networks.
Do you offer specialized services beyond standard accounting?
Yes, our services include business growth consulting, notary services, and customized accounting systems for organizations of various sizes.
How do you maintain professional standards?
We undergo triennial AICPA peer reviews and require 40 annual continuing education hours per CPA, maintaining memberships in key professional organizations.
