We don't put numbers in boxes, we take care of people.
At IWB & Co., we believe that providing expert financial guidance is not just about numbers, but about people. We take the time to understand our clients' unique financial situations and goals, and work closely with them to develop personalized strategies that simplify their financial lives. With over three decades of experience, our team of professionals has helped countless individuals, businesses, and families achieve greater peace of mind and financial success.
Our Philosophy
Our philosophy is centered around building trust and relationships with our clients. We believe that every individual or business has unique financial needs and goals, and that every financial situation presents an opportunity to grow and thrive. Our team of experts takes the time to listen to our clients' concerns, understands their goals, and provides tailored solutions that meet their specific needs.
Services
Our comprehensive range of services includes:
Tax Services
- Tax planning and preparation for individuals, partnerships, LLCs, corporations, estates, and trusts
- Tax consulting and guidance
- Audit representation and resolution
Business Services
- Financial planning and consulting
- Bookkeeping and accounting
- QuickBooks services
- Business consulting and strategy development
Individual Services
- Financial planning and consulting
- Investment guidance and portfolio management
- Retirement planning and savings strategies
- Estate planning and trust administration
Bookkeeping Services
- Accounting and financial statement preparation
- Budgeting and cash flow management
- Financial reporting and analysis
QuickBooks Services
- Setup and customization of QuickBooks accounting software
- Data analysis and financial reporting
- Integration with other accounting systems
Tax Center
- Track your refund and taxpayer identification
- Tax due dates and rates
- IRS tax forms and publications
- Record retention guide and account maintenance
Client Resources
- Secure, password-protected portal for storing and accessing financial documents
- IRS tax forms and publications
- Financial calculators and planning tools
- Newsletter and event invitations
Our goal is to provide exceptional service, expert guidance, and personalized attention to every client. We believe that every individual, business, or family deserves to achieve financial success, and we are committed to helping them achieve their goals.
Professional and Efficient Service
It appears that IWB & Company has a reputation for providing exceptional service to their clients. Many reviewers have praised the firm for their professionalism, efficiency, and politeness. Several have mentioned working with Irving Bernstein, the founder, and praised his expertise and ability to handle complex financial and legal issues.
Creative and Honest Solutions
Reviewers have also praised the firm's ability to provide creative and honest solutions to financial and tax issues. One reviewer mentioned that Irving came with them to an IRS audit and was able to straighten out everything without costing them a cent. Another reviewer praised the firm's ability to refer them to high-quality financial advisors.
Some Disappointments
However, not all reviewers have had positive experiences with the firm. One reviewer mentioned having a bad experience with low-quality work and sloppiness, which resulted in penalties and surcharges. Another reviewer felt that the staff was unprofessional and took too long to return phone calls.
Ultimately, a Good Choice for Some
Despite the mixed reviews, many reviewers have concluded that IWB & Company is a good choice for those who are looking for professional and efficient tax preparation services. One reviewer cautioned that the firm's services may not be cheap, but that the team does an amazing job of minimizing expenses and reducing tax liability.
Be the first to review Iwb.
Write a Review
