Experience Decades of Expertise
For over 60 years, Wolfsohn Financial Services has provided exceptional accounting, tax preparation, and consulting services to clients throughout the New York/Long Island metropolitan area. Our team of experienced professionals has guided individuals, families, and businesses towards financial success and peace of mind.
Dedicated Client Focus
At Wolfsohn, we believe in building lasting relationships with our clients. Our personalized approach ensures that each client receives tailored guidance and support throughout their financial journey. We take the time to understand your unique goals, concerns, and circumstances to create a customized plan that aligns with your individual needs.
Comprehensive Services
Our comprehensive services cover every aspect of financial management, including:
- Individual Tax Returns: Comprehensive preparation and filing of state and federal taxes for individuals.
- Business Tax Services: Comprehensive tax planning and compliance solutions for businesses of all sizes.
- Audit Representation: Advocateation before the IRS and state agencies to resolve tax issues.
- Bookkeeping & Financial Services:Accurate bookkeeping and financial planning to track income and expenses, enhance financial health, and make informed decisions.
Expertise Across Industries
With extensive experience across diverse industries, we provide tailored solutions for:
- Corporate Taxes
- Fiduciary & Estate Planning
- Payroll & Sales Tax Compliance
- Notarial Services
- Paperless Record Keeping
A Team of Experienced Professionals
Our team of skilled professionals includes experienced accountants, tax specialists, and financial advisors who are dedicated to providing personalized service, clear communication, and proactive solutions. We are passionate about helping our clients achieve financial success and peace of mind.
Join Our Journey
If you're looking for a trusted partner who can guide you on your financial path, look no further than Wolfsohn Financial Services. Contact us today and let us help you achieve your financial goals!
Service Issues
Several clients have reported issues with the firm's customer service, including poor follow-up, lack of communication, and unprofessional behavior. Veronica Choroco had a particularly bad experience, with her accountant losing her paperwork and failing to provide adequate guidance on estimated taxes. Alfredo Ruiz and Wolfgang S. also reported slow service and unhelpful treatment.
Knowledge and Expertise
On the other hand, many clients have praised the firm's knowledge and expertise. William Mahoney, Kevin Slavin, Z.-Best Maintenance & Cleaning, and Adrienne D. all commended the firm's help with complex tax situations. Jonathan Wolfsohn was particularly praised by Adrienne D. for his ability to work with clients of all income levels and provide personalized advice.
Accountability and Honesty
However, several clients reported issues with the firm's honesty and accountability. Joe K. claimed that the firm consistently screwed up his quarterly filings and refused to refund him for associated interest and fines. Wolfgang S. felt that the firm did not stand by its promises, as he was overcharged for services and denied a discount. Mary S. was disappointed when the firm failed to follow through on its promises to send her tax documents.
Overall Satisfaction
The overall satisfaction of clients with the firm varies greatly. While some, like William Mahoney, Kevin Slavin, Z.-Best Maintenance & Cleaning, and Adrienne D., have reported positive experiences, others, like Veronica Choroco, Alfredo Ruiz, Wolfgang S., Joe K., and Mary S., have had significant issues with the firm's service, knowledge, and honesty.
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