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Expert Accounting, Tax, and Financial Services in Lynbrook, NY
At Wolfsohn Financial Services, we have dedicated over six decades to delivering superior client service through expert accounting, tax preparation, and consulting. Founded on principles of innovation and education, our firm leverages cutting-edge technology to address the evolving challenges of financial management. With offices in Lynbrook, Manhattan, and Florham Park, we serve a diverse clientele, from small businesses to multinational entities, offering personalized support for business setup, tax compliance, and strategic financial planning.Our team attends over 100 hours of annual training to stay current with tax laws, ensuring clients receive accurate, forward-thinking advice. Trusted by thousands, we pride ourselves on transparency, responsiveness, and a client-centric approach that transforms complex financial tasks into manageable solutions.
Services
Audit Representation
Bookkeeping
Business Start Ups
Corporate Tax Returns
Estate Tax Returns
Individual Tax Returns
Payroll Tax Returns
Sales Tax Returns
Strategic Partnerships
Worldwide Expat Tax Preparation
Highlights and features
- We offer over 60 years of experience in accounting and tax services.
- Our team includes certified professionals with expertise in tax law and financial planning.
- We utilize innovative technology for efficient service delivery.
- We provide personalized support with a client-centric approach.
- Our proven track record includes serving over 3,500 individual tax clients annually.
What people say
Expertise
Responsive
Personalized support
Proven track record
Client-centric approach
Services
Audit Representation
Our audit representation service advocates for clients during IRS examinations. With deep expertise in tax law, we prepare documentation, communicate with auditors, and negotiate resolutions to minimize liabilities. Clients benefit from our proven success in reducing penalties and ensuring compliance.
Business Start Ups
We streamline business formation, from legal structure selection to tax registration. Our guidance ensures startups meet regulatory requirements while optimizing financial systems. Clients receive tailored advice on bookkeeping, payroll, and tax strategies to support long-term growth.
Corporate Tax Returns
We prepare and file accurate corporate tax returns, leveraging deductions and credits to reduce liabilities. Our team stays updated on evolving regulations to ensure compliance. Clients gain clarity through detailed reporting and strategic year-round tax planning.
Individual Tax Returns
Our personal tax services ensure precise preparation and filing for individuals. We identify deductions and credits to maximize refunds while adhering to federal and state laws. Clients receive proactive advice to optimize their financial health year-round.
Worldwide Expat Tax Preparation
We assist expatriates with U.S. tax compliance, including FBAR and FATCA reporting. Our expertise in international tax law ensures clients meet obligations while avoiding double taxation. Clients benefit from tailored strategies for cross-border financial planning.
People
Jonathan Wolfsohn
Owner
Jonathan Wolfsohn, founder of Wolfsohn Financial Services, holds certifications as a CFP, EA, and RIA. With over 40 years in accounting, he specializes in tax strategy and business consulting. His leadership emphasizes innovation and client education.
James Pollio
Accountant
James Pollio brings 15 years of experience in corporate tax compliance and financial planning. He focuses on delivering precise, strategic solutions for businesses and high-net-worth individuals.
Mahendra Bhandari
Accountant
Mahendra Bhandari specializes in individual and fiduciary tax returns, with expertise in cross-border tax issues. He has served clients for over a decade, ensuring compliance and optimizing financial outcomes.
Stephen Amodio
Bookkeeper
Stephen Amodio manages bookkeeping systems for small businesses, ensuring accurate financial records. His 20-year career focuses on supporting startups and local enterprises with streamlined accounting processes.
Mark Hochstat
Operations Accountant
Mark Hochstat oversees accounting procedures and tax compliance for corporate clients. With a decade at Wolfsohn, he specializes in payroll tax and sales tax filings for growing businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, business setup, payroll tax filings, and financial strategy consulting tailored to small businesses.
Do you handle international tax matters for expatriates?
Yes, we specialize in expat tax preparation, including FBAR reporting and compliance with U.S. tax laws abroad.
How can I pay my invoice?
Pay via credit card, check, or ACH through our secure online portal using your Client ID and Invoice Number.
What sets Wolfsohn apart from other accounting firms?
Our 60+ years of experience, certified professionals, and personalized approach ensure tailored, reliable financial solutions.
Do you offer IRS audit representation?
Yes, we provide audit defense services to negotiate resolutions and minimize liabilities during IRS examinations.
Are your offices open year-round?
We operate year-round, with expanded hours during tax season (January–April) across our three New York/New Jersey locations.
