Weiner

Weiner LLC is a firm built on a bedrock of experience and a dedication to the success of our clients. For over 75 years, our team of advisors has been providing comprehensive accounting, auditing, tax, management information, and financial advisory services to high-net-worth individuals and the owners and managers of both public and privately held businesses. We believe that true success goes beyond simply preparing financial statements and tax returns. We actively engage with our clients, working closely to understand their unique needs and goals, and developing tailored strategies to help them achieve them.

Our commitment to excellence extends to every aspect of our work, from proactive client communication to staying ahead of industry trends and regulatory changes. We are constantly seeking innovative solutions to the complex financial challenges our clients face, ensuring they have the tools they need to navigate the ever-evolving business landscape. We understand the intricacies of integrating business operations and personal finances, which is why we offer two distinct yet interconnected service offerings: Business Enterprise Services and Private Client Services.

This comprehensive approach allows us to provide a seamless and holistic financial experience, protecting and growing our clients' wealth both personally and professionally.

Our Services

At Weiner LLC, we offer a wide range of services designed to meet the diverse needs of our clients. Here are some of the key areas where we excel:

• Accounting & Assurance: We provide a full spectrum of accounting services, including financial statement preparation, bookkeeping, and auditing. Our team of experienced professionals ensures accuracy, efficiency, and compliance with all applicable regulations.

• Tax Services: Our tax experts possess in-depth knowledge of federal, state, and local tax laws. We offer a comprehensive suite of tax services, including individual and corporate tax preparation, tax planning, and representation before tax authorities.

• Consulting Services: Beyond traditional accounting services, we offer strategic consulting to help our clients optimize their operations, enhance profitability, and mitigate risk. Our areas of expertise include business planning, financial forecasting, due diligence, and merger and acquisition support.

• Financial Advisory: We provide tailored financial advice to individuals and businesses, helping them make informed decisions about investments, wealth management, retirement planning, and estate planning.

We understand that the financial needs of individuals and businesses are unique. We tailor our services to each client's specific circumstances, providing personalized guidance and support every step of the way.