Your partner in financial success
Our Firm
At Winkler & Whittenberg, Inc., we pride ourselves on being a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. With years of valuable experience, we have built a reputation as a trusted partner for individuals and businesses in the City of Industry and surrounding areas.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. We believe that open communication is key to reaching an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.
Our Services
We provide a wide range of services to individuals and businesses in a variety of industries. Our professional services include:
Tax Management Services: At Winkler & Whittenberg, Inc., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing and recently altered tax laws.
Assurance and Advisory Services: Our expertise allows us to provide assurance and advisory services, including financial statement preparation, internal control reviews, and compliance with regulatory requirements.
IRS Representation: We can represent clients before the Internal Revenue Service (IRS) to resolve any tax disputes or issues.
Entity Selection and Restructuring: Our team can help you select the best entity type for your business and assist with any necessary restructuring.
Mergers, Acquisitions, and Sales: We provide guidance on the financial aspects of mergers, acquisitions, and sales, ensuring that you make informed decisions.
Accounting Services: Our accounting services include financial statement preparation, financial planning, and budgeting. We can also provide bookkeeping and write-up services to ensure that your financial records are accurate and up to date.
Payroll Services: Winkler & Whittenberg, Inc. can help you manage your payroll, ensuring compliance with tax laws and regulations.
Financial Statement Services: Our financial statement services include financial statement preparation, cash flow management, and budgeting.
Bookkeeping/Write-up: We can provide bookkeeping and write-up services to ensure that your financial records are accurate and up to date.
Whether you're an individual or business, Winkler & Whittenberg, Inc. has the expertise to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you achieve your financial objectives.
Overall Experience
The reviewer has had a long-standing positive experience with Winkler & Whittenberg, having used their tax services for nearly 30 years.
Service Quality
The reviewer praises the firm's accuracy, thoroughness, and helpfulness in handling their taxes.
Cost
The reviewer finds the firm's pricing to be reasonable.
Recommendation
The reviewer highly recommends Winkler & Whittenberg, calling them an "excellent CPA firm".
