Wagner & Zwerman LLP
Professional accounting and tax services for individuals and businesses.
About
Established in 2010, WZ CPA Firm specializes in tax preparation, bookkeeping, and financial consulting for individuals and small to medium-sized businesses. Our team of certified professionals provides personalized service to ensure compliance and optimize financial strategies.
Personalized client consultations
State-of-the-art tax software
Comprehensive financial planning
Services
Tax Preparation
We handle federal and state tax returns for individuals and businesses, ensuring accuracy and maximizing deductions.
Free consultations
Online portal for document upload
Same-day filing option
Bookkeeping
We offer ongoing bookkeeping services to keep your financial records up-to-date and accurate.
Monthly reconciliations
Real-time financial reporting
Integration with QuickBooks
Financial Consulting
Our financial advisors provide strategic advice to help businesses grow and manage cash flow effectively.
Customized financial plans
Cash flow analysis
Investment strategy guidance
Credentials & Certifications
CPA Certification
Since 2008
CFP Certification
Since 2012
Reviews
Frequently Asked Questions
Contact Wagner & Zwerman LLP
Location
Location of Wagner & Zwerman LLP, 201 Old Country Rd #202, Melville, NY 11747 · View on Google Maps
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