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Wagner & Zwerman LLP

Certified public accountant in Melville, NY (show on map)
Google 4.8
★★★★★
9 reviews

Professional accounting and tax services for individuals and businesses.

Call (631) 777-1000
Navigate to Visit website
Wagner & Zwerman LLP website

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

Google
Rating
4.8
★★★★★
Reviews
9

Frequently Asked Questions

What documents do I need for tax preparation? +

You will need your prior year's tax returns, W-2 forms, 1099s, and any additional income documentation.

How often will you reconcile my books? +

We perform monthly reconciliations to ensure your financial records are accurate and up-to-date.

Contact Wagner & Zwerman LLP

Wagner & Zwerman LLP
Website
wzcpafirm.com
Category
Certified public accountant
Wheelchair Accessible
Call (631) 777-1000

Location

Location of Wagner & Zwerman LLP, 201 Old Country Rd #202, Melville, NY 11747 · View on Google Maps

Get in Touch

Ready to work with Wagner & Zwerman LLP?

Reach out today to schedule a consultation.

(631) 777-1000

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