Wolfsohn Financial Services

Accounting firm in Lynbrook, NY (show on map)

3.7

★★★★☆

9 reviews

For more than sixty years, our mission at Wolfsohn Financial Services has been to provide consistently superior client service. That goal requires expert accounting, tax preparation and consulting services that meet the challenges of today’s changing world.

Call (516) 887-7380

Navigate to Visit website

About

For over sixty years, Wolfsohn Financial Services has prioritized superior client service through expert accounting, tax preparation, and consulting. Leveraging innovation, education, and technology, the firm addresses today's evolving business landscape.

Innovation

Education

Technology

Services

Audit Representation

Professional audit representation services for clients.

Bookkeeping

Comprehensive bookkeeping solutions for businesses.

Business Start Ups

Guidance and services for launching new businesses.

Corporate Tax Returns

Preparation and filing of corporate tax returns.

Electronic Filing

Electronic filing of tax returns and other documents.

Estate Tax Returns

Preparation and filing of estate tax returns.

Credentials & Certifications

Certified Financial Planner (CFP)

Enrolled Agent (EA)

Real Estate Broker’s License

Licensed Insurance Agent

Accredited Tax Advisor (ATA)

Registered Investment Advisor (RIA)

Reviews

Rating

3.7

★★★★☆

Reviews

"If EVER in trouble or problem they got you on top priority."

Frequently Asked Questions

What is the mission of Wolfsohn Financial Services? +

To provide consistently superior client service through expert accounting, tax preparation, and consulting that meets today’s changing world challenges.

How long has Wolfsohn Financial Services been in business? +

Over sixty years.

What types of tax returns does Wolfsohn handle? +

Audit representation, bookkeeping, business start-ups, corporate tax returns, electronic filing, estate tax returns, excise tax returns, FAFSA applications, fiduciary tax returns, financial statements, financial strategies, individual tax returns, motor fuel tax, nonprofit tax returns, notary services, paperless record keeping, partner record keeping, partnership tax returns, payroll tax returns, sales tax returns, strategic partnerships, worldwide expat tax preparation, trust tax returns.

Who is Jonathan Wolfsohn? +

Owner and principal of Wolfsohn Accounting Services, Inc., with a background in sociology, political science, finance, and taxation, and multiple professional credentials including CFP, EA, and RIA.