Business Details
Trusted CPA Services in Old Saybrook, CT
WollackLewitz has been a trusted community accounting firm serving Old Saybrook and surrounding areas for over 60 years. Our practice extends beyond traditional tax services, focusing on building long-term relationships through comprehensive financial guidance. We prioritize understanding clients' personal and business needs to provide tailored advice that supports year-round financial planning. Our team combines deep local knowledge with expertise in assurance, consulting, and tax services to help individuals and organizations navigate complex financial decisions. 
Services
Assurance Services
Tax Preparation
Financial Consulting
IRS Compliance
Business Accounting
Highlights and features
- We provide personalized financial guidance based on 60+ years of local expertise.
- Our services extend beyond tax preparation to comprehensive financial consulting.
- We maintain long-term client relationships through year-round financial support.
- Our team combines deep community knowledge with technical accounting proficiency.
- We offer outsourced accounting solutions tailored to business operational needs.
Services
Assurance Services
Our assurance services verify financial accuracy and regulatory compliance through systematic evaluations. We help businesses maintain transparent records while identifying operational efficiencies. Clients benefit from improved decision-making capabilities and strengthened stakeholder confidence through our comprehensive audit processes.
Tax Preparation
We handle individual and business tax preparation with expertise in federal, state, and local regulations. Our approach combines thorough documentation review with strategic planning opportunities. Clients receive accurate filings while minimizing liabilities through our proactive tax optimization strategies.
Financial Consulting
Our consulting services address long-term financial goals for individuals and businesses. We analyze current financial positions to develop customized growth strategies. Clients gain actionable plans covering retirement preparation, business expansion, and intergenerational wealth transfer solutions.
IRS Compliance
We specialize in navigating IRS regulations and resolving tax-related challenges. Our expertise includes audit representation and penalty mitigation strategies. Clients receive proactive guidance to maintain compliance while minimizing exposure to tax-related risks through documented best practices.
Business Accounting
Our outsourced accounting solutions manage day-to-day financial operations for growing businesses. We implement efficient systems for payroll processing, accounts payable/receivable, and financial reporting. Clients gain time to focus on core operations while maintaining accurate, up-to-date financial records.
Questions
What accounting services do you offer for small businesses?
We provide outsourced bookkeeping, payroll processing, and financial reporting services tailored to small business needs.
Do you handle both individual and corporate tax preparation?
Yes, we prepare personal, business, and nonprofit tax returns with expertise in federal and Connecticut state regulations.
How do you assist with IRS audit representation?
Our team provides documented support and professional representation during IRS audits to protect your interests.
What financial planning services are available for individuals?
We offer retirement planning, college savings strategies, and estate planning consultations based on personal financial goals.
Are your tax professionals available year-round?
Yes, we provide ongoing tax advisory services beyond filing season to help with year-round financial decisions.
How do you maintain client confidentiality?
We follow strict IRS Circular 230 guidelines and implement secure digital systems to protect all client information.
