Certified Public Accountants

Our Services

Wolf, Weis & Horowitz, LLC offers a wide array of services to our business and individual clients relating to accounting, taxes, finance and planning.

We have extensive knowledge of both Peachtree and QuickBooks software and work within the programs as much as possible.

Since our firm has adopted a paperless audit model; we request electronic documents whenever possible. We have found that the paperless method has increased efficiency for both our clients and our firm.

The following is a list of the more common services we provide, but it is by no means all-inclusive.

• Compilation, Review and Audit
• Bookkeeping, Write-up
• QuickBooks Pro, MYOB, PeachTree
• Business Entity Selection
• Financial Forecasts and Projections
• Qualified Retirement Plans
• Business Valuation Services
• Tax Planning and Preparation
• IRS Representation
• Estate and Trust Tax Planning and Preparation
• Financial Planning

Compilation, Review and Audit

We provide financial reporting services for all three levels of assurance for use by both inside and outside users. We also use the financial statements as a tool to help you understand your business and to help maximize profitability and efficiency. The three levels of financial statement assurance are defined as follows:

Compilation - based principally upon information provided by client

Review - limited assurance with analytical procedures applied

Audit - highest level of assurance based on an examination of detail records

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Bookkeeping, Write-up

We can help you keep your financial records up-to-date with our monthly or periodic bookkeeping and write-up services. This service can be performed in our office on our in-house accounting package or it can be done on your accounting software.

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QuickBooks Pro, MYOB, PeachTree

Our qualified staff can assist you setup or train you to use the three popular accounting packages above. In addition, we provide monthly or periodic review of your general ledger to help you generate your own financial statements.

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Business Entity Selection

Choosing the proper form of entity for your business is one of the first crucial decisions you will make and it will have long-lasting tax implications. We can assist you in evaluating the type of business you should operate as.

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Financial Forecasts and Projections

Forecasts and projections help you to understand and manage your business to success. From simple projections or breakeven analysis to more complex cases, we can assist you in planning for your business.

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Qualified Retirement Plans

Qualified retirement plans can provide significant tax deferral advantages for closely-held businesses and self-employed individuals. We can assist you in evaluating the type of plan that will best serve your needs.

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Business Valuation Services

We can assist you in valuing a business for purposes of buying, selling, divorce or estate planning.

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Tax Planning and Preparation

Projecting your income taxes enables us to develop effective tax strategies and make you aware of future cash requirements so that there are no surprises when the income tax returns are prepared. We can help you understand new and existing tax laws to take advantage of opportunities where available.

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IRS Representation

We have experience in dealing with the various tax authorities involving audits and tax assessments.

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Estate and Trust Tax Planning and Preparation

Planning for your estate and gift taxes helps you make an orderly transfer of assets to your beneficiaries, provide income for them and help reduce the amount of taxes that will have to be withdrawn out of the estate for estate taxes.

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Financial Planning

Proper financial planning helps protect you and your family from the unexpected and helps you to realize your goals. The financial planning process involves the elements of cash flow identification and planning, risk management, investment planning, education funding, retirement planning and estate planning. Let us help you with any piece(s) of your financial planning.

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