Business Details
Your Trusted Partner for Connecticut CPA Services
WollackLewitz is a full-service CPA firm rooted in Old Saybrook, Connecticut, serving clients for over 60 years. Our practice extends beyond traditional tax preparation to offer comprehensive accounting, assurance, consulting, and outside accounting services tailored to individuals, businesses, and tax-exempt organizations. We prioritize long-term relationships, built on trust, collaboration, and a deep understanding of our clients financial and personal goals. Our teams expertise spans business growth planning, retirement strategies, college funding, and year-round financial guidance. With offices in Old Saybrook and Madison, we combine local community knowledge with professional rigor to deliver personalized solutions.Our commitment to transparency ensures clients receive clear, actionable advice aligned with their unique circumstances. We emphasize proactive financial planning, helping clients navigate lifes milestones with confidence. Our staffs decades of collective experience and dedication to continuous learning ensure we remain a reliable partner for evolving needs. By maintaining accessibility and a client-first approach, we aim to be more than accountantsserving as trusted advisors for every phase of our clients journeys.
Services
Assurance
Consulting
Tax Services
Outside Accounting
IRS Circular 230 Disclosure
Highlights and features
- We provide personalized, year-round financial guidance beyond tax season.
- Our team combines 60+ years of local community experience with technical expertise.
- We specialize in strategic planning for retirement, education funding, and business growth.
- We offer tailored accounting solutions for individuals, businesses, and nonprofits.
- Our client relationships are built on transparency, trust, and deep financial understanding.
Services
Assurance
Our assurance services verify the accuracy and reliability of financial records, giving businesses confidence in their reporting. We conduct thorough reviews of accounting systems to identify risks and ensure compliance. Clients benefit from tailored recommendations to strengthen financial controls and decision-making processes.
Consulting
We provide strategic consulting for business growth, retirement planning, and education funding. Our advisors analyze unique financial situations to develop actionable roadmaps for clients. This service helps individuals and organizations achieve long-term goals through informed financial decisions.
Tax Services
Our full-range tax services include preparation, compliance, and optimization strategies for individuals and businesses. We stay updated on tax law changes to minimize liabilities while ensuring proper filings. Clients receive proactive advice to structure their finances tax-efficiently throughout the year.
Outside Accounting
We manage bookkeeping and accounting functions for businesses needing external support. This service allows business owners to focus on core operations while we handle financial recordkeeping. Our team provides accurate, timely reports to support informed management decisions.
Questions
What services does WollackLewitz offer?
We provide assurance, tax planning, consulting, and outsourced accounting services for individuals, businesses, and nonprofits across Connecticut.
How can I prepare for my first appointment?
Bring all relevant financial documents, tax records, and a list of specific questions or goals you'd like to discuss during your consultation.
Do you serve clients outside of Connecticut?
While our offices are in Connecticut, we can assist clients in other states through virtual consultations and remote accounting support.
What makes WollackLewitz different from other accounting firms?
Our 60+ years of local experience, personalized approach, and commitment to year-round financial guidance distinguish us from transactional tax-focused firms.
Are your tax advisory services up to date with current regulations?
Yes, our CPAs maintain ongoing training about federal and state tax laws to ensure compliance and optimal strategies for clients.
