Business Details
Your Trusted Partner for Accounting & Tax Solutions in Monroe, NY
For years, Yoel Wagschal, CPA, P.C has provided personalized financial guidance to individuals and businesses in Monroe and beyond. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. As a leading firm in the region, we combine deep industry knowledge with a commitment to client relationships, ensuring every client receives tailored analysis and attention.Our team of seasoned professionals adheres to the highest standards of excellence, delivering timely and competent advice to help clients maintain financial viability and achieve long-term goals. We pride ourselves on our reputation for reliability, technical proficiency, and proactive problem-solving, built through decades of dedicated service to the local business community.
Services
Accounting Services
Tax Planning
Payroll Services
Audits and Reviews
Litigation Support
Financial Statements
Bookkeeping
Business Tax Returns
Highlights and features
- We have decades of experience in accounting and tax services for individuals and small businesses.
- Our team combines technical expertise with personalized client-focused financial strategies.
- We specialize in audits, tax planning, and litigation support tailored to client needs.
- Our firm is a Monroe-based leader with a proven track record of client satisfaction.
- We prioritize proactive financial planning and compliance with evolving regulations.
Services
Accounting Services
We deliver comprehensive accounting services, including general ledger maintenance, financial statement preparation, and system setup. Our solutions ensure accurate record-keeping and strategic financial insights for small businesses. Services also cover cost-containment strategies and employee benefit plan consultations.
Tax Planning
Our tax planning services focus on minimizing liabilities through long-term strategizing and annual forecasting. We assist individuals and businesses with compliance, deductions, and proactive tax-saving opportunities aligned with evolving regulations.
Payroll Services
We manage complete payroll solutions, including tax withholdings, federal/state filings, and W-2/1099 preparation. Our services ensure compliance and accuracy for small businesses, saving time and reducing administrative burdens.
Audits and Reviews
We conduct audits, reviews, and compilations to validate financial data accuracy. Audits provide high assurance for third parties, while reviews offer limited assurance through analytical procedures and inquiries.
Litigation Support
Our litigation support includes financial investigations, business valuations, and fraud analysis. We assist in legal matters such as bankruptcies, marital dissolutions, and commercial disputes with expert testimony and detailed reporting.
People
Yoel Wagschal
CPA
Yoel Wagschal is a certified public accountant with decades of experience in tax management, audits, and financial planning. He leads a team dedicated to delivering personalized financial solutions and building long-term client relationships.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, bookkeeping, payroll processing, and financial statement preparation for small businesses and individuals.
Do you assist with tax planning and preparation?
Yes, we offer individual and business tax return preparation, along with long-term and annual tax planning strategies to minimize liabilities.
What areas do you serve?
We primarily serve Monroe, NY, and surrounding regions, supporting local businesses and residents with financial services.
Can you help with litigation support or forensic accounting?
Yes, we provide forensic accounting, business valuations, and litigation support for financial investigations and legal cases.
