Business Details
Your Trusted Partner for Accounting Solutions in Shelton, WA
Wittenberg CPA, PS has served clients throughout the South Puget Sound region for over three decades, providing professional accounting, tax, and financial consulting services. Our team of certified professionals delivers personalized solutions tailored to the unique needs of individuals, businesses, and nonprofit organizations. With expertise in tax compliance, financial planning, and QuickBooks integration, we prioritize client education and long-term financial success.Our commitment to excellence is reflected in our 30+ years of experience, industry-specific knowledge across construction, healthcare, and law, and a client-centric approach that emphasizes transparency and responsiveness. We maintain rigorous professional standards while offering accessible, jargon-free guidance to help clients navigate complex financial landscapes with confidence.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Business Valuation
Estate Planning
IRS Audit Representation
Financial Consulting
Nonprofit Accounting
Cash Flow Management
Cryptocurrency Tax Reporting
Highlights and features
- We offer 30+ years of CPA expertise in tax and financial consulting
- Our team provides personalized QuickBooks ProAdvisor integration services
- Specialized knowledge serving construction, healthcare, and legal industries
- Proven track record with IRS audit representation and tax relief cases
- Client-focused approach with same-day response guarantee
What people say
Experienced, friendly staff
Rapid response
Superb support
Helped plan budget
No hidden fees
Services
Tax Preparation
Our comprehensive tax preparation services ensure compliance with federal and state regulations while maximizing deductions. We handle individual, business, and trust tax returns with specialized expertise in cryptocurrency reporting. Clients benefit from our proactive tax planning strategies that reduce liabilities and prevent audit risks through meticulous documentation.
QuickBooks Setup
We implement customized QuickBooks solutions for small businesses, including system configuration and cloud migration. Our services optimize financial workflows through tailored chart of accounts and automated reporting. Clients receive hands-on training and ongoing support to maintain accurate records and generate actionable financial insights for better decision-making.
IRS Audit Representation
Our CPA team provides expert representation during IRS audits, leveraging deep regulatory knowledge to protect client interests. We prepare documentation, coordinate communications, and negotiate resolutions for back taxes owed. This service includes audit risk assessment and implementation of compliance measures to prevent future issues.
Business Valuation
We deliver accurate business valuations for mergers, acquisitions, and succession planning. Our analysis considers market conditions, financial performance, and industry-specific factors. Clients receive detailed reports that support financing applications, partnership agreements, and strategic growth decisions while maintaining objectivity and adherence to valuation standards.
Payroll Services
Our payroll management handles tax filings, wage calculations, and compliance reporting for businesses of all sizes. We integrate with accounting systems to ensure accurate financial records while managing year-end reporting requirements. Clients receive proactive updates on regulatory changes affecting payroll obligations and employee classifications.
People
Michael Wittenberg
CPA/Owner
30+ year accounting professional with expertise in tax strategy and business consulting. Serves construction, healthcare, and legal industries. Active in local business organizations and community boards. University of Washington graduate with dual degrees in accounting and economics.
Kristy Coots
Staff Accountant
5+ years experience in payroll and excise reporting. Former small business owner with administrative management background. Provides accounting support for diverse clients while balancing family commitments and community involvement in youth sports.
Victoria Black
Staff Accountant
Accounting Technology graduate with experience in nonprofit bookkeeping. Handles payroll and tax reporting for local businesses. Combines professional expertise with outdoor recreation interests and family commitments in the Shelton area.
Pam Callea
Staff Accountant
Recent addition with background in Olympia-based corporate accounting. Provides financial review and reporting services. Applies Associates Degree in Accounting to support small business clients while maintaining active family life with east coast connections.
Samantha Tatum
Staff Accountant
Transitioned from nonprofit financial operations to full-time accounting role. Holds advanced degree in nonprofit management. Specializes in tax preparation and accounting reviews while balancing travel and family interests with two dachshunds.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including payroll processing, financial statement preparation, cash flow management, and internal control assessments tailored to small business needs.
How can you help with tax planning for individuals?
Our tax planning identifies legal deductions and credits to minimize liabilities. We analyze changing tax codes to optimize returns while preventing audit triggers through accurate documentation.
Do you offer QuickBooks training for new users?
Yes, we provide personalized QuickBooks training sessions for business owners and staff, covering system navigation, transaction entry, and report generation at your location or ours.
What's involved in business valuation services?
We analyze financial statements, market position, and growth potential to determine business value for sales, partnerships, or succession planning using industry-standard valuation methods.
How do you handle IRS audit representation?
We manage all IRS audit communications, prepare required documentation, and represent clients during proceedings to achieve favorable resolutions while explaining audit findings in plain language.
Can you help set up accounting systems for new businesses?
Yes, we establish complete accounting systems including chart of accounts, reporting structures, and software integration to ensure accurate financial tracking from business inception.
