Business Details
Trusted Accounting and Tax Services in Lynbrook, NY
At Wolfsohn Financial Services, we have dedicated over six decades to delivering exceptional accounting, tax preparation, and consulting services tailored to meet the evolving needs of our clients. As a family-owned business, we combine hands-on management with cutting-edge technology to serve a diverse clientele, including multinational corporations, small businesses, and individual taxpayers. Our commitment to excellence is reflected in our annual 100+ hours of staff education, streamlined business setup processes, and specialized services like IRS levy abatement.With offices in Lynbrook, New York, and seasonal expansions across the tri-state area, we pride ourselves on fostering long-term relationships built on trust, expertise, and personalized attention. Our teams dedication to staying ahead of tax law changes ensures clients receive accurate, forward-thinking financial guidance year-round.
Services
Tax Preparation
Business Start-Ups
Audit Representation
Corporate Tax Returns
Estate Tax Returns
Payroll Tax Returns
Notary Services
Financial Statements
Worldwide Expat Tax
Levy Abatement
Highlights and features
- We offer 60+ years of experience in accounting and tax services.
- Our family-owned business combines hands-on management with modern technology.
- We specialize in IRS levy abatement and audit representation.
- Our team attends 100+ hours of tax education annually.
- We streamline business setup processes for fast, efficient service.
What people say
Expertise, patience and humor
Responsive team
Fast turnaround
Personalized guidance
Makes taxes fun
Services
Tax Preparation
We prepare individual, corporate, and estate tax returns with precision, leveraging advanced tools and 60+ years of expertise. Our team stays current with evolving tax laws to ensure compliance while maximizing deductions. Clients benefit from personalized guidance to navigate complex filings with confidence.
Audit Representation
Our specialists advocate for clients during IRS audits, combining legal knowledge with negotiation skills to resolve disputes efficiently. We handle communication and documentation, minimizing stress while protecting your financial interests through proven compliance strategies.
Business Start-Ups
We guide entrepreneurs through business formation, from selecting legal structures to setting up accounting systems. Our streamlined process ensures regulatory compliance and financial organization, giving new ventures a solid foundation for long-term success.
Levy Abatement
We assist clients facing IRS or state tax levies by negotiating payment plans and abatement options. Our expertise in tax law helps reduce penalties and resolve collection issues, restoring financial stability with tailored solutions.
Worldwide Expat Tax
We prepare U.S. tax returns for expatriates and foreign nationals, addressing complex cross-border financial situations. Our services ensure compliance with reporting requirements while optimizing tax benefits for global clients.
People
Jonathan Wolfsohn
Owner
Jonathan Wolfsohn leads Wolfsohn Financial Services with decades of experience in accounting and tax advisory. He specializes in client-focused solutions, combining technical expertise with personalized service to navigate complex financial challenges.
James Pollio
James Pollio contributes to Wolfsohn Financial Services with specialized accounting knowledge, supporting clients in tax compliance and financial reporting.
Mahendra Bhandari
Mahendra Bhandari provides accounting expertise at Wolfsohn Financial Services, assisting clients with accurate financial documentation and regulatory compliance.
Stephen Amodio
Bookkeeper
Stephen Amodio manages bookkeeping operations, ensuring precise financial records and streamlined accounting processes for Wolfsohn Financial Services clients.
Mirian Tolentino
Mirian Tolentino supports Wolfsohn Financial Services administrative operations, delivering efficient client communication and office management.
Questions
What accounting services do you offer?
We provide tax preparation, audit representation, financial statements, payroll processing, and business startup consulting tailored to individual and corporate needs.
Do you handle complex tax situations?
Yes, we specialize in IRS levy abatement, estate taxes, and expat tax filings with expert guidance for unique financial scenarios.
How can you help new businesses?
We streamline business setup from legal structure to bookkeeping systems, ensuring compliance and financial organization from day one.
Are your services available outside New York?
While based in Lynbrook, we serve clients nationwide through digital tools and seasonal offices in Manhattan and Hauppauge.
What sets you apart from other firms?
Our 60+ years of experience, family-owned approach, and 100+ annual hours of staff tax education ensure unmatched expertise and personalized service.
