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What Services We Offer
The Benjamin Wolf Group provides world-class “Proactive” financial solutions for individuals and businesses. This includes tax planning, tax preparation, tax consulting, accounting, and business advisory services. We are masters in using the tax law to help our clients retain their wealth.
Tax Planning
Too many taxpayers are not taking advantage of all available opportunities to reduce their taxes. We’ll work with you to develop a tax minimization plan consistent with your goals and objectives.
Bookkeeping
Customizable services dependent on your needs. By ensuring the continuity and accuracy of financials, businesses can focus on operations without day-to-day financials being neglected.
Business Tax Prep
Professional preparation regardless of entity type, we don’t just fill out the forms, we leverage the tax code to maximize savings and minimize tax liability while considering your future goals.
Outsourced CFO
Our fractional approach is cost effective and helps you create best practices and accurate financials to strategically plan for the short & long-term future of your company.
Individual Tax Prep
We ensure our clients are able to take advantage of every tax credit & deduction available with thorough preparation. Asking all necessary questions so nothing is missed.
Business Consulting
Whether you want to form a new business entity or shut one down, we can help with that and everything in between. This service ensures your business is operating decently and in order.
Services
Personalized approach
At our firm, we ensure that our tax CPAs can dedicate attention to your account by limiting the amount of clients we accept. Our business is not about accumulating the most clients. Instead, it is about creating the most value for our clients..
WHAT ARE YOU WAITING FOR?
First and foremost, as a client or potential client you need to understand that this is a no judgment zone!
We know having someone comb through your numbers and hear about your personal and business finances can sometimes feel like you’re airing out your dirty laundry. And to some, maybe that’s relieving but to others, that’s probably scary as heck! Good news: whatever it means to you, we’re here to help.
We have seen it all. Literally. We’ve had clients come to us so organized we wonder why they need us. We’ve had other clients come to us who haven’t filed taxes in 20+ years and have shoeboxes (that is not a figure of speech. They literally have shoeboxes filled with receipts) that we get to dig through. So, whether you’re feeling excited or scared or relieved, it’s okay, we’re here to accept you with open arms!