The following list reflects the primary services and solutions provided by WZ. Although it’s not comprehensive, this list does reflect the broad band of services and solutions we provide.

WZ possesses in-depth and broad experience in applying the primary services and solutions for small & midsized businesses of all kinds, real estate management and investment firms, not-for-profits, labor unions and funds, as well as individuals.

An ‘Accounting Beyond the Numbers’ Snapshot
By achieving an optimal asset allocation a WZ client received a $4,000,000 refund they would not have otherwise achieved.

The Primary Solutions

Accounting Services & Solutions

  • Audit Services
  • Reviews & Compilations
  • Bookkeeping/Write-Up
  • Financial Statements
  • Financial Forecasts & Projections
  • Cash Flow & Budgeting Analysis

Tax Services

  • Tax Planning
  • Tax Projections
  • Tax Preparation
  • Tax Audit Representation
  • Sales Tax Services
  • Estate & Trust Tax Preparation

Audit Services

  • Financial Statement Audits
  • Internal Control Audits
  • Forensic Audits
  • Employment Benefit Audits

Financial Planning & Wealth Preservation

  • Bankruptcy Consultations
  • Trust & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Trusts and Estates Tax Preparation

Financial & Business Consulting

  • Business Succession Planning
  • Business Valuations
  • Buying & Selling a Business
  • Accounting Software Selection & Implementation
  • Pension & Profit Sharing Plans
  • Investment Review
  • Payroll Services
  • Debt & Financing Services
  • Business Entity Tax Structure Selection
  • Management Advisory Services

Labor Organizations & Taft Hartley Plans

  • Audits of Multi-Employer Benefit Plans
  • Preparation of Forms 990 & 5500
  • Preparation of LM2’s, LM3’s and Related Forms
  • Expense Allocation Studies
  • Representation at DOL Examinations

Nonprofit & OMB Circular A-133 Services

  • Not-for-Profit Audits
  • Audits Pursuant to Government Accounting Audit Standards
  • Allocation of Functional Program Expenses

If you don’t see a solution or service that’s of interest to you reflected above, please talk to us about it. In all likelihood we either provide the solution or can recommend a provider that does.