Firm Profile

Wolf Weissman CPA's, P.C. (Wolf Weissman) has been serving clients in the New York City metropolitan area since 1986. Although we may be located in midtown Manhattan we service a worldwide client base. Our knowledge of tax laws and financial planning concepts enables us to provide our clients with the expert advice and service they require regardless of where they reside.

Since our inception, we have remained true to simple principles:

• We listen to our clients.
• We establish clear, open communication, dedicating ourselves to outlining and determining precise and consistent client objectives.
• We focus on meeting those objectives and providing value to our clients.
• We strive to develop and maintain long-term relationships.
• We are proactive, responsive and committed to client success.

Mission Statement

Our mission is to help clients maintain viability in the present, while taking a rigorous approach to desigining future client goals. Our dedication to fostering the highest level of confidence and trust in our client relationships has earned us the respect of the business and financial community. We believe this is a direct result of our expertise and our team-oriented approach, where we work together to solve problems and deliver results to our clients.

Our Philosophy

Wolf Weissman prides itself in its ability to provide personalized service in a timely manner. We are committed to working with you to develop a strategy that suits your needs and assists you in achieving your financial goals. As independent consultants we are suited to objectively assess your needs and assist you in implementing a comprehensive personal financial program. As part of our team the firm has access to bankers, attorneys, agents/managers, investment advisors, insurance agents, and pension specialists who work in tandem with us to help you reach your goals.

Your Financial Team

Conclusion

As the quarterback of your financial team we can assist you with defining your goals, implementing your plan, and ultimately reaching your financial goals.

We welcome the opportunity to meet with prospective clients and we would like to thank our current clients for their past patronage and confidence.