Hand typing on a printing calculator

While our planning and consulting services enable us to alert clients to tax savings opportunities, we also keep you in compliance with laws and regulations to minimize your tax liability. Far more than simply numbers on a form, our compliance and tax preparation services are the culmination of detailed planning, in-depth and up-to-date knowledge of tax laws, research and current knowledge of our clients' situations coupled with the application of our efficient and practical approach. We can navigate the issues that arise from working with multiple states and municipalities, as well as compensation issues related to options, grants, and ownership.

Our team consists of seasoned professionals with many years of combined accounting and tax experience. You and your company will be working directly with these professionals rather than with the entry-level staff accountants of other firms. We do not have "layers" of staff like all large and medium-size accounting firms have, resulting in a greater value for every dollar invested in the accounting and tax compliance.

All Umbreit, Wileczek & Associates tax clients enjoy services that are designed to provide knowledgeable advice, a proactive approach, and a focus on tax minimization, including:

  • Complete Preparation of Returns
  • Expert Deductions Advice
  • Shelters
  • State-of-the-Art Automated Tax Preparation
  • Strategy/Planning

Friends Association for Care & Protection of Children has worked with Umbreit & Wileczek for many years. Our annual audit and tax returns are prepared professionally, efficiently and timely.

Catherine Friedman, Executive Director

Contact Us

To find out how Umbreit, Wileczek & Associates can help you develop a clear roadmap to success through client auditing services, schedule a consultation today.