Seattle CPA | CaseyWolfer CPAs
Trusted Business


Tax, Audit, and Consulting

Specialized Areas of Practice

There are many ways we can bring our expertise to help your business. Listed below are some of the specialized areas in which we can help.



  • Partnership and individual tax planning

  • Family business tax planning

  • Preparation of reviews and returns

  • State & local tax consulting

  • Representation before the IRS or other authorities

  • Retirement planning

  • Estate and gift tax planning

Accounting/ Auditing

  • Audits

  • Compilations

  • Reviews

  • Agreed upon procedures

  • Forecasts and projections

  • Internal control studies

  • Financial analysis

  • Personal financial statements

  • Operational reviews

  • Investigations

Consulting Services

  • Stronger internal controls

  • Process review and benchmarking

  • Strategy development

  • Risk assessments

  • Enhanced process efficiencies

  • Advice on difficult moves like layoffs

Outsourced Accounting & Bookkeeping

  • Bookkeeping setup

  • Monthly bookkeeping (only offered with our tax services)

  • Reporting (e.g., margins, year-over-year, etc.)