Gerald F. Wolanin, CPA
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WILOUGHBY HLS, OH & Online
About
Specilazing in retirement planning, including tax favorable investment opportunities.
Also specialize in accounting and taxation services for small businesses, including employee benefit program design and implementation.
Highlights
Hired 1 time
1 employee
46 years in business
Serves WILOUGHBY HLS, OH
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
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Frequently asked questions
What is your typical process for working with a new customer?
Obtain a general understanding of the client's needs. Initial consultation can be made in person, by phone or e-mail.
What education and/or training do you have that relates to your work?
BSBA in accounting and finance. Licensed CPA since 1982. Licensed life and health insurance agent since 1999