M. Wesolowski, James Cpa, P.A.

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Financial Planning Consultants, Accountants-Certified Public, Accounting Services

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31 Years

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(239) 574-4449Call Visit WebsiteVisit Website Map & DirectionsDirections2002 Del Prado Blvd S Ste 205Cape Coral, FL 33990 Write a ReviewWrite Review

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Phone: (239) 205-3703

Phone: (239) 205-3724

Phone: (239) 574-5082

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Business Services Compilations Individual Services Retirement Planning Reviews

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http://www.jwesocpa.com

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Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Bookkeeping, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (239) 574-4449

Address: 2002 Del Prado Blvd S Ste 205, Cape Coral, FL 33990

Website: http://www.jwesocpa.com

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M. Wesolowski, James Cpa, P.A.

Tax Planning
Tax planning is the business of establishing a pre-planned or pre-set strategy to help minimize your taxes or maximize your tax returns. Planning is the key to successfully and legally reducing the amount of your liabilities. Liability, simply put is the money you owe or pay.
Estate Taxes
IRS Representation
IRS representation, should you have the misfortune to be audited by the IRS, may be the only way to reduce or possibly eliminate unexpected tax issues. Perhaps, you owe back taxes that you cannot pay or you have unfiled tax returns, or your wages and your bank account have
Tax Services
Business tax returns and the required tax filing rules are determined by whether you operate as an LLC, an “S” corporation, a “C” corporation, partnership or a sole proprietor. Many tax laws are specific to your business. Business tax rules can be complicated and require the expertise of a CPA to ensure your best tax advantage. We have an entire page dedicated to Business Tax Preparation that you can visit by
Tax Deductions
Tax laws are complicated making filing even a relatively simple return confusing. It’s just too easy to overlook deductions and credits to which you are entitled. The office of James M. Wesolowski, CPA, P.A. can help you understand and claim possible tax deductions for such items as...
Income Tax
Tax Return Preparation
Tax return preparation for some US taxpayers may be very simple to calculate and file. W-2’s and 1099s are pretty straightforward. Income from partnerships or S-Corps can be challenging. For those taxpayers that have a family, own a home and other assets or even operate a business, knowing and understanding all the rules and state or federal laws can make a difference on your tax refunds.
Business Tax Return Preparation
Depending on the form in which your business operates, will by tax law, dictate what tax rules you must follow when filing your required business tax return. Whether your business is an LLC, an “S” corporation, a “C” corporation, partnership or a sole proprietor determines the many tax rules specific to your form of business.

Wealth Management
Successful estate planning requires a thorough understanding of your goals, objectives, and motivations. We visit with each client at the onset of our relationship, and again at each milestone in your financial life. During these meetings, we listen to your goals and needs, and then we work with you to build your tax, estate, financial planning and wealth management roadmap.

Accounting Services
We offer a three-step approach to our business consulting services. First, we work with you to understand your business, your goals, and your current projected operating cost. Understanding your current environment and your goals help develop a strategy for your business. Second, we develop some measurable daily, weekly and monthly strategies to help guide and keep you on track. Third, we don’t just help you set some goals. We are here to help and guide you every step of the way. Let’s face it if your business was operating at its peak profitability you probably would not need our assistance. Perhaps, you need minimal assistance, or you need full-service monthly bookkeeping. We can tailor a business consulting plan that meets your needs.
Bookkeeping Services
The accounting and bookkeeping services by James M. Wesolowski, CPA, P.A. encompass all the stages of the accounting process. With the help of timely, accurate, and complete financial data we can aid you and your business in making sound financial business decisions.

Financial Planning
Personal Financial Specialist – PFS, a CPA must be an active member of the AICPA, have at least three years of financial planning experience, meet all the requirements of the study of estate planning, retirement planning, investing, insurance and other areas of personal financial planning and pass a written exam.
Retirement Planning
Living Trusts
Working with an estate attorney, basic estate planning usually includes a provision assigning a power of attorney to a designated person or representative, creating a will, and a living trust. Tax planning and understanding the federal and state tax laws regarding estates is vital. Ensuring your family understands how to proceed with your estate and trust is an important aspect to avoid stress, confusion, and disputes.
College Funding

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