Let’s start with
a conversation.
Tell us a little about your circumstances and the tax or accounting support you’re looking for. We’ll follow up by email.
A brief overview is enough to begin. We can discuss the details and appropriate next steps together.
Send an inquiry
A direct introduction to the firm.
Two offices.
A personal welcome.
Please contact us to arrange an appointment before visiting. We’ll confirm the location and meeting details with you.
A few useful
starting points.
Who does Winslett CPA work with?
Our practice focuses on high-net-worth individuals and closely held business owners. Contact the firm to discuss your circumstances and whether our services are the right fit.
Can we work together throughout the year?
Yes. Alongside tax preparation, we offer year-round tax planning and ongoing accounting and bookkeeping support. We’ll discuss the scope that suits your needs.
What should I have ready for an initial conversation?
A general outline of your tax and accounting needs is enough to begin. We can then discuss which records and documents are relevant to the work. Please wait for instructions before sharing confidential financial information.
How do I arrange a visit to an office?
Send a message using the inquiry form and let us know whether you’d like to meet in Philadelphia or Miami. We’ll confirm the details with you before your visit.
Can you coordinate with my other advisers?
With your permission, we can coordinate with your financial adviser and attorney when their work intersects with your tax and accounting needs.