Business Details
Custom Tax & Accounting Solutions for Small Businesses
Soloway Advisory has been delivering expert tax and accounting services for over 55 years, specializing in tailored solutions for individuals and small businesses. Our team of certified professionals prioritizes trust, expertise, and confidentiality, ensuring clients receive strategic guidance to minimize tax burdens and maximize profitability. With deep industry knowledge in sectors like real estate, contracting, and retail, we provide year-round compliance support, business advisory coaching, and customized accounting systems.Our commitment to personalized service and proven processes has fostered long-term client relationships, driving our growth through referrals. We emphasize transparency, accuracy, and proactive planning to help clients navigate complex financial landscapes with confidence.
Services
Tax Returns
Business Advisory
Accounting
Payroll Services
Sales Tax Services
Highlights and features
- We offer over 55 years of experience in tax and accounting services.
- Our team provides personalized business advisory coaching for strategic growth.
- We specialize in industry-specific solutions for contractors, real estate, and retail.
- Our services include year-round tax planning to ensure compliance and efficiency.
- We guarantee accurate preparation of federal, state, and local tax returns.
Services
Tax Returns
We prepare federal, state, and local tax returns for individuals and small businesses. Our experts ensure compliance while identifying deductions to minimize liabilities. With tailored strategies, we handle complex filings for diverse industries, including real estate and contracting, to optimize tax outcomes.
Business Advisory
Our advisory program offers one-on-one coaching to enhance business efficiency. We analyze entity structures, cash flow, and tax projections to create actionable plans. Regular reviews adapt strategies to evolving needs, ensuring long-term profitability and compliance for entrepreneurs.
Accounting
We provide full-service accounting solutions, including QuickBooks support and quarterly reconciliations. Our systems streamline financial tracking, ensuring accurate records for informed decision-making. Customized processes cater to businesses requiring outsourced data entry or partial support.
Payroll Services
We manage payroll tax reporting and filings, including W-2s and 1099s. Partnering with ADP and Paychex, we ensure seamless processing and compliance. Services range from after-the-fact reporting to comprehensive payroll management tailored to business needs.
Sales Tax Services
We prepare sales tax returns for annual, quarterly, or monthly filings. Integrating with POS systems like Shopify and Square, we simplify compliance. Expertise spans multi-jurisdictional reporting to reduce administrative burdens for retail and e-commerce clients.
People
David Soloway
President
David Soloway leads Soloway Advisory with decades of experience in tax strategy and business advisory. He focuses on delivering client-centric solutions that enhance financial efficiency and compliance.
Denise E. Chiarella
Tax Advisor / Office Manager
Denise E. Chiarella manages tax advisory and office operations, ensuring seamless client service. Her expertise in tax compliance and organizational leadership supports Soloway Advisory's commitment to accuracy and efficiency.
Diane Wolper
Tax Advisor
Diane Wolper specializes in tax advisory services, providing strategic guidance to individuals and businesses. Her focus on personalized solutions aligns with Soloway Advisory's mission of minimizing tax liabilities.
Barbara Mastroddi
Tax Advisor
Barbara Mastroddi offers expert tax advisory services, leveraging industry knowledge to optimize client outcomes. Her approach emphasizes compliance and proactive planning for long-term financial success.
Questions
What services does Soloway Advisory offer?
We provide tax returns, business advisory coaching, accounting, payroll, and sales tax services for individuals and small businesses.
How can Soloway Advisory help my business?
Our team offers customized strategies to improve tax efficiency, streamline accounting, and support growth through personalized advisory services.
What industries do you specialize in?
We specialize in real estate, contracting, retail, and freelance sectors, offering tailored solutions to meet industry-specific challenges.
What is the BOI filing requirement?
The Beneficial Ownership Information (BOI) filing under the Corporate Transparency Act requires businesses to report ownership details by March 21, 2025.
Reviews (7)
Jennifer Culver
Apr 23, 2022
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I have been a client of Soloway for 20+ years. They are knowledgeable, professional, efficient and friendly! The staff is wonderful and David Soloway is the upmost professional! I would never go anywhere else.
Kimberly Canino
Mar 23, 2022
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Denise has been doing my taxes for 20+ years. She always has my best interests at heart and will make sure she gets all of the information she needs to get me the best return!
Lynn Doherty
Mar 16, 2022
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Diane Wolper has been doing taxes for the past couple of years. She does a great job and in a timely manner. I have recently recommended Diane to a friend, who needed a new person to do their taxes. I had no hesitation in recommending Diane. Thank you Lynn Doherty
Jodi Crisci
Mar 14, 2022
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My Soloway accountant made a big mistake (NOT in my favor) on my returns. So disappointing - I really thought I was receiving professional service when choosing Soloway - Guess NOT - time to switch accounting firms!
Debbie Vanderwaag
Mar 09, 2022
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Had a great experience getting my taxes done by Soloway. Diane was great efficient and so helpful. Made getting my taxes done pleasant! Will definitely be my go to place every year. Thanks to all for a pleasant experience. The entire office was great.
Lisa Marotta
Mar 04, 2022
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Working with Soloway Advisory and Denise was SUCH a wonderful experience. When being a new business owner, handling paperwork and taxes can be extremely overwhelming. They really took control and guided me with everything I needed which made me not stress once during this process. I appreciate all their hard work and will continue to work with them!
Lorin Sepetci
Feb 04, 2022
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Victoria is absolutely excellent! She was so patient and understanding of all my needs. She was fast and reliable. My first time with the company, and I will for sure return for all my financial needs!
