Gregory Wozniak is a partner in the firm's Accounting & Business Services division. He has a strong business relationship with his clients servicing various industries including, manufacturing and distribution companies, professional service organizations, alternative investment companies, real estate and closely held companies with local, national and international operations.
Mr. Wozniak works hand in hand with company management, owners of closely-held businesses and high net worth individuals providing tax consulting and financial statement preparation services. He advises clients on various business strategies ranging from start-up companies to planning the sale of their business and succession planning. He has assisted in review of shareholder agreements and operating agreements, projected financials for capital funding and banking needs for those in the beginning phase of operations and growing companies.
He has assisted with complex issues including structuring sales of companies, estate and retirement planning, family wealth preservation and transfer to future generations.
As a trusted advisor he provides a wide range of business and tax consulting, tax compliance and assurance and accounting services for individuals, corporations and partnerships.
Mr. Wozniak also reviews existing operations to improve efficiencies and performs financial budgeting, cash flow projections and internal control reviews.
Mr. Wozniak fundamentally believes that business relationships are the key to success. Within the New York City and Long Island professional communities he has developed a vast array of business connections with those in law, banking, insurance, bookkeeping and many other areas. This access to trusted experts helps meet the needs of his clients, as necessary.
A recognized business and tax expert, Mr. Wozniak is a consistent source and subject matter expert, interviewed by various national and local media outlets.
Mr. Wozniak has been with the firm for 26 years and has a graduate degree from Virginia Tech.
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
Bachelor of Science, Accounting