Insights

Proactive Client Engagement Wilkinson, Wolfe & Associates emphasizes continuous client advice and multi-step planning throughout the year, indicating an openness to digital tools and services that enhance ongoing communication and proactive financial management.

Small Business Focus With a compact team and revenue under one million dollars, the firm targets small to medium-sized clients who may benefit from personalized, strategic accounting and tax planning services tailored to growth and asset protection.

Technology Utilization Employing platforms like Microsoft 365, PHP, and cloud services suggests a technology-savvy approach, providing opportunities to introduce innovative software solutions for workflow automation and client portal systems.

Growth Potential Despite modest revenue, the firm’s differentiated consulting model presents a growth avenue by expanding advisory services and leveraging digital marketing to attract clients seeking ongoing, value-added accounting assistance.

Market Differentiation The company's departure from traditional year-end models offers a strategic positioning advantage, making it appealing to clients who value continuous engagement and holistic financial planning, presenting opportunities for targeted marketing campaigns.

Wilkinson, Wolfe & Associates Tech Stack

Wilkinson, Wolfe & Associates uses 8 technology products and services including BootstrapCDN, jsDelivr, Microsoft 365, and more. Explore Wilkinson, Wolfe & Associates's tech stack below.

  • BootstrapCDN
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Microsoft 365
    Email
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • GoDaddy
    Web Hosting
  • Caddy
    Web Servers
  • Nginx
    Web Servers

Media & News

Wilkinson, Wolfe & Associates's Email Address Formats

Wilkinson, Wolfe & Associates uses at least 1 format(s):
Wilkinson, Wolfe & Associates Email FormatsExamplePercentage
FLast@wilkinsonwolfecpa.comJDoe@wilkinsonwolfecpa.com
50%
FLast@wilkinsonwolfecpa.comJDoe@wilkinsonwolfecpa.com
50%

Frequently Asked Questions

Where is Wilkinson, Wolfe & Associates's headquarters located?

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Wilkinson, Wolfe & Associates's main headquarters is located at 7 Water Street po Box 455 South Glastonbury, Connecticut 06073 United States. The company has employees across 1 continents, including North America.

What is Wilkinson, Wolfe & Associates's official website and social media links?

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Wilkinson, Wolfe & Associates's official website is wilkinsonwolfecpa.com and has social profiles on LinkedIn.

What is Wilkinson, Wolfe & Associates's NAICS code?

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Wilkinson, Wolfe & Associates's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Wilkinson, Wolfe & Associates have currently?

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As of April 2026, Wilkinson, Wolfe & Associates has approximately 2 employees across 1 continents, including North America. Key team members include Owner: B. W.. Explore Wilkinson, Wolfe & Associates's employee directory with LeadIQ.

What industry does Wilkinson, Wolfe & Associates belong to?

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Wilkinson, Wolfe & Associates operates in the Accounting industry.

What technology does Wilkinson, Wolfe & Associates use?

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Wilkinson, Wolfe & Associates's tech stack includes BootstrapCDNjsDelivrMicrosoft 365PHPBootstrapGoDaddyCaddyNginx.

What is Wilkinson, Wolfe & Associates's email format?

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Wilkinson, Wolfe & Associates's email format typically follows the pattern of FLast@wilkinsonwolfecpa.com. Find more Wilkinson, Wolfe & Associates email formats with LeadIQ.

When was Wilkinson, Wolfe & Associates founded?

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Wilkinson, Wolfe & Associates was founded in 2018.

Wilkinson, Wolfe & Associates

AccountingConnecticut, United States2-10 Employees

Wilkinson, Wolfe & Associates is the culmination of a small business background and national accounting firm experience. This blend of experience and ideologies allows us to bring a unique twist to the industry, and truly add value to all our client’s endeavors – be it business or personal.

 

We do this by stepping away from what traditional accounting firms use, and what we call “the year-end model”. This is when a client only interacts with their accountants when work has to be done. 



We differentiate ourselves by advising our clients on their business decisions throughout the year, including multi-step planning and evaluations which allows us to truly add-value to your business. This is accomplished through various types of structuring, which not only brings you the best tax benefit, but also provide asset protection to your life’s work.

Section iconCompany Overview

Headquarters
7 Water Street po Box 455 South Glastonbury, Connecticut 06073 United States
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2018
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Wilkinson, Wolfe & Associates's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Wilkinson, Wolfe & Associates's revenue is estimated to be in the range of $1M

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