Established experience.
Personal attention.
For more than two decades, Winslett CPA has brought a thoughtful, individual approach to tax and accounting.
A relationship
with perspective.
Behind every return and financial record is a person, a family, or a business with its own priorities. We believe good tax and accounting work begins with understanding that context.
Our practice focuses on high-net-worth individuals and closely held business owners. We bring personal tax matters, business interests, and year-round accounting into one considered conversation.
With offices in Philadelphia and Miami, our relationships are grounded in careful work and clear communication.
Thoughtful from
the first conversation.
Our approach is built around understanding your circumstances, establishing what you need, and staying connected as those needs change.
Listen & understand
We start with your circumstances and priorities, taking time to understand how your personal and business finances connect.
Define the work
We discuss the services you need and agree on a clear scope, including the records and information that will support our work.
Keep the conversation going
From preparation to planning, we stay attentive to the details and the changes that matter to your financial life.
Complex finances.
A personal relationship.
We work with individuals and families whose finances include investments, business ownership, and several sources of income, as well as owners of closely held businesses.
Whatever brings you to the firm, we begin by learning about your needs. We can then discuss whether our approach and services are the right fit.
Start the conversationGood decisions start with a conversation.
Tell us what matters to you. Send a brief inquiry, and we’ll discuss how our tax and accounting support can fit your needs.