Overview

Offering tax and accounting services since 2016, PWM Tax & Accounting Services was created to bring the tax & accounting aspects of an individual’s financial lives together with the investment & insurance planning offered to clients of PWM Private Wealth Counsel - HollisWealth. Headed by Mike Tornopolski and Chris Kostyk, who are both CPA and CA professionals, business has been expanding since inception and has seen growth year over year. The majority of our client base is personal tax preparation, but have a significant amount of corporate clients that continue to have their taxes prepared and reviewed at PWM Tax & Accounting Services. This unique strategy of offering tax planning and preparation in conjunction with important investments & insurance decisions offered by PWM Private Wealth Counsel, making it simpler for clients to execute their financial plans while preparing to make their biggest financial decisions. This has proven to be quite beneficial for the majority of our clientele.