WENDLANDServices
A lakeside cabin beneath mountain light

Bellmore, New York

The accounting and tax quarterback for complex households.

Independent work for families of roughly $10 million to $150 million in net worth, often across several entities. One senior professional. Usable books. Tax planned in October, not discovered in April.

Request a paid diagnosticSee the work

Who it is for

Households that have outgrown a volume shop.

  • Principals with one to many entities, trusts, and a live advisor bench.
  • Books that must close every month, not once a year for the return.
  • Tax that should be mapped in the fall, while there is still time to act.

Who it is not for

Clear limits.

  • A volume tax shop. We do not run a seasonal 1040 factory.
  • An RIA. We do not manage capital or sell investments.
  • A law firm. Counsel stays with your attorney.
  • An attest firm. We do not issue audits or reviews.
  • A family office that holds and manages the assets. We keep the books. We do not take the keys.

What we do

Books you can use. Tax you can plan.

Household general ledger, multi-entity close, bill-pay oversight, cash reporting, 1040 coordination, an annual tax map, and scoped project work. One person on the file. Not a junior handed the work after the pitch.

Work

Four ways in.

All work

Household Foundation

For 1 to 3 entities. The household gets a close, a ledger, and a cash picture it can actually use.

Family Office CAS

For 3 or more entities. Multi-entity books, a family package, and a vault for the file the advisors all need.

Tax Planning

The annual tax map, entity and trust planning with your counsel, estimates, and return review or prep.

Project / Event

A sale, a gift, a cleanup, a new office. Scoped, then billed as a fixed fee.

A canal-side stone building

The promise

One senior professional.

Marcel Wendland is on the work. Usable books. Tax planned in October, not discovered in April. That is the whole offer.

About

Start

A paid diagnostic. Not a public calendar.

Write with the household, the entities, and the timing. We reply with the next step. There is no online booking grid.