He specializes in individuals, businesses, and organizations, providing a broad range of services that include personal financial planning, estate planning, and tax preparation/filing. Enterprises utilize Wassermann for new formations and entity selections as well as strategic/succession planning and cash flow management. He has experience representing clients in IRS and state audits, and he can help them take control of their day-to-day financial reporting through the setup and implementation of QuickBooks. He provides training and support for staff as well.