Welinsky and Welinsky CPAs
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Welinsky and Welinsky is a small, CPA-led practice that serves primarily individual (non‑high‑net‑worth) clients, providing accounting, tax, and related financial advisory services. The firm operates with a compact advisory team and a limited client roster, concentrating on professional tax and accounting work alongside client financial guidance.
The firm does not provide portfolio management services for individuals and does not use percentage‑of‑assets‑under‑management fees, so its advisory role is oriented around planning and tax‑related advice rather than discretionary investment management. With three advisors serving roughly ten clients, its engagement model tends toward direct, hands‑on interactions that integrate accounting and advisory tasks.
What distinguishes Welinsky and Welinsky from most supported firms is its identity as an accounting firm delivering advisory services—a characteristic that is relatively rare among peers—and the presence of advanced tax credentials on staff (MST among the CPAs). The combination of a very small client base, a non‑HNW client focus, and the absence of AUM‑based portfolio services makes its service mix and fee approach atypical in this group.
Client services
Main office
See officeCliffside Park NJ
Advisors at this office
1
Offices (2)
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Beth G
Series 65
Cliffside Park, NJ
Welinsky and Welinsky CPAs
Beth Guttman is a Series 65-licensed financial advisor with Welinsky and Welinsky CPAs in Cliffside Park, NJ. She has been with the firm since 2014. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity, serving primarily individual, non–high-net-worth clients. The firm focuses on tax, accounting, and referral services rather than direct portfolio management.
Steven W
Series 65
Cliffside Park, NJ
Welinsky and Welinsky CPAs
Steven Welinsky is a financial advisor at Welinsky and Welinsky CPAs with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1984. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity. The firm serves mainly individual, non–high-net-worth clients and focuses on tax, accounting, and referral services rather than direct portfolio management.
Eileen W
Series 65
Cliffside Park, NJ
Welinsky and Welinsky CPAs
Eileen Welinsky is a Series 65-licensed advisor with over 21 years of industry experience. She has been with Welinsky and Welinsky CPAs since 1984, a firm she continues to work at in Cliffside Park, NJ. Welinsky and Welinsky CPAs is a certified public accounting firm that provides tax and accounting services and operates in an investment-adviser capacity. The firm serves mainly individual, non–high-net-worth clients and focuses on tax, accounting, and referral services rather than direct portfolio management.
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