WZ Accountants

10/28/2026

Happy ?0th birthday to our tax intern, Mary Dana Cooper! We hope your ?0th chapter is the best one yet! 🎂

10/14/2026

👵🧓

JUST IN: Social Security benefits will increase 3.6% beginning in January for more than 70 million recipients, the Social Security Administration said.

The cost-of-living adjustment ensures benefits keep pace with inflation. https://abcnews.visitlink.me/7AlWdN

10/14/2026

🤔

10/14/2026

We did our part today and ordered lunch from Christina's! Order some food or go out to eat and support local restaurants AND People's Place at the same time! 🙏

The countdown is on! 🎉🍽️

Dine Out for People’s Place is happening Wednesday, October 14! Treat yourself to breakfast, lunch, dinner, drinks, or something sweet at one of these generous participating businesses:

The Anchorage • Brickmen • Chipotle • Chleo • Christina’s • The Cornell • Deitz Diner • Desing’s • Hickory BBQ • Kingston Candy Bar • Kingston Standard • Little Italy • Lola’s Pizza • Market Street • Mill & Main • Mirador • Panera • Peekamoose • Phoenicia Canteen • Rough Draft • Santa Fe Uptown • WestKill Supply • Yum Yum Woodstock

With so many wonderful options, the hardest part will be deciding where to go! You could even visit more than one throughout the day. 💙

Every meal helps support People’s Place and our work serving individuals and families throughout our community. Please dine out, bring a friend, and show these amazing local businesses how much we appreciate their support!

10/03/2026

🍂 Join us at the table for Harvest of Hope! 🍂

Celebrate an afternoon of community and generosity while helping People’s Place feed, clothe, and support our neighbors throughout Ulster and Dutchess counties.

Sunday, November 1, 2026
BLACKBARN Hudson Valley

Enjoy delicious food, b**r and w**e, music, and exciting live and silent auctions as we recognize this year’s wonderful honorees:

✨ Kim Klomm — Community Volunteer
✨ Mary Tuma — People’s Place Volunteer
✨ John Krenek & Jami Niblock of Exit Nineteen — Business Support

Your support helps bring nourishing meals, essential resources, and compassionate care to those who need them. Gather your friends and join us for a celebration with a purpose!

Tickets and sponsorship opportunities:
https://www.peoplesplace.org/harvest-of-hope/

10/01/2026

Looking for a new accountant and wondering if WZ Accountants might be the right fit for you? 🤓

Now is the time to reach out! 📩📲📞

As our firm continues to grow, we want to make sure that growth never comes at the expense of the service, communication, and personal attention our clients expect from us. 💚

That’s why we will not be accepting new clients after December 31st for the upcoming tax season. ⌛️

If you’ve been thinking about making a change, please schedule an appointment with us before 12/31 so we have time to meet, learn a little about you, and make sure we’re a good fit for each other.
After January 1st, our team’s focus will shift fully to taking care of our existing clients and getting ready for tax season. 💚

🧐 Don’t wait until tax season to start looking!

Reach out now to get on our calendar! 📆

WZ Accountants
Where you are more than just a number! 💯💚

09/28/2026

📢 New team member alert!

Mary Dana Cooper
TAX OPERATIONS INTERN

Mary Dana has joined our team while pursuing her Master of Science in Taxation at SUNY Albany (expecting to graduate in May 2027), where she also serves as a Graduate Teaching Assistant in Financial Accounting. She graduated summa cm laude with a Bachelor of Science in Quantitative Economics and Data Analysis, along with a double minor in Business and English.

Before entering the accounting world, Mary Dana spent twenty years building and operating her own yoga instruction business, teaching classes, workshops, and instructor training programs both nationally and internationally. As a small business owner, she gained firsthand experience in bookkeeping, client management, billing, and the many responsibilities that come with running a business.

At our firm, Mary Dana assists our tax professionals with tax-specific administration work, tax return preparation, reviewing client information, identifying missing documentation, and keeping our digital tax processes running smoothly. Her background in business ownership, combined with her analytical skills and accounting education, brings a unique perspective to our team.

Mary Dana lives in Kingston with her husband, Justin.

09/25/2026

🌟 Out of the office and into the mountains for a little leadership development! 🏔️

This week, Rose Woodworth, Emily Brooks, and Zachary Sussin had the opportunity to attend the kickoff retreat for the 2026–2027 Leadership Ulster program at the beautiful Mohonk Mountain House! We even had a surprise guest appearance from Jordan Davis! 💚

We spent two incredible days stepping outside our comfort zones, building trust, connecting with other local leaders, and learning a little more about ourselves (and each other!) along the way.

From team-building exercises with Michael Bednarz and mindfulness with Dr. Nina Smiley to an inspiring presentation by Jay Rifenbary on returning to our core values, we came away with plenty to think about and even more to bring back to WZ Accountants.

Building a great business starts with building great leaders. As our firm continues to grow, so does our commitment to creating a workplace built on trust, integrity, accountability, and putting people first.

One of the things we love most about this experience is the opportunity to connect with people who are just as passionate about making our local community a better place to live and work.

A huge thank-you to the Ulster Chamber Foundation, Mohonk Mountain House, M&T Bank, and everyone who made these two days possible!

Here's to new friendships, personal growth, and bringing some fresh ideas back to the office. And maybe a few more team-building exercises for the rest of our staff. 😉💚