EMPOWERING SMALL BUSINESS OWNERS WITH YEAR-ROUND PROACTIVE TAX PLANNING AND CUSTOMIZED ACCOUNTING STRATEGIES TAILORED TO YOUR UNIQUE GOALS
Going beyond the ordinary to help you achieve your dreams
Our Services
Year-Round Tax Planning
It provides stability, foresight, and helps maximize profitability.
Client accounting services
Client accounting services done with you, or done for you, depending on your needs. Accurate financial statements are the building block of all small businesses.
Tax Preparation
Everyone needs to have a tax return prepared, might as well make sure its done correctly.
Hear from others just like you
Zachary Lucio
Precision Renovations SF
“Mr. Wolfman is the best! I dont say that lightly. He is extremely knowledgeable and always available, otherwise he will get right back to you. His professionalism is A Class. From my personal experience, Marlon was helpful before i even hired him. He goes above and beyond to explain in details and ensure I am fully informed and satisfied. HIRE Marlon, 100% Recommend!”
David Putnam
“Marlon has prepared my tax returns for the last 5 years. Each year he has exceeded my expectations. He is always accessible when I have tax related questions during the year, and he works closely with my financial advisor. His experience, professionalism, thoroughness and organization skills give me the confidence to highly recommend Marlon to anyone in need of a good CPA.”
Nancy Meyer
“Marlon is incredibly knowledge on all things tax and tax strategy. I met him through my networking group and learned a number of important things. I referred several customers to Marlon and I too became a Customer. We have periodic check ins during the year to discuss strategy and finances. Remember your CPA is one of your Trusted Advisors. I happen to really like Marlon as a person too! He is an upbeat and funny person.”
No hourly billing
Year-round support and assistance with no hidden fees or surprise invoices
Years of experience
Our extensive experience working with small business owners like yourself have given us a keen understanding of the issues you face.
Meet the owner
Marlon Wolfman, CPA, CTC
Marlon M Wolfman is the founder of FutureFy Tax & Accounting Solutions, where he works closely with small business owners to help them achieve their long term goals through the use of proactive tax planning and insightful financial storytelling.
While Marlon’s saga began a long time ago in a galaxy far, far away (Brooklyn NY), his journey truly started at Florida Atlantic University where he would eventually graduate summa cum laude with a BBA in Accounting. Soon after, he would pursue and achieve his CPA license.
Marlon’s early career involved intensive tax return preparation at a well-regarded regional accounting firm. There he honed his expertise, eventually becoming a Supervisor responsible for leading team members, and became one of the two main trainers for new staff members entering the firm. A highlight of this period was his role in helping to structure the sale of one of his client’s businesses for mid eight figures, a deal that undoubtedly would have made even Lando Calrissian proud.
Despite his success, Marlon felt constrained by the firms relentless focus on tax compliance (a tale as old as time in the accounting industry), which left little room for client engagement or proactive advisement. This realization spurred Marlon to become an entrepreneurial small business owner himself, aiming to provide personalized and comprehensive services that larger firms couldn’t offer.
Marlon has since dedicated himself to deepening his knowledge in areas critical to small business success. He is a Certified Tax Coach through the American Institute of Certified Tax Planners (AITCP) and holds an Advanced Certification in QuickBooks Online. His vision is to be an ever-present partner for his clients, blending sophisticated tax strategies with the latest technological solutions.
Outside of work, he enjoys sharing (indoctrinating?) his passion for science fiction and horror with his two children Tyler & Sarah (but definitely NOT his wife Eilene), and collecting expanding his collection of unique geek-themed art.
He’s also always ready for a friendly debate on the merits of “The Empire Strikes Back” vs. “Return of the Jedi.”