Metairie · New Orleans · Jefferson & St. Tammany Parishes
More Than a Tax Return.
A Financial Partner.
Weiner & Banner, LLC has guided individuals and businesses through every financial season since 1983. CPA. CFP®. PFS. The credentials that mean we see the complete picture — not just your April deadline.
CALL US DIRECTLY
(504) 838-7272What We Do
Full-Scope Accounting,
Start to Finish
We do far more than tax returns. From compiled financial statements to retirement and estate planning, our team provides the kind of integrated financial guidance that keeps clients coming back for decades.
Tax Preparation
Individuals, partnerships, S-corps, C-corps, and trusts. We prepare hundreds of returns each year and know exactly what deductions most clients miss.
Learn More → 02Financial Statements
Compiled, reviewed, or audited statements prepared accurately — and explained clearly so you can use them to drive real business decisions.
Learn More → 03Business Advisory
From entity selection and expansions to lease-buy analysis and succession planning — a strategic partner at every stage of your business.
Learn More → 04Retirement Planning
As a CPA, CFP®, and PFS, Allen Weiner delivers retirement guidance that integrates tax strategy with your long-term financial goals.
Learn More → 05Bookkeeping & QuickBooks
Beth Banner has implemented QuickBooks across dozens of industries — from small retail to real estate developers. Clean books, clear picture.
Learn More → 06Estate & Financial Planning
Comprehensive estate, trust, and financial planning designed to protect what you've built and create a lasting legacy for your family.
Learn More →Why Choose Us
The Depth of a National Firm.
The Care of a Local One.
Managing partner Allen Weiner spent 13 years at Arthur Andersen, KPMG Peat Marwick, and Grant Thornton before founding this firm in 1983. That Big-3 rigor now serves individuals and businesses in Metairie, New Orleans, and across Southeast Louisiana — with the responsiveness that large firms simply can't provide.
- CPA + CFP® + PFS in-house — tax, financial, and investment planning aligned
- Year-round availability, not just tax season
- Deep Louisiana tax law knowledge across Jefferson, Orleans, and St. Tammany
- Proven across manufacturing, real estate, restaurant, and professional industries
- QuickBooks implementation and ongoing bookkeeping support
- Secure client portal for year-round document access
"If we can assist you in any way in your tax and business affairs — we are here. Not just in April. All year."— Allen A. Weiner, CPA, CFP®, PFS
Managing Partner since 1983
Licensed in LA & TX
Who We Serve
Your Situation,
Our Expertise
Small Business Owners
Entity structure, payroll, bookkeeping, business tax returns, and year-round strategic guidance.
Get Started →Individuals & Families
Personal tax preparation, retirement planning, education savings, and estate planning under one CPA-CFP® roof.
Get Started →Real Estate Investors
Rental property tax strategy, 1031 exchanges, real estate acquisitions, and entity structuring for investors.
Get Started →Professional Practices
Accounting for medical, legal, and consulting practices — including buy-sell agreements, overhead analysis, and profit sharing plans.
Get Started →Where We Work
Serving Southeast Louisiana
Conveniently located on the Causeway in Metairie, we serve clients across Greater New Orleans — from Kenner to Covington, Gretna to Mandeville.
Resources
Tax Tips & Financial Insights
The Tax-Cutting Checklist Every Louisiana Taxpayer Should Review
Whether you're a wage earner, investor, or business owner — there are deductions you may be missing. Here's where to start.
Read More →Why Monthly Financial Statements Are Your Best Business Decision
As goes the month, so goes the year. Here's how to use your financials to catch problems early and stay profitable.
Read More →CPA + CFP®: Why Having Both Under One Roof Changes Your Retirement Plan
Most advisors only see part of the picture. When your CPA is also your CFP®, tax strategy and retirement planning work together.
Read More →Get Started
Ready to Work with a CPA Who Knows
Your Full Financial Picture?
Call us, email us, or fill out our contact form. First consultation is free — no obligation, no pressure.