Your Tax Specialists for Over 50 Years!

WE PROVIDE YEAR-ROUND ACCOUNTING SERVICES; including tax planning and preparation, electronic filing, S-corporations, trusts, estates, partnerships, and IRS audit representation. Hours are by appointment only.

Take a look around to find out more about our practice, what's new in the complicated world of taxes, important tax deadlines, where to find answers to tax questions, what to bring to your appointment, and much more.

What Do I Need to Bring to My Appointment?

Along with all your tax documents, please make sure that you send along all our required tax paperwork: Engagement Letter, Consent to Use, Consent to Disclose, and Client Tax Information.

For a more extensive list of the things to make sure you have with you, refer to our Tax Info Checklist. And, if you are a new client, don't forget to bring a copy of last year's return with you and please complete our New Client Info Checklist. If you are self-employed, have non-reimbursed employee business expenses or have rental property, please review our Business Expenses Worksheet.

For a quick summary of all things tax for 2024, check out our newsletter, Wallatax Facts