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Tax & Accounting

Professional Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Services


We offer a full range of tax planning and compliance services. We will work with you, year-round if necessary, in order to minimize your total tax burden. We prepare all federal, state and local tax returns for individuals and businesses.

Estate, Gift and Trust Tax Return Preparation

WWSA provides expert preparation of federal and state estate, gift, and trust tax returns.

Estate Planning                                                        

                                                                                                                     
Estate planning services can help you minimize both federal and state estate tax liabilities.  We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.  Whether you like it or not, the government could be one of your biggest beneficiaries if your die without an effective estate plan. 


IRS and State/Local Representation


We know the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.

Divorce and Family Taxation

We have experience in evaluating the tax consequences of both getting married and, unfortunately, the tax aspects of terminating a marriage. For many people, emotions are more important than finance. Later on, you realize what a mistake it was not to spend a little time doing some tax and financial planning. 

Getting married - You should understand the potential impact of the marriage penalty and consider whether a prenuptial agreement is necessary. 
Divorce – Deciding who gets what assets can have significant long-term tax consequences.  Properly allocating income in the year the divorce is finalized is extremely important and is seldom understood by family law attorneys. 

The classification of alimony vs. child support, if applicable, also needs to be looked at very carefully. Our objective evaluation of the various tax issues is extremely important in such stressful times.

Sales Tax Services

We prepare all sales tax filings and offers full sales tax audit representation.

Forensic Accounting/Litigation Support


We can organize and quickly scan in your documents. Our LaserFiche software then permits to "word search" any number of documents in seconds. We offer truly tailor-made forensic accounting services, as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to uncover malfeasance and financial irregularities.

Compilation, Review, and Audit Services


We provide professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

IRAs - Know Your Investment Options 

There are very few restrictions on how you can invest your IRA funds.  Unless the Internal Revenue Code specifically forbids it, then chances are you will be able to invest in it.  Possible investments include real estate, private companies, trust deeds and all types of loans.  Just be careful with the self-dealing rules (no investments benefiting your spouse, children or parents).  Contact us for further details. 


 

WWSA
"A cut above."
7474 N. Figueroa St., 2nd Floor, Eagle Rock, CA 90041 Phone: (626)577-9000