200 High Street, Boston, MA 02110
Phone: (617) 439-0600
Fax: (617) 439-7080

Services

Wald & Company 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.

     
Audit Services
Business Consulting
Business Valuations
Consulting Services
Estate Planning
Financial Statements
Other Services
Pension & Profit Sharing Plans
Retirement Planning
Sales Tax Services
Tax Planning & Preparation
Tax Preparation
Tax Services
Buying & Selling a Business
Accounting Services
Estate & Trust Tax Preparations
Financial Forecasts & Projections
Cash Flow & Budgeting Analysis
Tax Planning
Audits, Reviews and Compilations
 

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.