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
 

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business