Wallace & Associates - Calabasas CPA

16000 Ventura Blvd., Suite 804
Encino, CA 91436 US

A sign of the city of Calabasas in Los Angeles.
For HNW individuals, wealth is a badge of honor. It’s physical evidence of how hard you’ve worked and of all that you’ve accomplished in your field. Wallace & Associates provides tax planning advice to ensure that you’re keeping more of what you earn. We also help with tax preparation and filing for both individuals and businesses.

Accounting, Taxation, and Financial Planning Services

For both businesses and individuals, financial planning is increasingly complex. In today’s world, even the smallest businesses can have a global client base. As a 21st-century investor or business owner, you have to monitor global assets, understand international regulatory changes, maintain compliance, and navigate changing economic conditions. You need partnership to ensure that you’re making smart, timely financial decisions.

Wallace & Associates accountants stay up-to-date on the latest tax law changes and other regulations, both domestic and international, that could affect you and your business. We also understand the unique needs associated with high net worth financial planning.

Day-to-Day Operations

If you’re running a business, you can often save money by outsourcing some or all of your accounting needs. You can also benefit from asking an outside accountant to strategize with your business and review your accounting procedures.

At Wallace & Associates we can take care of your payroll taxes, help with sales tax remittance, and monitor both your budget and cash flow. We’re here to make sure that the money that you earn is always working for you.

Big Decisions

When you need to make a big purchasing or investment decision, whether you’re an individual or a business owner, that decision will have tax consequences that you might not expect. We can analyze your situation and help you see the tax ripples that will result from your decisions. We can help you with budgeting, timing, and accounting for capital expenditures and real estate purchases.

Retirement Planning Advice for Individuals and Business Owners

When you’re ready to retire—even if you never completely stop working—your financial picture changes. You want to maintain the lifestyle that you worked hard to achieve. At the same time, you have significant financial obligations, including paying for your children’s college educations. Wallace & Associates can help you handle these major expenses and your tax obligationswithout sacrificing your retirement dreams.

Much of the high net worth Calabasas residents enjoy goes to their surviving spouses and children. However, part of your estate strategy includes giving back to others in need. We help you to do your charitable giving the smart way so that you maximize tax incentives while doing good in the world. Also, our retirement planners canprovide tax advice for your estate so that you can maximize the wealth that you leave to your loved ones.

Let’s Get to Work

To make the best decisions for yourself and your business, you need access to great information and rock-solid financial advice. We know the latest tax laws, and we are experienced at developing strategies that let you keep more of what you earn. Get the most from your wealth by contacting an accountant at Wallace & Associates today.

818.995.2928
mei@wallaceapc.com