WALLACE, SIZELOVE & COMPANY, P.A.
WALLACE, SIZELOVE & COMPANY, P.A.
Certified Public Accountants
info@wallacesizelove.com
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Our Services

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.
 


Cash Flow & Budgeting Analysis
Our firm offers cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables.


Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.


Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.


Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.


Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.


Compilation, Review, and Audit Services
Our firm provides 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.

Tax Services
Our firm offers 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. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Financial Forecast and Projections
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.

International Taxation
Whether your business is considering overseas expansion or is looking to qualify for tax-advantaged treatment, our international tax services can help you understand how foreign tax laws can affect your business and you personally.

Attest Services
Our Firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.

Reviews and Compilations
A compilation involves placing financial data obtained from an entity into a financial statement format. The CPA does not express an opinion or any other forms of assurance on the financial statements.

A review consists principally of inquiries of management and the application of analytical procedures to the financial data obtained from the entity. The purpose of a review is to obtain a basis for expressing limited assurance that no material modifications are necessary in order for the financial statements to be in conformity with generally accepted accounting principles. The limited procedures applied in a review make the report more reliable than a compilation, but substantially less than an audit.


Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.


Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

IRS and State/Local Representation
Our firm knows 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. We can also negotiate Offers in Compromise with the IRS.

Accounting Software Selection
Our firm can assist you with properly selecting an accounting software.

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.