A full range of tax, accounting and financial consulting services
Leslie, Wallace & Associates, LLP provides CPA services primarily to four types of clients: closely held businesses, high net worth individuals, nonprofit organizations and those businesses in need of recovery. We are firmly grounded in the fundamentals of traditional tax and accounting services, and we provide these services as a matter of course. However, we believe that our clients especially value our creative approach to helping protect their interests during certain critical transactions that call for skills outside of their expertise.
The following is a comprehensive list of services that we provide, both in compliance and consulting.
Closely Held Businesses
Tax Services:
- Corporate
- Partnership
- Limited Liability Company
- Unincorporated
- Sales tax
- Payroll tax
- Business and property tax
- Retirement plans
- Research and planning
- Government examinations
- Internal Revenue Service
- State and local government agencies
- Appeals and negotiations
Accounting and Auditing Services:
- Financial Statements
- Audits
- Reviews
- Compilations
- Forecasts and Projections
- Accounting transaction analysis
Specialized Consulting Services:
- Entity selection and formation
- Year-end planning
- Transaction analysis
- Real estate transactions
- Mergers and acquisitions
- Management consulting
- Retirement plans
- Business succession planning
High Net Worth Individuals
Tax Services:
- Individual income tax
- Fiduciary income tax
- Estate and gift tax
- Research and planning
- Government examinations
- Internal Revenue Service
- State and local government agencies
- Appeals and negotiations
Specialized Consulting Services:
- Tax planning
- Real estate transactions
- Compensation planning
- Stock option planning
- Retirement plans
- Charitable gift planning
- Estate planning
- Family advisory services
- Estate and trust administration
Non-profit Organizations
Tax Services:
- Exempt organizations (Forms 990 and 199)
- Unrelated business income
- Reporting to the "Registry of Charitable
Trusts"
- Personal property taxes
- Application for nonprofit status
- Government examinations
- Internal Revenue Service
- State and local government agencies
- Appeals and negotiations
Accounting and Auditing Services:
- Financial Statements
- Audits
- Government Audits (A-133)
- Reviews
- Compilations
- Special reports
Specialized Consulting Services:
- Accounting Systems
- Internal Controls
- Budgeting
- Cash and Asset Management
- Strategic and Long-Range Planning
- Consulting
Business Recovery
Tax Services:
- Research and planning
- Government examinations
- Internal Revenue Service
- State and local government agencies
- Appeals and negotiations
Accounting and Auditing Services:
- Financial Statements
- Audits
- Government Audits
- Reviews
- Compilations
- Special reports
Specialized Consulting Services:
- Accounting Systems
- Internal Controls
- Budgeting
- Cash and Asset Management
- Strategic and Long-Range Planning
- Consulting
We specialize in Registered Domestic Partners filings.
Registered Domestic Partners (RDP) Information:
http://www.ftb.ca.gov/individuals/faq/dompart.shtml