Walla Susan M Tax Service

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Tax Return Preparation, Accounting Services, Financial Planning Consultants

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(215) 540-0966Call Visit WebsiteVisit Website Map & DirectionsDirections925 Harvest DrBlue Bell, PA 19422 Write a ReviewWrite Review

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TollFree: (800) 272-9829

Location

Union Meeting Corp Ctr V

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Walla Tax

Susan M Walla

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http://www.wallatax.com

http://www.wallatax.com/contact-us

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Tax Return Preparation, Accounting Services, Financial Planning Consultants, Financial Services, Payroll Service, Taxes-Consultants & Representatives

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Phone: (215) 540-0966

Address: 925 Harvest Dr, Blue Bell, PA 19422

Website: http://www.wallatax.com

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Walla Susan M Tax Service

Tax Planning
WE PROVIDE YEAR-ROUND ACCOUNTING SERVICES; including tax planning and preparation, electronic filing, S-corporations, trusts, estates, partnerships, and IRS audit representation. Hours are by appointment only.
Charitable Giving
How much is that air conditioner I donated worth? Check out these sites for answers to this and other charitable contributions...
Estate Taxes
IRS Representation
We provide full tax, accounting, and financial services; including tax planning and preparation, electronic filing, S-corporations, trusts, estates, partnerships, and IRS audit representation. We specialize in multi state and complicated tax returns. To learn more about financial planning and investment services offered, visit www.susanwalla.com
Tax Services
We cannot guarantee completion of your return if all materials are not received by March 16, 2024. Missing support documents will stop preparation of your return until all issues have been resolved. We will also file an extension if we have not received a copy of your signed 8879 for e-filing or received your signed engagement letter or tax-preparation payment by April 15. For more about extensions and misconceptions about them, please see our Taxes, Audits, Extensions and Amendments page.
Roth IRA
The IRS allows individuals to directly deposit their federal refunds into up to three different accounts. These accounts include brokerage, checking, and savings accounts. You may also designate your refund to be sent directly into your IRA or Roth IRA (be sure to indicate which year you want to contribute to). For PA refunds, you may only choose direct deposit into one account: checking or savings. Make sure that you provide accurate routing and account numbers, otherwise, direct deposit will be rejected and a check will be issued. Check with your financial institution to determine when your refund has been received.
Real Estate Taxes
Don't forget your W-2s, 1099s, 1095s, stock details, mortgage interest, charitable contributions, medical expenses, settlement sheets, real estate taxes paid, child care expenses, social security numbers of all children (including infants), bank routing numbers for direct deposit, and self-employment income and expenses. Please bring ALL records of income to your tax appointment, EVEN IF YOU THINK IT'S NOT TAXABLE! We will help you determine if the items need to be reported or not. For a more extensive list of the things to make sure you have with you, refer to our Tax Info Checklist. And, if you are a new client, don't forget to bring a copy of last year's return with you and please complete our New Client Info Checklist. If you are self-employed, have non-reimbursed employee business expenses or have rental property, please review our Business Expenses Worksheet. If you want to get a jump on our paperwork, please fill out these three documents and bring them with you to your appointment: Engagement Letter, Consent to Use, Consent to Disclose, and Client Tax Information.
Tax Deductions
The popular Zoom meetings are back! Sue is really enjoying seeing her clients in their own spaces and virtually meeting your new little tax deductions (babies and children) and pets (sadly, pets aren’t actually tax deductions). While we have been setting up Zoom meetings in lieu of in-person meetings, we are happy to also set up Zooms with our faraway WallaGram friends if you’d like, too!
Income Tax
If you received a six-month filing extension on April 18th, this is the final date to file your 2022 income tax return and make 2022 SEP and HR10 contributions.

Accounting Services
By 1987, Susan's sister, Karen, was helping her with bookkeeping and checking tax returns. By now, Susan had purchased a computer, installed a professional tax program and installed an answering machine. Her mother could finally retire and toss the typewriter into the garbage. Tony continued to offer support to his daughter and the business until his death in 1989.
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Bookkeeping Services

Financial Planning
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