Experience the difference with our personalized tax services
If you're looking for a tax service that will concentrate on your unique needs and value you as a client, look no further.
New Waverly Tax Services offers a full range of professional services and will give you the individual attention that you deserve. We believe in the value of relationships with every client relationship treated as a partnership.
We are committed to providing close, personal attention to our clients and take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service.
We are able to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Our services include filing current and past due tax returns for individuals and businesses, amending tax returns, completing tax reviews, and providing guidance on tax-related matters.
*We are an IRS E-File approved provider
As the services listed below are by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Services
Tax Consultation
Set up a consultation with your tax advisor today. We will provide guidance on the best tax planning strategy for you and help minimize and address tax liability.
Individual Tax Preparation
We provide accurate and timely tax preparation services for individuals, ensuring that you never miss a deadline or pay more than you owe.
Business Tax Preparation
Business Registry & Guidance
Our tax expert provides tax preparation services to small and medium sized businesses. We stay up-to-date on the latest tax laws and are here to help you understand which tax breaks you can take advantage of.
Business Registry & Guidance
Business Registry & Guidance
Business Registry & Guidance
We can assist with registering your business and provide guidance on the business structure that gives you the best tax advantage.
IRS Representation
Business Registry & Guidance
IRS Representation
If you're facing an IRS audit or other tax issues, our tax professional can represent you and help you resolve your issues quickly and efficiently.
Notary Services
Business Registry & Guidance
IRS Representation
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Payroll & Sales Tax
Payroll & Sales Tax
We will identify controls and timing for 1099 & W2 filings and advise you so things run smoothly and are in accordance with guidelines. We will help you to process your sales tax report in a timely manner.
Audit Review
Payroll & Sales Tax
We provide an overall review of your organization's summarized financial activity. We conduct analytical procedures and make inquiries to ascertain whether the information contained in financial statements is correct.
Business Advisory
Our tax expert provides tax advisory services to small and medium sized businesses. As a business owner, you’re busy developing new products or services and making sure your business runs smoothly leaving little to no time to reconcile your bank account or generate balance sheets to manage your cash flow. Let us help keep you on the right path.
Real Estate Tax Advisory
Real Estate Tax Advisory
Get expertise, reliability, and convenience from our tax advisor. Your go-to tax services firm for 1031 Exchange. Our tax advisor will provide you with the necessary tax documents to file your taxes the following year, so you can enjoy a fully tax deferred exchange.
International Tax
Real Estate Tax Advisory
International Tax
We can help you wherever in the world you are with International Tax services. Whether you’re a US citizen living outside of the US, a non-US owner of US real estate, or seeking tax preparation for income derived from US business operations, we have the experience to help you.