Providing expert tax planning, bookkeeping and accounting services
Why Waldman Accounting
Waldman Accounting is a digital team of financial, accounting and tax experts who help clients organize their businesses, maximize deductions and achieve their financial goals. We proudly serve individuals, small business owners, real estate investors, entertainment clients and more in the Ft. Lauderdale, West Palm Beach, Boca Raton and broader Broward County area. We also offer Fractional Chief Financial Officer services to startups across the country.
Talk to our experts
Phone
954-347-9647
ianwaldman@waldmanaccounting.com
Address
Ft. Lauderdale, Florida
Our services
Waldman Accounting is an online-based team helping clients maximize their businesses and organize their financial lives. We are Certified Public Accountants (CPAs), small business owners and real estate investors ourselves, which makes us uniquely qualified to support our clients’ financial needs. Waldman Accounts supports clients across the country with:
Founded by Ian Waldman
My work is my passion. Helping clients maximize their businesses, break away from W-2 income dependencies, and organize their financial lives gives me pride and a sense of duty. The comprehensive business and tax knowledge I have gained during my professional career and as a real estate investor led me to help others in both business finance and personal finance. I challenge myself daily to expand my expertise, learn new financial planning approaches and try new software so I can continuously improve how we serve our clients at Waldman Accounting.
What our clients say
Great professional service. I am a small business owner and this is my first year in business and I had a lot of questions. Ian took his time explaining things to me and made it relatable. I appreciate the expertise I highly recommend him.
If anybody is looking for a great accounting firm, get in contact with Waldman Accounting. I had them do my taxes this year and I didn’t know the process could be so painless. Will be using them for everything in the future.
I used to work with Ian and got back in touch with him recently when I needed help with tax services. It is very easy working with Waldman Accounting. I will continue to use their services in the future.
I needed a tax preparer who understood Foreign Tax Credits because my work takes me overseas. Waldman Accounting was referred to me by a person at work who also uses them. The process working with them to do my taxes is pretty easy. They know what forms are exactly needed to ensure I get the proper credits and that I am not overpaying on my taxes.
I had a great experience with Waldman accounting. Very professional and timely. I was given very clear directions for anything needed on my end. 100% recommend
I have used Waldman Accounting for several years. I travel alot for work, and they do a very thorough job with everything so that I can get the maximum amount back each year. I'm incredibly satisfied every year with the service! Always goes above and beyond!
I reached out to Waldman Accounting because I had done my taxes with another company and felt they were not done correctly. Once Waldman Accounting reviewed my tax return, they confirmed I was not given a foreign tax credit by the other company, which Waldman accounting has a lot of experience in calculating. The process was easy and very thorough.
Thomas filed my taxes for me and I was completely satisfied. I’ll be using this company again next year.
I am writing to express my satisfaction with the tax preparation services provided by Waldman Accounting. Over the years, they have made the tax filing process seamless, secure, and incredibly efficient. As someone who works internationally, navigating foreign tax credits and understanding tax obligations across multiple countries can be challenging. The Waldman Accounting team's expertise in this area has made it significantly easier for me to stay compliant.
Tax services with a CPA
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- Prepare taxes and file taxes online for fast returns.
- Maximize tax deductions so you’re keeping as much of your money as possible.
- Ongoing tax planning services.
- Filing tax extensions.
- Quarterly reconciling of estimated taxes and opportunities to optimize deductions.
- Navigating clients’ tax filing needs when both domestic and international earnings are present.
Accounting and bookkeeping services
We provide our clients – from individuals to small businesses to real estate investors – with bookkeeping, accounting, payroll, tax strategy and financial guidance.
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- Reconcile business bank accounts.
- Perform all accounts payable and accounts receivable functions on Quickbooks and Xero. This includes add-ons like Shopify and Stripe.
- Coordinate and onboard new hires.
- Process weekly payroll through third-party systems, such as Gusto, ADP and Quickbooks Payroll.
- Establish a chart of accounts and implement new accounts where optimizations are identified.
- Prepare and distribute monthly financial statements, including Year-End Income and Consolidated Balance Sheets.
- Educate management on strategies for minimizing tax liability.
- File quarterly and year-end taxes.
NEW: BOI e-filing
The BOI E-Filing System supports the electronic filing of the Beneficial Ownership Information Report (BOIR) under the Corporate Transparency Act (CTA). The CTA requires certain entities to report beneficial ownership information. BOI e-filing is crucial for maintaining compliance with regulatory requirements.
The Waldman Accounting team understands the complexities of BOI e-filing and can ensure your business remains compliant – so you can skip the hassle of figuring it out. For only $70, we can manage the entire update process for you, including:
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- Filling out the BOI form and ensuring the BOI reporting requirements are met.
- Ensuring your information is accurately reflected in the update.
- Submitting the necessary filings by the deadline.
- Confirming the update for your records.
Cash management and Fractional Chief Financial Officer services
Your cash position is your most precious commodity. As a Fractional CFO, we help you understand where your business stands, cost reduction and growth opportunities, and how to maximize your profits long-term. We meet regularly work with business owners who have trouble making decisions because they are unsure of the implications. We leverage a powerful software tool called DryRun that enables us to monitor your cash position, manage risk, run sophisticated scenario planning so we can leverage data to make smart business decisions.
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- Monitor the current state of your cash and proactively address problems.
- Identify growth opportunities based on profit margins.
- Manage the timing of payments and take action on overdue receivables.
- Model what-if scenarios to make the right decisions.
- For entertainment clients, we are skilled at navigating domestic and international business requirements including calculating foreign tax credits.
Talk to our experts
Phone
954-347-9647
ianwaldman@waldmanaccounting.com
Address
Ft. Lauderdale, Florida
Ian quickly helped me with a very complex multiple US state, multiple international, multiple income tax year. This was my first year using Ian and Waldman Accounting. I look forward to a continued relationship moving forward. I would recommend them for the high level of communication, security of documentation, and use of the latest software programs. 10/10