Accounting & Financial Management
At Wallach Management, we provide business owners, investors, and professionals with trusted financial and strategic solutions. From bookkeeping and payroll to tax planning, wealth advisory, and specialized services like cost segregation, we help you protect, grow, and maximize your assets. Serving clients across Miami and beyond, we deliver expertise with clarity, professionalism, and results.
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Focused on Your Financial Success
With every decision Wallach Management is designed to get you closer to your financial goals. Whether you need accurate bookkeeping, efficient payroll, strategic tax planning, or investment guidance, we bring the expertise and insight to help you make the best moves for your business and future.
Professional Accounting Services
Wallach Management is a full-service accounting and financial advisory firm dedicated to helping businesses, investors, and individuals protect, grow, and optimize their assets. Based in Miami, we provide a comprehensive range of solutions including bookkeeping, payroll, HR support, tax preparation, business consulting, wealth advisory, cost segregation studies, and private placement opportunities. Our team combines technical expertise with a personalized approach, ensuring every client receives strategies tailored to their unique goals and challenges. Whether you’re looking to streamline operations, maximize tax savings, invest strategically, or strengthen long-term financial health, Wallach Management delivers clarity, precision, and results you can measure. We pride ourselves on building lasting relationships grounded in trust, transparency, and a commitment to your success—making us the partner you can rely on at every stage of your financial journey.
Our Financial & Business Services
Tax Preparation
- Accurate preparation and timely filing of returns
- Identification of deductions and credits to reduce taxes
- Strategic year-round tax planning
- Compliance with IRS and state requirements
- Filing for individuals, businesses, and investors
- Representation and support during audits
Cost Segregation / Real Estate
- Accelerated depreciation for property components
- Significant tax savings for property owners and investors
- Increased short-term cash flow for reinvestment
- IRS-compliant engineering-based studies
- Applicable to new, existing, or renovated properties
- Expert analysis tailored to your real estate portfolio
HR Solutions for Businesses
- Employee onboarding and offboarding processes
- Creation of employee handbooks and policies
- Labor law compliance and documentation
- Conflict resolution and HR consulting
- Training programs for staff and management
- Streamlined HR administration to save time
Wealth Advisory
- Personalized investment strategy development
- Portfolio diversification for risk management
- Retirement and legacy planning
- Ongoing monitoring and performance reviews
- Tax-efficient investment approaches
- Guidance to help grow and protect your assets
Bookkeeping
- Accurate tracking of all income and expenses
- Monthly account reconciliation to ensure accuracy
- Preparation of detailed financial reports
- Organization of receipts, invoices, and statements
- Quick access to up-to-date financial data
- Compliance with tax and accounting standards
Business Consulting
- Strategic planning for growth and profitability
- Process optimization to reduce costs and improve efficiency
- Market analysis and competitive positioning
- Financial performance reviews and recommendations
- Risk assessment and mitigation strategies
- Tailored solutions for your specific business challenges
Payroll Services
- Accurate wage calculations every pay period
- Payroll tax withholdings and filings handled for you
- Direct deposit for employee convenience
- Compliance with federal, state, and local regulations
- Year-end W-2 and 1099 preparation
- Secure and confidential payroll data management
Private Placement /
Private Equity
- Access to exclusive investment opportunities
- Thorough due diligence on each offering
- Customized strategies for accredited investors
- Diversification beyond traditional markets
- Guidance on risk assessment and allocation
- Support throughout the investment process
Financial Benefits of Hiring Us
Business owners who use an accountant save an average of $3,000 to $10,000 per year in tax deductions and cost efficiencies.
Companies with strong financial planning and accounting support grow 30% faster than those without.
94% of business owners say that working with an accountant gives them greater confidence in their financial health.
Your Trusted Partner in Financial Success
CONTACT US FOR FREE CONSULTATION
CONTACT US FOR FREE CONSULTATION
Frequently Asked Questions
What services does Wallach Management offer?
We provide a range of services including bookkeeping, payroll and HR solutions, tax preparation, business consulting, wealth advisory, cost segregation for real estate, and private placement opportunities.How can bookkeeping services benefit my business?
Our bookkeeping services ensure accurate financial records and timely reporting, allowing you to make informed decisions and maintain compliance.What is included in your payroll services?
We handle wage calculations, tax withholdings, employee onboarding, and compliance, streamlining your payroll process so you can focus on your business.How do you approach tax preparation?
Our team prepares and files your taxes accurately while identifying deductions and strategies to minimize your tax burden, making tax season stress-free.What can I expect from your business consulting services?
We provide expert guidance to analyze performance, develop growth strategies, optimize operations, and improve profitability tailored to your business needs.
