Less financial stress.
More room
to grow.
Tax preparation, planning, ITIN application assistance, and business guidance—with a personal touch, wherever you work.
Support for today.
A plan for what’s next.
Whether you’re filing a return or starting a business, find the support that fits your next step.
Business tax preparation
Tax preparation for S corporations, C corporations, partnerships, and Schedule C businesses, including sole proprietors and eligible single-member LLCs.
Let’s discuss your needs ↗Personal tax preparation
Get thoughtful support for your individual return, with attention to your unique circumstances.
Let’s discuss your needs ↗Tax advisory & estimated taxes
Plan ahead with guidance on your tax position and quarterly payment obligations.
Let’s discuss your needs ↗Sales & use tax
Make sense of your sales tax responsibilities with support for reporting and compliance.
Let’s discuss your needs ↗State annual filings
Keep up with the state reporting requirements that help your business stay in good standing.
Let’s discuss your needs ↗Business formation
Start with guidance on entity selection and formation, from LLCs to corporations and nonprofits.
Let’s discuss your needs ↗Includes up to 3 rental properties. Each additional property: +$60.
Foreign entities: +$2,188
24-hour rush
tax preparation.
Personal returns: +$200. Business returns (S corporations, C corporations, and partnerships): +$500. Rush fees are in addition to preparation fees and applicable supplements.
Your return will be prepared for your review within 24 hours after we accept your rush request and receive complete documents and payment. Subject to availability and return complexity. Filing requires your approval and signatures. IRS processing and refund timing are not included.
Apply for an ITIN.
Keep your passport close.
$250 per applicant
Tax return preparation is priced separately.
Work with an IRS Certifying Acceptance Agent (CAA) for Form W-7 application assistance and review of eligible identity and foreign-status documents. Our CAA can authenticate an eligible passport so you do not need to mail the original passport to the IRS.
We’ll confirm your eligibility, required documents, and document-review arrangements before you book. Original documents or copies certified by the issuing agency must be available for the required review; uploading a passport alone does not complete authentication. Additional documentation may be required, particularly for dependents. ITIN approval is determined by the IRS.
Enrolled Agent & Certifying Acceptance Agent (CAA)
Your goals.
Your questions.
Our full attention.
Finances are personal. Your accounting support should be, too. At Wall Street Accounting & Advisory, we focus on understanding your situation and explaining your options in plain language.
Get to know us ↗Tell us what’s on your mind.
Complete a short inquiry with your contact details, all the services you need, and any deadlines.
Confirm your scope and engagement.
We’ll review your selected services, confirm the fees and engagement terms, and approve rush availability before payment.
Pay one itemized invoice.
We’ll send one invoice covering your approved services and any agreed add-ons. Review the details and pay through the invoice link.
Receive your Intuit Link invitation.
After payment, we’ll email your invitation to complete your questionnaire and upload requested documents securely.
Good questions.
Straightforward answers.
Do I need to visit an office?
Most services are provided virtually. For ITIN applications, we’ll confirm the interview and original-document review arrangements required for CAA authentication before you book.
Do you work with individuals and businesses?
Yes. Our services include personal and business tax preparation, tax advisory, estimated taxes, sales and use tax, state annual filings, and business formation.
How much will my services cost?
Our pricing page lists tax preparation and additional services. Estimated tax, sales & use tax, and tax advisory / quarterly assessments are priced annually. We’ll confirm your scope and any supplements before you pay.
Do you prepare Schedule C for business owners?
Yes. Schedule C preparation is part of our business tax services for sole proprietors and eligible single-member LLCs. It is filed with your personal Form 1040. We’ll confirm the combined scope and fee before payment.
Can I request multiple services?
Yes. Select all the services you need in our inquiry form. We’ll confirm the scope and send one itemized invoice for your approved services. Rush requests require approval before payment. Already submitted an inquiry? Reply to our email to add a service instead of submitting again.
What should I share when I first reach out?
A brief description of what you need help with and any upcoming deadlines is a great start. Please don’t send Social Security numbers, tax returns, or other sensitive documents in your initial email.
Your documents.
One secure place.
Use Intuit Link to answer your tax questionnaire and upload the documents we request. Keep sensitive information in your client portal.
Already accepted your invitation?
Sign in with the Intuit account you used to accept our email invitation.
Open Intuit Link ↗First time here? We’ll send your invitation after confirming your engagement and receiving payment. Accept it from your email to connect with our firm.
Let’s make
your next step easy.
Tell us a little about what you need.
Select one or more services. We’ll confirm your scope and send one itemized invoice.
Text us for scheduling and general questions. For tax documents or sensitive personal information, please use your secure client portal.
New client inquiry
Select all the services you need and tell us about any deadline. We’ll confirm your scope and engagement terms, then send one itemized invoice. After payment, we’ll email your Intuit Link invitation. Please do not include SSNs, EINs, bank details, or tax documents here.