Wealth Management Accounting 
3665 Ruffin Road Suite 204
Telephone: 858-565-0911
FAX: 858-569-6014
E-mail: info@taxrescue911.com

WMA Enterprises, Inc. 
3665 Ruffin Road Suite 204
Telephone: 858-565-0911
FAX: 858-569-6014
E-mail: info@taxrescue911.com

  • Tax Preparation and Bookkeeping
  • Financial, Tax and Estate Planning 
  • Life Insurance 
  • Small Business Start Up Kit
  • Corporate Business and Rental Tax Prep
  • ​Estate and Trust Returns
  • Non-Resident Returns

Circular 230 Disclosure:  Any advice contained on this website is not intended or written to be used, and cannot be used, for purposes of avoid tax penalties that may be imposed on any taxpayer.   Alpha Global Investments, LLC Disclaimer​  www.alphaglobalinvest.com/disclaimer


Investment Tax Answers

Limited Time New Client Tax Preparation Discounts 

Want to retain and postpone capital gains until 2020?

Kyle Kodra EA

Jessica Evans EA

Richard Green CTEC

Slavena Paskova EA​​


Receive a 2019 Tax Planner with your 2018 Tax Return. 

Please Call Today to Schedule Your Personalized Tax Appointment.

Our schedules fill up fast, don't delay.  858-565-0911

 

 "Plans are of little importance, but planning is essential." --Winston Churchill

  • Quickbooks
  • Quarterly Statements
  • Profit and Loss
  • ​Balance Sheets
  • Discounted Tax Prep

Tax Payers Beware of Fake IRS Agent Phone Calls, It's a nationwide SCAM, click here for details 


Accurate Tax Returns require accurate and comprehensive record keeping.  We provide end to end solutions for small businesses that allows our clients to focus on the growth of their business.  
 

Investment decisions affect your taxes, consult with the experts first.  Contact us to discuss the tax ramifications of the following:

  • Brokerage Accounts
  • Life Insurance 
  • Inheritance
  • ​Sale of Rental Property
  • Sale of Business
  • ​401k Rollover

We confidently prepare the following returns:

  • Personal Returns
  • Amendments
  • S-Corporation
  • C-Corporation
  • LLC
  • Trust/Estate
  • Sole Proprietor 
  • FBAR Reporting
  • Past Due Returns

Bookkeeping

​Tax Preparation