• Tax Preparation and Bookkeeping
  • Financial, Tax and Estate Planning 
  • Life Insurance 
  • Small Business Start Up Help
  • Corporate Business and Rental Tax Prep
  • ‚ÄčEstate 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‚Äč  www.alphaglobalinvest.com/disclaimer

  • Being organized is crucial.
  • Save all your paper receipts in the event of an audit.
  • Purchase a Milage and/or an Expense log if you are itemizing Expenses.
  • Respond to IRS inquiries in a timely manner and use certified mail when responding.
  • Issue 1099's to non-employees and contract workers who you or your business pays for services rendered.  We can help with issuing  1099's.  

Relevant information we discovered during IRS Audits and conversations with IRS Agents

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