Sign In Get Started

Jeffrey Waldman — CPA in Birmingham, Alabama

J

Jeffrey Waldman

Certified Public Accountant | Licensed in Connecticut
0.0 (0 reviews)
Verified Licensed
5103 Greystone Way, Birmingham, Alabama 35242 View on Maps

About Jeffrey Waldman

Located in Birmingham, Alabama, Jeffrey Waldman has over 20 years of experience providing accounting services to individuals and families, as well as entrepreneurs and startups.

He specializes in tax compliance, business tax services, and basic accounting services, helping clients navigate complex tax regulations and financial reporting requirements.

Waldman also offers tax planning and consulting services, including retirement account tax reporting, to ensure clients are taking advantage of available tax benefits and avoiding potential liabilities.

With a focus on personalized attention and expert guidance, Waldman has established a reputation as a trusted resource for individuals and businesses seeking accurate and timely accounting and tax services.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Birmingham

PE
Philip E. Passafiume
Birmingham, Alabama
WE
Wilton E. Dyson
Birmingham, Alabama
SW
Sarah W. Adams
Birmingham, Alabama
JC
Jill C. Clark
Birmingham, Alabama
PT
Perry T. White
Birmingham, Alabama
AH
Alice H. Bubbett
Birmingham, Alabama

Contact Jeffrey Waldman

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns