Providing expert tax, bookkeeping, accounting and BOI e-filing services

Why Waldman Accounting

Waldman Accounting is a digital team of financial, accounting and tax experts who help clients organize their businesses, maximize deductions and achieve their financial goals. We proudly serve individuals, small business owners, real estate investors, entertainment clients and more in the Ft. Lauderdale, West Palm Beach, Boca Raton and broader Broward County area. We also offer Fractional Chief Financial Officer services to startups across the country.

Contact us

Talk to our experts

954-347-9647

Email

ianwaldman@waldmanaccounting.com

Address

Ft. Lauderdale, Florida

Our services

Waldman Accounting is an online-based team helping clients maximize their businesses and organize their financial lives. We are Certified Public Accountants (CPAs), small business owners and real estate investors ourselves, which makes us uniquely qualified to support our clients’ financial needs. Waldman Accounts supports clients across the country with:

BOI e-filing

Accounting services

Bookkeeping services

Tax prep and filing services

Fractional Chief Financial Officer (CFO) services

Real estate bookkeeping, tax services and business optimizations

Founded by Ian Waldman

My work is my passion. Helping clients maximize their businesses, break away from W-2 income dependencies, and organize their financial lives gives me pride and a sense of duty. The comprehensive business and tax knowledge I have gained during my professional career and as a real estate investor led me to help others in both business finance and personal finance. I challenge myself daily to expand my expertise, learn new financial planning approaches and try new software so I can continuously improve how we serve our clients at Waldman Accounting.

ian-headshot-atl-031

Talk to our experts

What our clients say

Ian quickly helped me with a very complex multiple US state, multiple international, multiple income tax year. This was my first year using Ian and Waldman Accounting. I look forward to a continued relationship moving forward. I would recommend them for the high level of communication, security of documentation, and use of the latest software programs. 10/10

    Joseph

    Great professional service. I am a small business owner and this is my first year in business and I had a lot of questions. Ian took his time explaining things to me and made it relatable. I appreciate the expertise I highly recommend him.

      Billy

      If anybody is looking for a great accounting firm, get in contact with Waldman Accounting. I had them do my taxes this year and I didn’t know the process could be so painless. Will be using them for everything in the future.

        Matt

        I used to work with Ian and got back in touch with him recently when I needed help with tax services. It is very easy working with Waldman Accounting. I will continue to use their services in the future.

          Harry

          I needed a tax preparer who understood Foreign Tax Credits because my work takes me overseas. Waldman Accounting was referred to me by a person at work who also uses them. The process working with them to do my taxes is pretty easy. They know what forms are exactly needed to ensure I get the proper credits and that I am not overpaying on my taxes.

            Will

            I had a great experience with Waldman accounting. Very professional and timely. I was given very clear directions for anything needed on my end. 100% recommend

              Rhys

              I have used Waldman Accounting for several years. I travel alot for work, and they do a very thorough job with everything so that I can get the maximum amount back each year. I'm incredibly satisfied every year with the service! Always goes above and beyond!

                Brian

                I reached out to Waldman Accounting because I had done my taxes with another company and felt they were not done correctly. Once Waldman Accounting reviewed my tax return, they confirmed I was not given a foreign tax credit by the other company, which Waldman accounting has a lot of experience in calculating. The process was easy and very thorough.

                  Jon

                  Thomas filed my taxes for me and I was completely satisfied. I’ll be using this company again next year.

                    Janine

                    I am writing to express my satisfaction with the tax preparation services provided by Waldman Accounting. Over the years, they have made the tax filing process seamless, secure, and incredibly efficient. As someone who works internationally, navigating foreign tax credits and understanding tax obligations across multiple countries can be challenging. The Waldman Accounting team's expertise in this area has made it significantly easier for me to stay compliant.

                      B

                      NEW: BOI e-filing

                      The BOI E-Filing System supports the electronic filing of the Beneficial Ownership Information Report (BOIR) under the Corporate Transparency Act (CTA). The CTA requires certain entities to report beneficial ownership information. BOI e-filing is crucial for maintaining compliance with regulatory requirements.

                      The Waldman Accounting team understands the complexities of BOI e-filing and can ensure your business remains compliant – so you can skip the hassle of figuring it out. For only $70, we can manage the entire update process for you, including:

                      Cash management and Fractional Chief Financial Officer services

                      Your cash position is your most precious commodity. As a Fractional CFO, we help you understand where your business stands, cost reduction and growth opportunities, and how to maximize your profits long-term. We meet regularly work with business owners who have trouble making decisions because they are unsure of the implications. We leverage a powerful software tool called DryRun that enables us to monitor your cash position, manage risk, run sophisticated scenario planning so we can leverage data to make smart business decisions.

                      Accounting and bookkeeping services

                      We provide our clients – from individuals to small businesses to real estate investors – with bookkeeping, accounting, payroll, tax strategy and financial guidance.

                      Tax services with a CPA

                      Our Certified Public Accountants (CPA) and tax experts support a range of clients with their tax filing and yearlong tax service needs, including W2 employees, self-employed individuals, small businesses, entertainment clients, tech companies and real estate investors. We pride ourselves on our attention to detail, quick service, ability to maximize deductions and pre-planning for years ahead to make tax prep less stressful. We offer the following tax services, which can start at as little as $90:

                      Contact

                      Talk to our experts

                      954-347-9647

                      Email

                      ianwaldman@waldmanaccounting.com

                      Address

                      Ft. Lauderdale, Florida

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