Lance Wallach is a nationally recognized expert, author, AICPA instructor & speaker.

  • Mr. Wallach is the National Society of Accountant's Speaker of the Year & the author of numerous professional books, including:
  • Avoiding Circular 230 Malpractice Traps and Common Abusive Small Businesss Hot spots by the AICPA, author/moderator Lance Wallach
  • The AICPA's "The team approach to Tax, Financial & Estate planning."
  • "The CPA's Guide to Life Insurance" by Bisk CPEasy
  • "Wealth Preservation Planning" by the National Society of Accountants
  • "The CPA's Guide to Federal & Estate Gift Taxation" published by Bisk

Get our Free $200K report

Get our Free $200K report
Get our Free $200K report

IRS $200K Penalty Video - Click picture to play

IRS $200K Penalty Video - Click picture to play
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Professional Services >>

  • Every single one of our consulting CPAs, Lawyers & ex IRS Agents has over 25 years of professional experience! We believe that no firm has more experienced audit pros than we do!!
  • IRS Audit assistance & support.
  • 419e & 412i plan defense
  • Plan reviews, evaluations & remediation
  • Expert Witness testimony
  • Research & Analysis of Tax Laws
  • Providing Guidance for Attorneys, CPAs & Insurance professionals nationwide.
  • Expertise on Stock market, Mutual fund & Insurance losses
  • No office visits are required.
America's leading authority & critic of most 412, 419's also defends life insurance professionals.
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