Lance Wallach CHFC

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

"Protecting Clients from Fraud, Incompetence, and Scams" published by John Wiley & Sons
Mr. Wallach is the National Society of Accountant's Speaker of the Year and 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 and 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 and Estate Gift Taxation" published by Bisk

Every single one of our consulting CPAs, Lawyers and 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 and support
419e and 412i plan defense
Plan reviews, evaluations and remediation
Expert witness testimony
Research and analysis of tax laws
Providing guidance for attorneys, CPAs and insurance professionals nationwide
Expertise on stock market, mutual fund and insurance losses
No office visits are required