Walls Financial Group

at 435 W 23rd St Rm 1BB, New York, 10011 United States

Walls Financial Group is a financial concierge business which help individual clients and small businesses manage all aspects of their financial life.


Walls Financial Group
435 W 23rd St Rm 1BB
New York , NY 10011
United States
Contact Phone
P: (212) 372-3403
Website

Description

WFG MISSION: Help clients develop a plan that will enable them to achieve their financial goals. Deliver services while making our clients feel comfortable asking questions and bringing up issues pertinent to their individual situations. Our pledge: to make sure clients derive the greatest possible benefit from their financial planning experience by providing unbiased, comprehensive, fee based financial planning services.

How To Get to Walls Financial Group

Located on West 23rd Street, the closest subway location is the C & E or 1 and 2

Opening time

  • Mondays: 10:00- 18:00
  • Tuesdays: 10:00- 18:00
  • Wednesdays: 10:00- 18:00
  • Thursdays: 10:00- 18:00
  • Fridays: 10:00- 18:00

Company Rating

3 Facebook users were in Walls Financial Group. It's a 1539 position in Popularity Rating for companies in Local business category in New York, New York

194 FB users likes Walls Financial Group, set it to 377 position in Likes Rating for New York, New York in Local business category

It's the first working Monday of the New Year. Set aside an hour today and set your financial goals. Savings. Costs of untilities, etc. Purchases? Add up the projected income. Then add up the expenses including your goals. Then get to work achieving it all.

Published on 2015-01-05 12:27:59 GMT

Question of the Week: Hey Brian, when keeping track of expenses for an LLC, are credit card statements enough proof or do I have to keep every receipt too? Thanks And, our response...You need to keep every receipt. You might have a charge on your credit card statement for Home Depot. Now that may have been a legitimate business expense. You have have also renovated your kitchen in your vacation home. See the point? Without the receipt, you don't really know what the total charge was for and neither will the IRS. Just keep them in your wallet or on your desk and every month throw them in an envelope with the date on the outside. You will have 12 envelopes to keep with your IRS info and the safety of knowing you can provide back up when needed.

Published on 2014-12-04 10:35:38 GMT

Just a reminder that tax filing extensions expire today. Don't shoot the messenger!

Published on 2014-10-15 14:33:20 GMT

10 TIPS FOR TAXPAYERS WHO OWE By Roger Russell For taxpayers who owe taxes with their tax returns, the IRS has provided ten tips about how to pay: 1. Taxpayers should never send cash. 2. If taxpayers e-file, they can file and pay in a single step with an electronic funds withdrawal. If they e-file on their own, they can use their tax preparation software to make the withdrawal. If they use a tax preparer to e-file, they can ask the preparer to make their tax payment electronically. 3. Taxpayers can pay taxes electronically 24/7 on IRS.gov. Just click on the ‘Payments’ tab near the top left of the home page for details. 4. They can also pay by check or money order. They should make their check or money order payable to the “United States Treasury.” 5. Whether they e-file their tax return or file on paper, taxpayers can also pay with a credit or debit card. The company that processes their payment will charge a processing fee. 6. Taxpayers may be able to deduct the credit or debit card processing fee on next year’s return. It’s claimed on Schedule A, Itemized Deductions. The fee is a miscellaneous itemized deduction subject to the 2 percent limit. 7. Taxpayers should be sure to write their name, address and daytime phone number on the front of their payment. Also, they should write the tax year, form number they are filing and their Social Security number. 8. Taxpayers should complete Form 1040-V, Payment Voucher, and mail it with their tax return and payment to the IRS. They should make sure they send it to the address listed on the back of Form 1040-V. This will help the IRS process their payment and post it to their account. The form is available on IRS.gov. 9. The IRS reminds taxpayers to enclose payment with their tax return but do not staple it to any tax form. 10. For more information, call 800-829-4477 and select TeleTax Topic158, Ensuring Proper Credit of Payments. You can also get information in the instructions for Form 1040-V.

Published on 2014-04-16 16:59:21 GMT

Generated summary (experimental)

"If it's about your money, it's our business."
We work with individuals and businesses to serve their financial needs.
Whatever they are.
Our team is committed to your financial success and competency.
“Tax preparation when done properly will save you money and take away the anxiety."
Tax season is around the corner and coming up every quarter.
We prepare taxes for all kinds of companies and individuals.
And, quarterly taxes.
State.
Et al.