James Wallach
Open Accountant · 48 GuidesUnited StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutKentuckyMassachusettsDelawareFloridaGeorgia (US)HawaiiIdahoIndianaIowaKansasLouisianaMaineMarylandMichiganNebraskaMinnesotaMontanaNew HampshireNevadaNorth CarolinaNorth DakotaOklahomaPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTexasUtahVirginiaWashingtonWest VirginiaDistrict of ColumbiaGuamUS Virgin IslandsNew MexicoWisconsinNew JerseyNew YorkOregonTennesseeVermontWyomingOhioIllinoisMississippiMissouri
9
Guides built
1
Attestations
48
Guides reviewed
12+
years in tax
Need help with United States tax?
Our team does bookkeeping, payroll, VAT and tax returns for businesses in the United States. Start with a free 30-minute call.
Open Accountant. James has completed full professional reviews of 48 Guides on OpenAccountants. Each Guide below shows its sources, applicable period and review record.
Guides built (9)
US Form 1040 Individual Return
United StatesIncome Tax
1 accountant attests77 usesView Guide
US Form 1065 Partnership
United States
1 accountant attests35 usesView Guide
US Form 1120 C Corp
United States
1 accountant attests13 usesView Guide
US Crypto Reporting
United StatesCrypto Tax
1 accountant attests10 usesView Guide
US Form 5471 CFC Information
United StatesCompany Formation
1 accountant attests6 usesView Guide
US Estate Gift 706 709
United States
1 accountant attests6 usesView Guide
US Form 1041 Trust And Estate Income
United States
1 accountant attests6 uses★ 1View Guide
US Form 5472 Foreign Owned US
United States
1 accountant attests2 usesView Guide
Credentials
No licence number provided
Memberships as provided by James. James has not provided a licence number, so these credentials are self-declared and we have not checked them against a register.
Specializations
tax-compliancetax-planningbookkeepingpayrollformationcontroversyestate-trust-wealthcrypto-digital-assetsvaluationsfinancial-reporting
About
Wallach Management Group helps businesses grow with expert bookkeeping, tax planning, payroll, and CFO advisory—delivering accurate financials and practical strategies you can trust.
Guides James reviewed
Each Guide below carries a review record — the version and period James reviewed. Open any one to see its rates, rules and sources.
US Crypto Tax
United StatesCrypto Tax
Period 2025Reviewed 6 July 2026View Guide
US Form 941 940 Payroll
United StatesPayroll
Period 2025Reviewed 6 July 2026View Guide
US Fbar And FATCA 8938
United StatesCross-Border
Period 2025Reviewed 6 July 2026View Guide
US Crypto Income Events
United StatesCrypto Tax
Period 2025Reviewed 6 July 2026View Guide
Review history
Reviewed a version that has since been superseded by a newer publication.
US Secure 2 And Retirement Updates
United States
Reviewed 8 July 2026View Guide
US GILTI FDII BEAT
United StatesCross-Border
Reviewed 8 July 2026View Guide
US Tax Workflow Base
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Sole Prop Bookkeeping
United StatesBookkeeping
Reviewed 8 July 2026View Guide
US PTE State Matrix
United States
Reviewed 8 July 2026View Guide
US Tax Residency
United StatesCross-Border
Reviewed 8 July 2026View Guide
US 1099 NEC Issuance
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Foreign Trust Reporting
United States
Reviewed 8 July 2026View Guide
US State New Hire Reporting Matrix
United States
Reviewed 8 July 2026View Guide
US Section 1031 Like Kind Exchange
United States
Reviewed 8 July 2026View Guide
US Pl 86 272 Income Tax Nexus
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US R And D Section 174 And 41
United States
Reviewed 8 July 2026View Guide
US State Formation Matrix
United StatesCompany Formation
Reviewed 8 July 2026View Guide
US GAAP Asc606 Revenue
United States
Reviewed 8 July 2026View Guide
US Federal Return Assembly
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Education Credits 8863
United States
Reviewed 8 July 2026View Guide
US Fbar FATCA Reporting
United StatesCross-Border
Reviewed 8 July 2026View Guide
US Self Employed Health Insurance
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US State Bonus Depreciation Conformity Matrix
United States
Reviewed 8 July 2026View Guide
US Expatriation Exit Tax
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Sales Tax
United StatesVAT / GST
Reviewed 8 July 2026View Guide
US GAAP Debt Vs Equity
United States
Reviewed 8 July 2026View Guide
US Feie Ftc
United States
Reviewed 8 July 2026View Guide
US Schedule C And SE Computation
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US S Corp Election Decision
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Foreign Tax Credit 1116
United States
Reviewed 8 July 2026View Guide
US GAAP Asc805 Business Combinations
United States
Reviewed 8 July 2026View Guide
US GAAP Asc842 Leases
United States
Reviewed 8 July 2026View Guide
US Nonresident Cgt
United States
Reviewed 8 July 2026View Guide
NO Sales Tax States
United StatesVAT / GST
Reviewed 8 July 2026View Guide
US CFC GILTI
United StatesCross-Border
Reviewed 8 July 2026View Guide
US State Payroll Matrix
United StatesPayroll
Reviewed 8 July 2026View Guide
US Self Employed Retirement
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Foreign Earned Income 2555
United States
Reviewed 8 July 2026View Guide
US Capital Gains
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US Section 1202 QSBS
United States
Reviewed 8 July 2026View Guide
US Nft Tax
United StatesCrypto Tax
Reviewed 8 July 2026View Guide
US Multi State Residency And Allocation
United StatesCross-Border
Reviewed 8 July 2026View Guide
US Sales Tax Nexus 50 State Matrix
United StatesVAT / GST
Reviewed 8 July 2026View Guide
US Federal - Cost Segregation
United States
Reviewed 8 July 2026View Guide
US QBI Deduction
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US State Estimated Tax Safe Harbors Matrix
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US 1099 K And Payment Processors
United StatesIncome Tax
Reviewed 8 July 2026View Guide
US IRS Collections And Controversy
United States
Reviewed 8 July 2026View Guide
Recent review activity
- Reviewed US Secure 2 And Retirement Updates8 July 2026
- Reviewed US GILTI FDII BEAT8 July 2026
- Reviewed US Tax Workflow Base8 July 2026
- Reviewed US Sole Prop Bookkeeping8 July 2026
- Reviewed US PTE State Matrix8 July 2026
- Reviewed US Form 1040 Individual Return8 July 2026
Need your accounts or tax done? Our team works with businesses in the United States.