Profile
Poonam Walia
ListedTax Planning and IRS Representation in Worcester, MA
About
About
Poonam Walia is the founder and principal of Precision Financials Inc in Worcester, Massachusetts. Her work focuses on tax planning, tax preparation, IRS representation, and financial strategy for individuals, business owners, entrepreneurs, and businesses.
Her profile identifies her credentials as EA, CFP(R), and CAA, and the source materials describe more than 20 years of experience with tax planning, IRS representation, and complex tax…
Poonam Walia is the founder and principal of Precision Financials Inc in Worcester, Massachusetts. Her work focuses on tax planning, tax preparation, IRS representation, and financial strategy for individuals, business owners, entrepreneurs, and businesses.
Her profile identifies her credentials as EA, CFP(R), and CAA, and the source materials describe more than 20 years of experience with tax planning, IRS representation, and complex tax matters. Precision Financials also supports clients with ITIN certification, business formation, entity structuring, accounting, tax compliance, and advisory needs.
The firm serves Worcester County, including Worcester, Shrewsbury, Westborough, and nearby communities, with services spanning routine filings, tax resolution, state and federal tax representation, and planning for individuals and businesses.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | Standard | ||
| Tax resolution | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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