Wallace & Associates provides professional, personal tax and accounting services.   We provide the following services:

Individual Services

  • Individual Tax Returns
  • Tax Planning
  • Representation to IRS and State/Local Taxing Authorities
  • Tax Shelter Analysis
  • Personal Financial Planning
  • Divorce Consultations
  • Education Funding Consultations
  • Estate Planning and Will Consultations

Business Services

  • Tax Return Preparation for Corporations, LLC's, Partnerships, and Nonprofit Organizations
  • Tax Planning
  • Choice of Entity Analysis and Business Start-up Consultations
  • Payroll, Personal Property and Sales Tax Compliance
  • Multi-state Registration and Tax Return Filings
  • Benefit Plan Returns and Related Filings
  • Preparation of Budgets, Forecasts and Projections
  • Accounting Software Consultations and Implementations
  • Bank Financing
  • Mergers, Sales and Acquisitions
  • Employee Benefit Plan Consultations
  • Bookkeeping
  • Compilations and Reviews

Estate and Trust Services

  • Income Tax Return Returns
  • Estate Tax Returns
  • State Probate and Court Filings
  • Tax Planning

Please call our office at 1(888)979-1040 for a free initial consultation.