It’s free with no obligation to hire
Hired 15 times
32 years in business
(Eastern Time Zone)
8:00 a.m. to 7:00 p.m.
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Wallace Tax preparation & Accounting promptly provided important information regarding investing which Wallace was greatly familiar with. Well done!!Aug 21, 2019Verified
My experience with Mike Wallace, when I have a complIcation with my account, he assist action to perceive a way to secure the matter.Jul 24, 2019Wallace Tax preparation & Accounting's reply
Thanks Jerryann ..we got it resolved and you saved the 10% IRS penalty and income tax on your investment.
He provided me with excellent tax advice that saved me thousands of dollars. He also set me up with an accounting program that was able to sync with my business bank account automatically uploading my expenses and sales in the accounting software and then connecting that with tax software automatically uploading that information on my tax returns every year. This technology has saved me thousands of dollars and hours. My recommendation is please contact them they use the latest technology and tax deductions that will save you time and money and that is key with any Tax Advisor. They also are licensed as a financial adviser, real estate broker and insurance broker. Just last year I needed advice on selling my house and they were able to help me on the sale of the house and invest the proceeds. They are a full service financial company I can go to them for tax, investment, financial planning, real estate, insurance and legal advice on my business, they have everything in one company. I've been looking for a company like that for years and nobody offers all the services that they do. I highly recommend everyone to contact and speak to mr. WallaceJul 24, 2019Wallace Tax preparation & Accounting's reply
Thank you so much for the great review. It makes us feel very proud to be able to help someone, This was the reason I started the company, to be able to do something other companies were not providing. michael
Was prompt in providing a quote and explaining the tax intricacies.Aug 13, 2019Verified
Thanks a lot for guiding me in the right path before making a huge decision.Aug 15, 2019Verified
License Type: Investment Adviser Firm (NY)