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Wallace Tax preparation & Accounting

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About
In 2019 Wallace Investments has been honored by being named on the front cover of "THE TOP 100 PEOPLE IN FINANCE" With my company we focus on quality. I never cut corners. Thats why my clients save more money with us on their taxes.
Overview

Hired 40 times

Background checked

License verified

5 employees

38 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Venmo.

Social media

Facebook

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2022

Top Pro Icon

2021

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2020

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

4 photos

Projects and media

4 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Excellent 4.9

20 reviews

5

85%

4

15%

3

0%

2

0%

1

0%

Read reviews that mention:

pro avatar
Izreel J.

Aug 20, 2019

•

Hired on Thumbtack

Wallace Tax preparation & Accounting promptly provided important information regarding investing which Wallace was greatly familiar with. Well done!!
Accounting
pro avatar
Jerryann R.

Jul 24, 2019

My experience with Mike Wallace, when I have a complIcation with my account, he assist action to perceive a way to secure the matter.
Wallace Tax preparation & Accounting's reply
Thanks Jerryann ..we got it resolved and you saved the 10% IRS penalty and income tax on your investment.
pro avatar
Taveechok s.

Jul 23, 2019

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. Wallace
Wallace 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
pro avatar
Max W.

Jan 26, 2021

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Hired on Thumbtack

When you need a team to get on top of a job with a deadline who can deliver a secure and polished job under pressure (or just in New York City-time) these are the top tier guys to do it. I needed a report done, they were the only guys on thumbtack to call, follow up, revise and deploy within 24 hours.
Accounting
pro avatar
Next Door L.

Jan 9, 2021

•

Hired on Thumbtack

What a fine Gentleman! We scheduled a consultation to discuss tax strategies and he gave me so much more than expected by presenting me with other tax strategies I wasn't aware of. Pleasant and attentive. Thank you Wallace.
Accounting
Credentials
License

License type: Investment Adviser Firm

License state: NY

License verified on 7/23/2019

Background Check

Kelley Wallace

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