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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

5 employees

39 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
Projects and media
Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

20 reviews

5

85%

4

15%

3

0%

2

0%

1

0%

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pro avatar
Next Door L.

Jan 9, 2021

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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
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Olive S.

Apr 2, 2020

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Hired on Thumbtack

They are the ultimate professionals. They completed my taxes very quickly and answered all of my questions in such a supportive way. I would recommend them to everyone. Michael,and his staff are really personable to speak with and make everything understandable. Wallace Investments are the best tax service I have ever used.
Individual Tax Preparation
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Megan N.

Apr 3, 2020

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Hired on Thumbtack

Mike and Elton at Wallace were wonderful to work with in filing our taxes. The pricing was very reasonable, the work was done timely, they were extremely knowledgeable, and were very kind and patient in all of our interactions.
Individual Tax Preparation
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Nancy B.

Oct 23, 2020

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Hired on Thumbtack

I am thrilled that I hired Wallace Tax Preparation.
I am a single Mom during Covid in need of filing in three states, a combination of self employed, child support, alimony and part time employment. Mr. Wallace was extremely professional. He explained what needed to be done and the client portal made it so easy to submit my documents when I had gathered everything. Their staff also includes other professionals that may be needed throughout the future divorce proceedings. I wanted to chose a firm that was reasonably priced and that I can be with for a long time. They also handle investments when the time is right.
Highly recommend.
Individual Tax Preparation
pro avatar
JOSIE C.

Aug 7, 2019

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Hired on Thumbtack

VERY personable Extremely Knowledgeable with new tax laws
and professional with innovative ideas for business operations and future planning .. Highly recommend!
Accounting
Credentials
Background Check

Kelley Wallace

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