Wallace Tax preparation & Accounting
Offers remote services
Discounts available
Offers remote services
Discounts available
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Special tax situations
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Introduction: 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 38 times
Background checked
License verified
5 employees
34 years in business
Payment methods
Cash, Check, Credit card, PayPal, Venmo
Social media
Top pro status
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Specialties
Special tax situations
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Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
20 reviews
5
85%
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15%
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Read reviews that mention:
Next Door L.
Accounting
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.
Jan 9, 2021
·Verified
Nancy B.
Individual Tax Preparation
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.
Oct 23, 2020
·Verified
Megan N.
Individual Tax Preparation
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.
Apr 3, 2020
·Verified
Olive S.
Individual Tax Preparation
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.
Apr 2, 2020
·Verified
Max W.
Accounting
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.
Jan 26, 2021
·Verified
Credentials
License
License Type: Investment Adviser Firm (NY)
Background Check
Kelley Wallace