Wallace Consulting And Tax Services

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Introduction: We help with small business on all needs, including bookkeeping, setting up, payroll, reconciliations, and all tax needs. We also cover federal payroll and income taxes. We also offer contract controller and CFO, as needed. We also help with EFP or other financial software conversions.

Overview

Hired 4 times

Background checked

Payment methods

This pro accepts payments via Cash, PayPal, and Venmo.

Reviews

4.3

3 reviews

5

33%

4

67%

3

0%

2

0%

1

0%

Carol B.

Mar 13, 2015

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Hired on Thumbtack

Individual Tax Preparation

Elsa F.

Feb 24, 2015

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Hired on Thumbtack

Terry is very amicable and super nice. It is obvious that he is knowledgeable and does a good job. His rates are affordable. if you need someone to do your taxes he is your man, just make sure you have time because he takes a couple days to complete them, we didn't realize this so it took a week for us to get our completed taxes back(therefore only 4 stars), but I guess you can clarify that since the beginning if time is not on your side.

Individual Tax Preparation

John A.

Mar 4, 2018

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Hired on Thumbtack

Terry has been assisting us with our tax work for the last 2 years. He is a consummate professional and we are very happy with his work.

Accounting

Credentials

Background Check

Terry Wallace

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Not out to make a fortune, looking to build a long term business relationship.
What is your typical process for working with a new customer?
Gather information on past returns and or bookkeeping. Learn business objectives and future plans. Develop a plan to help streamline the bookkeeping and reduce taxes.
What education and/or training do you have that relates to your work?
Over 20 years in Accounting - CPA in Texas - BBA and MBA

Wallace Consulting And Tax Services

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