Who We Are

We started Wallace Accounting & Advisory with one goal in mind, to add value in everything that we do. We do that first and foremost by building lasting relationships with amazing people. We provide the full accounting and financial planning resources you would expect from a large firm while maintaining the personal touch only a small firm can offer. 

Since Wallace Accounting & Advisory was founded in 2014, our priority has always been helping our clients to keep, grow, and protect their income and wealth. We do this through comprehensive tax planning, sound advice, and sensible financial strategies. We call this our EDGE Strategy.

Efficient tax structure
Deduction and credit maximization
Growth advice
Eduction

We know that business owners, executives, and managers are always struggling to keep up with all the demands of their businesses, customers, and families. Wallace Accounting & Advisory offers services at all stages of the business life cycle. Whether you are looking to purchase a business, optimize your tax structure, improve productivity and controls, reduce expenses, raise capital, or are ready to retire and sell your business, Wallace Accounting & Advisory can help you achieve your goals.

Our passion is helping you. Your success is our success.