An Introduction To Who We Are

Thanks in advance for taking the time to check out our monthly newsletter. My name is Russell Wallace and I am a CPA and co-founder of Wallace Accounting & Advisory. For the past 6 years, my team and I have been 100% focused and committed to helping dentists and physicians keep more of their hard-earned money by implementing personalized tax strategies designed to specifically for healthcare professionals like yourself.

Because we focus on building one to one relationships with each of our clients, we are able to learn more about each doctor’s specific situation and work with them to put them into the best and most tax advantaged situation possible. We do not simply focus on calculating your tax bill for the previous year and submitting your returns, we work with you to lower your tax bill ahead of time.

According to the Internal Revenue Service reports, over 80% of people overpay on their taxes. Independent studies show approximately 9 out of 10 businesses overpay on their taxes. Multiple news sources reported that the federal government collected a record amount of money from individual income tax filers during the calendar year 2018.

That’s your money. You worked for it. Our mission is to help you keep more of it. Imagine what you can do with all the extra income you may be sending to the IRS each year. What impact would it have on your retirement savings or paying off your school loans earlier. Would you be able to take a longer vacation with your family as a reward for all your hard work?

That’s where we come in with an emphasis on building one to one relationships with you, understanding your unique situation, and helping you plan for your needs today but also in the future as your career and earning potential grows.

Whether you are an associate dentist working for a solo or group practice or you are a practice or multi-practice owner yourself, we believe you deserve to work with someone that understands your business, your industry, and your challenges.

Not only have we committed to working exclusively with healthcare providers, our team has a vast array of operational experience and industry knowledge earned in the trenches. We have started dental management companies, led large Dental and Medical organizations at an executive level, managed private equity transactions, and been industry consultants for healthcare clients of all sizes.

In addition to income tax planning and filing, we also assist you with audits, back tax appeals, and other related matters. We also have a full-service team that can do bookkeeping, accounting, assist with bank financing, payroll, business valuations, and consulting.

I would like to personally invite you to consider working with us on your upcoming tax filing and any other needs you may have. You have my personal assurance that you will receive the utmost attention and care you deserve and that you will be fully confident that you are paying the absolute minimum tax payment required by the law.

To learn more and setup your complimentary one on one tax planning consultation, please click on the button below. We look forward to working with you.

Russell Wallace, CPA
Wallace Accounting & Advisory