We Help You Keep, Grow, and Protect Your Wealth

Book Your Consultation Today to Secure Your Financial Future

The Cost of Inaction

Protect Your Financial Future with Proactive Tax & Financial Planning

Missed Opportunities

Without proactive tax planning and financial strategies for you and your business, you could miss out on significant opportunities to maximize your income and grow your wealth.

Unnecessary Risks

Risk is unavoidable. That is why you need a trusted team of proactive planners to navigate those risk with.

Lost Wealth

Failing to implement a comprehensive strategy could result in lost wealth, missed tax savings, and compromised financial security for your family and your business.

We Provide A Range of Services to Meet All Your Needs

Tax Planning & Preparation

WAA provides tailored tax planning and consulting to maximize deductions, minimize errors, and safeguard your wealth. Our services include tax returns, estate planning, and IRS audit support, and more

Financial Planning

At WAA, we provide personalized financial advice tailored to your unique goals, always prioritizing your best interests. As fiduciaries, we offer unbiased guidance, earning the trust of many businesses.

Accounting Services

Wallace Accounting & Advisory provides accounting services for businesses and individuals, including payroll, audits, taxes, and financial advising. Choose the services you need for personalized solutions. Trust our team with your books.

Fractional CFO

WAA offers Fractional CFO services, providing trusted financial oversight without the cost of a full-time CFO. We handle budgeting, forecasting, cash flow management, and strategic planning to help your business grow. Gain top-tier financial guidance on a flexible basis.

Our Financial Solutions

Our Financial Solutions

Protect and Grow Your Wealth

Business Insight: With experience as business owners, we offer strategic advice that goes beyond numbers, helping you make informed decisions that drive growth.

Proactive Tax Strategies: We identify opportunities to minimize your tax burden, allowing you to keep more of what you earn.

Integrated Financial Services: Our team provides tax planning, financial planning, tax preparation, bookkeeping, and strategic advisory services all under one roof.

Holistic Financial Planning: We develop customized financial plans that address both your personal and business goals, ensuring your entire financial life is aligned.

Wealth Protection: From asset protection strategies to estate planning, we help safeguard your wealth against risks, lawsuits, and other threats.

Your Trusted Advisors

Guiding Your to Financial success

At Wallace Accounting & Advisory, we are more than just accountants—we are your strategic partners. Our team of experienced tax planners, financial planners, and business consultants knows your challenges as an entrepreneur or high-income earner. We’ve been in your shoes, managing payroll, balancing growth with financial stability, and ensuring that our families and employees are well cared for. With our deep expertise and firsthand experience, we guide you through complex financial landscapes, helping you make decisions that lead to long-term success.

Your Path to Financial Security

Follow Our Simple Plan to Take Control of Your Finances

Schedule a Consultation

Book a time to speak with our team to discuss your financial and tax planning needs.

Get a Customized Strategy

We’ll create a personalized plan that aligns with your goals and helps you keep, grow, and protect your wealth.

Financial Peace of Mind

With our trusted guidance, you’ll be confident that your financial future is secure and optimized.

We Save Your Business Money

See How much we've saved other small businesses

Financial Peace of Mind

We align your financial goals

Why Settle for Disconnected Advice When You Can Have a Cohesive Strategy? Navigating the financial world can be overwhelming, especially when different advisors provide conflicting or untimely advice. At Wallac Accounting & Advisory, we bring together all the essential financial services—tax planning, financial planning, bookkeeping, and strategic advisory—under one roof. Our integrated approach ensures that every aspect of your financial life is aligned with your goals. Whether you’re looking to optimize your tax strategy, grow your wealth, or protect your assets, our Family Office structure provides the proactive, coordinated advice you need. We understand that as your wealth grows, so do your challenges. From mitigating tax burdens to defending against potential legal risks and planning for retirement, our team is here to support you every step of the way. Don’t leave your financial future to chance—work with a team that helps you Keep, Grow, and Protect the income and wealth you’ve worked hard to build.

Insights & Strategies from Your Trusted CPA

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