About Wallace Accounting & Advisory
Your success is our success
We started Wallace Accounting & Advisory to be more than trusted CPAs and financial advisors; we are strategic partners committed to providing advice and education with a servant mindset. Our core values drive our mission to be significant in the lives of our employees, clients, and the communities we serve.
Since the founding of Wallace Accounting & Advisory in 2014, our priority has always been helping our clients to keep, grow, and protect their income and wealth. We do this by providing our clients an EDGE through comprehensive tax planning, sound advice, and sensible financial strategies.
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 through our bookkeeping and financial analysis services, tax preparation and tax planning services, and through sound financial planning.
Mission Statement
At WAA, we are more than trusted CPAs and financial advisors; we are strategic partners committed to providing advice and education with a servant mindset. Our core values drive our mission to be significant in the lives of our employees, clients, and the communities we serve.
Core Values
Guiding Principles for Financial Success
- Trusted Advisors: As fiduciaries, we build lasting relationships based on integrity, transparency, and trust. Our clients can rely on us to provide honest and unbiased financial guidance tailored to their unique needs and goals.
- Being Strategic: Our experienced team leverages extensive knowledge and experience to offer strategic tax planning, financial planning, and advisory services. We empower clients to make informed decisions that foster financial growth and stability.
- Commitment to Education: We believe in the power of knowledge. Through ongoing education initiatives, we equip our clients and employees with the tools and insights needed to navigate the complexities of the financial landscape confidently.
- Servant Mindset: We are dedicated to being a dependable partner for our clients and employees, providing consistent support and solutions that address their evolving needs and challenges.
- Significant Impact: We desire to be a positive force in the lives of our employees, clients, and communities. We strive to create an environment where our employees feel valued and inspired, our clients achieve greater wealth and security, and our communities thrive through our contributions and involvement.
