Tax Planning & consultation
Clarity & Peace of Mind
Handling your taxes on your own – personal or business – can be confusing and overwhelming. But at Wallace Accounting & Advisory, we bring the clarity and peace of mind your financials need. After all, you cannot grow when you are weighed down by heavy taxes or are dealing with the consequences of poor tax planning in the past.
Tax planning and consulting are essential for your financial growth and financial health. They can address federal (and state) income tax, retirement tax, estate tax, small business tax, and more. And ensure that you don’t pay more than necessary. There are deductions, credits, and exemptions that you can take advantage of – if you know how to. And, we do.
Optimize Your Taxes and Preserve Wealth
Get the Maximum Deduction
With tax planning and consulting, you can maximize deductions, reduce errors, and preserve your wealth. Whether you’re having a great year financially or facing challenges, it’s crucial to monitor and adjust your tax strategy throughout the year. Tax regulations and your financial situation can change, so ongoing planning is essential. We offer the following services:
- Federal & State Income Tax Returns
- Federal & State Corporation Tax Returns
- Tax Ramifications for Various Transactions
- Estate Planning
- Corporate Tax Planning
- Individual Tax Planning
- Representation for IRS Audit
- And Much More
Today is the day to start planning for your future.
We Are Here For You
It doesn’t matter how simple or complex your tax situation is.
Tax Planning Tailored for You
At Wallage Accounting & Advisory, we get to know you, your financial situation, and your goals. Each individual person requires a custom tax plan.
Small Tax Liability - Big Financial Gain
We go to work creating a strategic plan that will minimize your tax liabilities and maximize your financial gains.
Achieve Your Goals
Whether you are looking for tax planning and consulting for yourself or your business, when you work with our team of professionals, you will find yourself in a much better position financially.
We Save Your Business Money
See How much we've saved other small businesses
This Firm is a Must!
How much can we save you?
Caleb Mayes
How much can we save you?
They Operate with Our Best Interests in Mind
How much can we save you?
Dr. Sara Mahmood
How much can we save you?
Outstanding Work. I Highly Recommend!
How much can we save you?
Larry Key
How much can we save you?
A great benefit to our small business!
How much can we save you?
Kelley Irwin
How much can we save you?
Frequently Asked Questions
Get Your Answers Here
While it isn’t something you have to do, it does come highly recommended – especially since taxes are inevitable. Analyzing your current financial situation can put you in a much better tax situation for the future.
Many people find themselves owing money to the IRS for one reason or another. Not clearing up this debt can lead to some trouble. Regardless of what you are dealing with when it comes to the IRS, having a professional tax team working for you – and representing you – can help to ease the situation. Of course, then develop a strategy to increase your tax efficiency going forward.
A small business accountant can help you make a plan to reduce your tax liability, consult with you on ways to better allocate your funds, and even help you understand the benchmarks of your financial performance so that you can improve. Working closely together, your private practice may very well reach a level of financial stability.