Tax Services

Our firm offers a wide range of individual and business tax services to our clients. We offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates. Below is a sampling of our more common services. Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Planning

Our firm continuously monitors federal, state, and local tax legislation to identify the best tax planning opportunities for our clients to minimize current and future tax liabilities.

Tax Preparation

At Wallace Tax we prepare a wide variety of federal and multi-state returns.

• Individual
• Corporation
• Partnership
• LLC (Limited Liability Corporations)
• LLP (Limited Liability Partnerships)
• Estate & Trust
• Inheritance & Gift
• Non-Profit Returns and Annual Filings

Notice and Letter Assistance

We can represent you before the Internal Revenue Service or any State Department of Revenue in an audit or collection issue.

We can also assist with:

• Divorce Tax Issues
• Effects of Buying/Selling a Business
• Levy/Lien Release
• Installment Agreements (Federal and State)

Amendments

We are able to correct or modify Federal and State returns for the last 3 years.  Review of prior returns could optimize your tax results and minimize your tax consequences.

Free E-Filing & Direct Deposit

We offer free e-filing and direct deposit with any tax return. When using this service and receiving a refund, clients may begin to receive their tax refunds in as little as three days.