Tax Services

We provide a full range of business and individual tax and accounting services that range from return preparation to tax consulting, to the resolution of tax controversies.

As part of your financial team, Wallace Valuation Advisors will help you achieve business goals through innovative tax solutions that preserve already-created capital and foster future financial growth. We are committed to listening carefully to our clients’ needs and exceeding their expectations.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered by the Firm include, but are not limited to:

Tax Planning and Return Preparation:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts and gift
  • Non-for-profit organizations
  • Identification of Tax Issues
  • Tax Research
  • Taxing Authority Representation
  • Divorce and Support Issues
  • Tax Effects of Buying/Selling a Business

For more information, please contact: