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File and prepare your taxes in one place!

Are you worried about filing tax returns or starting a business but do not know what to do? You are in the right place. Get personalized tax preparation, efficient return filing, and strategic advice to maximize savings and minimize worries. Wallace CPA makes numbers easier for you than ever before.

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251-865-0205

Know Wallace Tax

For 35 years, in the heart of Alabama, we’ve been your trusted source for expert tax planning and financial services. Our team is dedicated to ensuring your financial security. From tax planning to financial solutions, we’ve got you covered. Your financial well-being is our priority.

Why work with Expert EA?

Our Motive?

To be by your side. With continuous support, trust us that we’re here for you whenever you need assistance. Focused on full transparency, ensuring no hidden fees or surprises in services

Over the years, we have assisted 800+ clients with tax preparation. We have filed 11,000+ tax returns.

Want to be among our happy clients?

Meet the faces behind your success

We are a powerful team of tax experts committed to your financial success. With each member bringing their unique talents and experience, we guarantee nothing short of top-tier service and unparalleled expertise for you.

Gerrie Lynn Wallace

Founder & EA, Wallace Tax

Kelly Morgan

Office Manager

John Wallace

Support Staff

Leigha Tipp

Support Staff

Ashley Pierce

Support Staff

Our Mission

The mission is to offer exceptional income tax services that cater to the needs of families and individuals in the close-knit small town community. Focused on family values, the aim is to establish a warm and welcoming environment where clients feel comfortable discussing their financial matters. The goal is to reduce the stress and complexity of tax difficulties by providing expert guidance and personalized solutions that optimize financial well-being.

Our Vision

Lighting the way for better finances, we aim to create a supportive community. With clear, smart, and new financial ideas, we want to build trust and turn challenges into chances for your success. Our goal is to be your guide, making sure your money matters are in safe hands.

Experience the ease of stress-free tax solutions with Wallace Tax. Let's make taxes less taxing for you today!

Our Legacy

We have been here since 1988 and have seen many ups and downs in tax services. But continued to serve for 35+ years now.

In these years Wallace,

Earned the trust of countless clients through our top-notch services.

Helped clients achieve and maintain financial stability.

Constantly adapted to changing financial landscapes in order to provide cutting-edge solutions.

Our Values

Client-oriented

Client-oriented because every individual, family, and business is unique, and their financial needs are distinct. 

Accessible

Accessible by offering the best service to the clients to help them make wise financial decisions.   

Around the clock

Around the clock support, ensuring you have assistance when needed.

No Hidden Fees

Transparent pricing, with no surprises or hidden costs in the services offered.

Full Transparency

Complete transparency in transactions and interactions.

Our Happy Clients just made our day

Whether it's a return file or a simple tax issue, Wallace is just a call away. Get in touch with Wallace Tax, and let's find the solution to your problem together.

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