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?
- We are authorized to represent you before the IRS.
- We offer year-round support, guiding you on tax matters as they arise.
- We offer one-on-one guidance, ensuring you have a clear understanding of your tax situation
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
Kelly Morgan
John Wallace
Leigha Tipp
Ashley Pierce
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
I was struggling with the complex business formation process in Alabama and was uncertain about the best approach. Wallace Tax provided expert guidance and helped me understand the legal and financial intricacies. Thanks to their services, I could establish my business smoothly and confidently. Their knowledge and professionalism exceeded my expectations, and I am genuinely satisfied.
As a small business owner, tax preparation was a big headache. Wallace Tax completely changed the game. Their experts not only helped me with my business taxes but also provided valuable advice for better financial management. Their dedication to their clients is unmatched, and I’m incredibly satisfied with their services.
Managing my finances was a nightmare due to disorganized financial records. This chaotic situation made it incredibly challenging to track expenses and income accurately. Thankfully, Wallace Tax’s bookkeeping services came to my rescue. Their team of experts efficiently organized my financial records, bringing much-needed order to my financial affairs. This newfound organization has made it significantly easier for me to manage my finances effectively and make informed financial decisions.