--- title: "About Wallace CPA, PLLC: a CPA Firm in Southlake, TX" description: "Wallace CPA, PLLC is a tax, accounting and business consulting firm in Southlake, Texas, at 180 State Street, Suite 225. What the firm does and how to reach it." url: https://wallacecpa.multisites.ai/about publisher: Wallace CPA phone: +1-877-682-1171 quote: https://wallacecpa.multisites.ai/contact --- About the firm # Wallace CPA, PLLC, a CPA firm in Southlake Tax, accounting and business consulting for individuals, families and businesses, from an office at 180 State Street, Suite 225 in Southlake. Firm Wallace CPA, PLLC What it is A tax, accounting and business consulting firm Office 180 State Street, Suite 225, Southlake, TX 76092 Phone [(877) 682-1171](tel:+1-877-682-1171) Email [ContactUs@wallacecpafirm.com](mailto:ContactUs@wallacecpafirm.com) Works with Individuals, families, businesses and non-profit organizations ![A woman at a desk marking a printed chart with a pen, beside a calculator](https://wallacecpa.multisites.ai/_astro/desk-with-charts.FvOxpukc_Z1Kkh7v.avif) ## What the firm does Wallace CPA prepares individual and business tax returns and plans ahead for the next ones. When the IRS sends a notice, or returns have gone unfiled, the firm reviews the situation and explains the options. For small businesses it keeps the books, runs payroll, sets up and cleans up QuickBooks, and helps with planning, financing and new business formation. It also does audits, reviews and compilations, forensic accounting and accounting for non-profit organizations. Each service has its own page with a short answer, what is included and what to bring. Start with [all services](https://wallacecpa.multisites.ai/services) or the [What brings you in?](https://wallacecpa.multisites.ai/#pc-home) folders on the home page. ## Existing clients Clients use a secure, password-protected client portal to store and reach their documents and to exchange working files with the firm. To send a file without an account, use [Send a file](https://wallacecpa.multisites.ai/send-a-file). Help with the portal is on the [client portal page](https://wallacecpa.multisites.ai/client-portal). ## How this site is written The guides, posts, tax due dates and city pages explain rules and dates with links to the IRS, the Texas Comptroller and the appraisal districts. They are general information, not advice for your situation. See the [disclaimer](https://wallacecpa.multisites.ai/disclaimer). Every Texas CPA firm must be licensed by the Texas State Board of Public Accountancy. Our guide shows [how to verify a Texas CPA license](https://wallacecpa.multisites.ai/guides/verify-a-texas-cpa-license) for any firm or CPA. ## Services ### Tax returns and planning Individual and business returns, and planning before the year ends. - [Tax preparation](https://wallacecpa.multisites.ai/services/tax-preparation) - [Tax planning](https://wallacecpa.multisites.ai/services/tax-planning) - [Individual tax and financial planning](https://wallacecpa.multisites.ai/services/individual-tax-and-planning) ### Business accounting Books, payroll, QuickBooks, advice, new businesses and assurance work. - [Small business accounting](https://wallacecpa.multisites.ai/services/small-business-accounting) - [Payroll services](https://wallacecpa.multisites.ai/services/payroll) - [QuickBooks setup, training and cleanup](https://wallacecpa.multisites.ai/services/quickbooks) - [Business advisory](https://wallacecpa.multisites.ai/services/business-advisory) - [New business formation](https://wallacecpa.multisites.ai/services/business-formation) - [Audits, reviews and compilations](https://wallacecpa.multisites.ai/services/audits-reviews-compilations) - [Forensic accounting](https://wallacecpa.multisites.ai/services/forensic-accounting) - [Non-profit organizations](https://wallacecpa.multisites.ai/services/nonprofit-accounting) ### [IRS problems](https://wallacecpa.multisites.ai/services/irs-problems) Notices, back taxes, unfiled returns, payment plans and representation. - [IRS notices and letters](https://wallacecpa.multisites.ai/services/irs-problems#notices) - [Back taxes owed](https://wallacecpa.multisites.ai/services/irs-problems#back-taxes) - [Unfiled returns](https://wallacecpa.multisites.ai/services/irs-problems#unfiled-returns) - [IRS payment plans](https://wallacecpa.multisites.ai/services/irs-problems#payment-plans) - [Offer in compromise](https://wallacecpa.multisites.ai/services/irs-problems#offer-in-compromise) - [Liens, levies and garnishment](https://wallacecpa.multisites.ai/services/irs-problems#liens-and-levies) - [Payroll tax problems](https://wallacecpa.multisites.ai/services/irs-problems#payroll-tax) - [Innocent spouse relief](https://wallacecpa.multisites.ai/services/irs-problems#innocent-spouse) - [Representation before the IRS](https://wallacecpa.multisites.ai/services/irs-problems#representation) [IRS problem resolution](https://wallacecpa.multisites.ai/services/irs-problems) ## Talk to Wallace CPA Call the Southlake office and say what you need: a return, an IRS letter, your books or a new business. Have the notice or last year's return nearby if you have one. [Call (877) 682-1171](tel:+1-877-682-1171)[Send a message](https://wallacecpa.multisites.ai/contact) 180 State Street, Suite 225, Southlake, TX 76092