Questions
Frequently asked questions
Quick answers about the firm. For tax topics, see the guides and the glossary.
Where is Wallace CPA?
Wallace CPA, PLLC is at 180 State Street, Suite 225, Southlake, TX 76092. Call (877) 682-1171 or email ContactUs@wallacecpafirm.com before you visit.
What does Wallace CPA do?
Tax preparation and tax planning, help with IRS notices and back taxes, small business accounting, payroll, QuickBooks setup, training and cleanup, business advisory, new business formation, audits, reviews and compilations, forensic accounting, individual tax and financial planning, and accounting for non-profit organizations.
I got a letter from the IRS. What should I do first?
Read it, note the notice number and the date it asks you to respond by, and keep it. Do not ignore it. Call (877) 682-1171 before that date and have the letter and the return it mentions nearby. Our guide to IRS notices explains the common letters.
How do I send documents securely?
Clients with an account use the secure client portal (Client login at the top of every page). To send a file without an account, use the SecureSend page linked from Send a file.
Does the site list fees?
No. Fees depend on the work, so they are not published here. Call (877) 682-1171 to talk about what you need.
Is the information on this site tax advice?
No. Guides, posts and due dates are general information. Tax rules depend on your facts and change often, so talk with a CPA about your own situation before you act.
Do I need to live in Southlake to work with the firm?
The office is in Southlake. The city pages cover nearby cities such as Grapevine, Westlake, Trophy Club, Flower Mound and Roanoke. If you are farther away, call (877) 682-1171 and ask.
Can the firm talk to the IRS for me?
The IRS lets you authorize a CPA to represent you with Form 2848, Power of Attorney and Declaration of Representative. The IRS problems page explains how representation works.
I forgot my client portal password. What do I do?
Use the password reset link on the portal login page, or see the client portal page on this site for the reset link. If you still cannot get in, call the office.
Is Wallace CPA hiring?
The firm has said it is looking for licensed CPAs with at least four years of experience. See the careers page for how to send a resume.
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.