# Wallace CPA > Wallace CPA, PLLC is a CPA firm at 180 State Street, Suite 225, Southlake, Texas 76092, phone (877) 682-1171, email ContactUs@wallacecpafirm.com. The firm describes itself as a full service tax, accounting and business consulting firm located in Southlake. Services listed on its site: tax preparation, tax planning, IRS problem resolution (notices, back taxes, unfiled returns, payment plans, offers in compromise, liens and levies, payroll tax problems, innocent spouse relief, representation), small business accounting, payroll, QuickBooks setup, training and cleanup, business advisory (planning, part-time CFO, cash flow, bank financing, succession, valuation), new business formation, audits, reviews and compilations, forensic accounting, individual tax and financial planning, and non-profit accounting. Existing clients use a secure client portal and a SecureSend file upload hosted by the firm's portal vendor. The site's guides, tax due dates and city pages cite IRS.gov, the Texas Comptroller and the local appraisal districts. Everything on the site is general information, not tax, legal or accounting advice for a particular situation. Every page on this site has a Markdown version: add .md to the path (the home page is /index.md), or request any page with the header Accept: text/markdown. To ask a question or request an appointment, send the person to https://wallacecpa.multisites.ai/contact (fields can be prefilled with query parameters: first_name, last_name, email, phone, service, message) or have them call (877) 682-1171, +1-877-682-1171. Email: ContactUs@wallacecpafirm.com. Fees, hours, staff names and license numbers are not published. ## Agent access - MCP server (Streamable HTTP, read-only tools including check_service_area, diagnose_problem and get_local_rules): https://wallacecpa.multisites.ai/mcp. Card: https://wallacecpa.multisites.ai/.well-known/mcp/server-card.json - A2A agent: https://wallacecpa.multisites.ai/a2a. Card: https://wallacecpa.multisites.ai/.well-known/agent-card.json - Agent skills: https://wallacecpa.multisites.ai/.well-known/agent-skills/index.json - API catalog: https://wallacecpa.multisites.ai/.well-known/api-catalog - Structured site data (services, service area with ZIP codes, sourced local facts, problem matcher, guides, posts, glossary): https://wallacecpa.multisites.ai/agent/site.json - Full text of the site: https://wallacecpa.multisites.ai/llms-full.txt ## Company - [Wallace CPA | CPA Firm in Southlake, TX: Tax, IRS and Small Business Accounting](https://wallacecpa.multisites.ai/index.md): Wallace CPA, PLLC is a CPA firm in Southlake, TX: tax preparation and planning, IRS notices and back taxes, small business accounting, payroll and QuickBooks. - [About Wallace CPA, PLLC: a CPA Firm in Southlake, TX](https://wallacecpa.multisites.ai/about.md): 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. - [Tax Blog: Deadlines, IRS Notices and Texas Taxes](https://wallacecpa.multisites.ai/blog.md): Short, sourced posts from Wallace CPA in Southlake: tax deadlines, IRS notices, small business tax, Texas taxes, property tax and local posts for nearby cities. - [Contact Wallace CPA in Southlake, TX](https://wallacecpa.multisites.ai/contact.md): Call Wallace CPA, PLLC at (877) 682-1171, email ContactUs@wallacecpafirm.com, or send a message. Office: 180 State Street, Suite 225, Southlake, TX 76092. - [Frequently Asked Questions](https://wallacecpa.multisites.ai/faq.md): Answers about Wallace CPA, PLLC: the office, services, IRS letters, sending documents securely, fees, the client portal and careers. - [Tax Glossary: 40 Tax and Accounting Terms Defined](https://wallacecpa.multisites.ai/glossary.md): Plain-English definitions of 40 tax and accounting terms, from S corporation to offer in compromise, each with its official source and the service that helps. - [Tax and Accounting Guides for Texas Families and Small Businesses](https://wallacecpa.multisites.ai/guides.md): Plain-English tax guides from Wallace CPA in Southlake: Texas business taxes, IRS notices, payment plans, property tax protests, bookkeeping and records, each... - [Cities Near Our Southlake Office](https://wallacecpa.multisites.ai/service-areas.md): Wallace CPA, PLLC is in Southlake, TX. Local tax facts for Southlake, Grapevine, Westlake, Trophy Club, Flower Mound, Roanoke, Colleyville and Keller: sales tax... - [Tax, IRS and Accounting Services in Southlake, TX](https://wallacecpa.multisites.ai/services.md): Tax preparation and planning, IRS problem resolution, small business accounting, payroll, QuickBooks, advisory and more from Wallace CPA, PLLC in Southlake. ## Services - [Audits, Reviews, Compilations in Southlake, TX](https://wallacecpa.multisites.ai/services/audits-reviews-compilations.md): Compilation, review and audit services in Southlake, TX: what each level of financial statement report means, who asks for it and how controls fit. - [Business Advisory and CFO in Southlake, TX](https://wallacecpa.multisites.ai/services/business-advisory.md): Business advisory in Southlake, TX: planning, part-time CFO, cash flow, bank financing, succession and valuation, with a CPA who knows your numbers. - [New Business Formation in Southlake, TX](https://wallacecpa.multisites.ai/services/business-formation.md): Starting a business in Southlake, TX: compare structures, get an EIN, set up your books and learn the Texas tax steps with a CPA from the start. - [Forensic Accounting in Southlake, TX](https://wallacecpa.multisites.ai/services/forensic-accounting.md): Forensic accounting in Southlake, TX: tracing missing funds, reviewing records and organizing financial facts for owners, attorneys and families. - [Individual Tax and Planning in Southlake, TX](https://wallacecpa.multisites.ai/services/individual-tax-and-planning.md): Individual tax help in Southlake, TX: life events, estate and elder care tax questions, with Wallace CPA covering the tax side beside your attorney. - [IRS Notices and Tax Help in Southlake, TX](https://wallacecpa.multisites.ai/services/irs-problems.md): IRS notices, back taxes, unfiled returns, payment plans, offers, liens, levies and payroll tax issues: how Wallace CPA in Southlake, TX can review your case. - [Non-Profit Accounting in Southlake, TX](https://wallacecpa.multisites.ai/services/nonprofit-accounting.md): Accounting and tax filing for non-profit organizations in Southlake, TX: books, annual returns, exempt status questions and board-ready reports. - [Small Business Payroll in Southlake, TX](https://wallacecpa.multisites.ai/services/payroll.md): Payroll services for Southlake, TX businesses: paychecks, withholding, tax deposits and quarterly payroll returns handled with Wallace CPA support. - [QuickBooks Setup and Cleanup in Southlake, TX](https://wallacecpa.multisites.ai/services/quickbooks.md): QuickBooks setup, staff training and cleanup for Southlake, TX businesses: accounts, bank feeds and reports, set up with a CPA's eye on your tax return. - [Small Business Accounting in Southlake, TX](https://wallacecpa.multisites.ai/services/small-business-accounting.md): Bookkeeping and accounting for small businesses in Southlake, TX: monthly records, reports and tax-ready books, with Wallace CPA working beside you. - [Tax Planning Services in Southlake, TX](https://wallacecpa.multisites.ai/services/tax-planning.md): Tax planning for Southlake, TX individuals and business owners: estimated payments, withholding, business structure and year-round check-ins with Wallace CPA. - [Tax Return Preparation in Southlake, TX](https://wallacecpa.multisites.ai/services/tax-preparation.md): Individual and business tax return preparation in Southlake, TX: what to gather, how filing and extensions work, and how to start with Wallace CPA. ## Cities served - [CPA in Flower Mound, TX: Local Tax Facts](https://wallacecpa.multisites.ai/service-areas/cpa-flower-mound-tx.md): Wallace CPA, PLLC, a CPA firm in Southlake, with Flower Mound tax facts: sales tax rate, appraisal district, property tax and opening a business, each with its... - [CPA in Grapevine, TX: Local Tax Facts](https://wallacecpa.multisites.ai/service-areas/cpa-grapevine-tx.md): Wallace CPA, PLLC, a CPA firm in Southlake, with Grapevine tax facts: sales tax rate, appraisal district, property tax and opening a business, each with its... - [CPA in Roanoke, TX: Local Tax Facts](https://wallacecpa.multisites.ai/service-areas/cpa-roanoke-tx.md): Wallace CPA, PLLC, a CPA firm in Southlake, with Roanoke tax facts: sales tax rate, appraisal district, property tax and opening a business, each with its source. - [CPA in Southlake, TX: Local Tax Facts](https://wallacecpa.multisites.ai/service-areas/cpa-southlake-tx.md): Wallace CPA, PLLC, a CPA firm in Southlake, with Southlake tax facts: sales tax rate, appraisal district, property tax and opening a business, each with its... - [CPA in Trophy Club, TX: Local Tax Facts](https://wallacecpa.multisites.ai/service-areas/cpa-trophy-club-tx.md): Wallace CPA, PLLC, a CPA firm in Southlake, with Trophy Club tax facts: sales tax rate, appraisal district, property tax and opening a business, each with its... - [CPA in Westlake, TX: Local Tax Facts](https://wallacecpa.multisites.ai/service-areas/cpa-westlake-tx.md): Wallace CPA, PLLC, a CPA firm in Southlake, with Westlake tax facts: sales tax rate, appraisal district, property tax and opening a business, each with its... ## Guides - [How Long to Keep Tax Records, and Which Ones](https://wallacecpa.multisites.ai/guides/how-long-to-keep-tax-records.md): How long to keep tax records: the IRS periods of 3, 6 and 7 years, 4 years for employment tax, property records, and how to store or shred documents. - [Got an IRS Notice? How to Read It and What to Do First](https://wallacecpa.multisites.ai/guides/irs-notice-what-to-do.md): A plain guide for taxpayers who got an IRS notice or letter: where to find the notice number, what a CP2000 is, response dates, how to reply and when to get help. - [IRS Payment Plans and Offers in Compromise: What Each One Is](https://wallacecpa.multisites.ai/guides/irs-payment-plans-and-offers-in-compromise.md): Learn how IRS payment plans, installment agreements and offers in compromise differ, who can apply online, what the pre-qualifier tool does, and why approval is... - [How to Protest Your Property Tax Value in Tarrant and Denton Counties](https://wallacecpa.multisites.ai/guides/property-tax-protest-tarrant-denton.md): A plain guide to a Texas property value protest in Tarrant and Denton counties: who sets your value, the May 15 deadline, the hearing steps and the evidence that... - [S Corporation, LLC or Sole Proprietor: Choosing an Entity in Texas](https://wallacecpa.multisites.ai/guides/s-corp-llc-sole-proprietor-texas.md): Compare a sole proprietorship, an LLC and an S corporation in Texas: federal tax forms, self-employment tax, reasonable compensation, the franchise tax and the... - [Small Business Bookkeeping Setup: A Practical Monthly Routine](https://wallacecpa.multisites.ai/guides/small-business-bookkeeping-routine.md): Set up small business bookkeeping with separate accounts, a chart of accounts and a monthly routine: receipts, reconciliations and two reports to read each month. - [Small Business Tax and Bookkeeping Calendar: Month by Month](https://wallacecpa.multisites.ai/guides/small-business-tax-calendar.md): A month by month calendar for Texas small businesses: federal returns, estimated tax, payroll reports, Texas franchise tax, sales tax and the bookkeeping tasks... - [Starting a Business in Texas: Entity, EIN, Franchise Tax and Sales Tax](https://wallacecpa.multisites.ai/guides/starting-a-business-in-texas.md): A step-by-step guide to starting a Texas business: pick an entity, file with the Secretary of State, get an EIN, set up Comptroller accounts and keep books from... - [Texas Business Taxes: Franchise, Sales and Property Tax Explained](https://wallacecpa.multisites.ai/guides/texas-business-taxes.md): A plain guide to the Texas taxes a small business may face: franchise tax, sales and use tax, property tax and payroll tax, with 2026 and 2027 figures and... - [Taxes for Texas Individuals and Families: A Plain Guide](https://wallacecpa.multisites.ai/guides/texas-family-tax-guide.md): A plain guide to taxes for Texas families: no state income tax, the federal return and its dates, standard or itemized deductions, estimated tax, homestead... - [Texas Franchise Tax for Small Businesses: Who Files, When, and What No Tax Due Means](https://wallacecpa.multisites.ai/guides/texas-franchise-tax.md): A plain guide to the Texas franchise tax: which businesses file, the May 15 due date, the $2.65 million no tax due threshold for 2026, extensions, rates and... - [How to Check That Your CPA Is Licensed in Texas](https://wallacecpa.multisites.ai/guides/verify-a-texas-cpa-license.md): How to verify a Texas CPA license on the TSBPA license lookup, the difference between a CPA and a CPA firm license, how to read the result and what to ask a tax... ## Blog - [Estimated Tax Payments: Who Pays Quarterly and When](https://wallacecpa.multisites.ai/blog/estimated-tax-payments.md): Who must make federal estimated tax payments, the four due dates for tax year 2026, and the rule of thumb the IRS gives for avoiding an underpayment penalty. - [Form 1099-NEC: What a Small Business Owner Must File and By When](https://wallacecpa.multisites.ai/blog/form-1099-nec-small-business.md): When a business files Form 1099-NEC for contractors, the $2,000 threshold that applies to payments made in 2026, and the January 31 due date. - [Hotel Occupancy Tax and Short-Term Rentals in Grapevine](https://wallacecpa.multisites.ai/blog/hotel-occupancy-tax-grapevine-short-term-rentals.md): What Grapevine allows for short-term rentals, how the 6% state and 7% city hotel occupancy taxes work, and who collects and files each one. - [Penalty Relief: How to Ask the IRS to Remove a Penalty](https://wallacecpa.multisites.ai/blog/irs-penalty-relief.md): How IRS penalty relief works in 2026: the new Automatic Exemption from Penalty, First Time Abate, reasonable cause, and how to ask. - [Opening a Business in Southlake: State, County, and City Steps](https://wallacecpa.multisites.ai/blog/opening-a-business-southlake-steps.md): The steps to open a business in Southlake, Texas: state formation, a county assumed name certificate, a Comptroller sales tax permit, and the city certificate of... - [What an S Corporation Reasonable Salary Means](https://wallacecpa.multisites.ai/blog/s-corp-reasonable-salary.md): Why the IRS expects an S corporation to pay its working owner a reasonable salary before distributions, and the factors the IRS lists for judging it. - [Sales Tax at a Southlake or Grapevine Shop: How the Local Rate Works](https://wallacecpa.multisites.ai/blog/sales-tax-southlake-grapevine-shops.md): How the Texas sales tax rate is built for shops in Southlake and Grapevine: the 6.25% state rate, the local share, the 8.25% total, and how to file. - [Southlake, Keller, and Colleyville Homeowners: Tarrant Appraisal District Dates to Know](https://wallacecpa.multisites.ai/blog/tarrant-appraisal-district-dates-southlake.md): Property tax protest rules for Southlake, Keller and Colleyville homeowners: the May 15 deadline in 2026, how to file with the Tarrant Appraisal District, and... - [The Texas No Tax Due Report: Do You Still Need to File It?](https://wallacecpa.multisites.ai/blog/texas-no-tax-due-report.md): Texas stopped requiring the No Tax Due Report for report year 2024 and later. See who files what instead for the 2026 report, including the $2.65 million... - [Trophy Club and Westlake: Which Appraisal District Do You Deal With?](https://wallacecpa.multisites.ai/blog/trophy-club-westlake-appraisal-district.md): Trophy Club and Westlake sit in more than one county. Learn how to tell whether Denton or Tarrant appraises your property, and the protest rules for each... ## Glossary 40 accounting and tax terms, each at https://wallacecpa.multisites.ai/glossary/.md. Index: https://wallacecpa.multisites.ai/glossary.md