When it comes to your investments - whether it is for a comfortable retirement or funding your child's education - you need a financial advisory firm that is looking out for your best interests. Our team not work on commissions - we work for you, and we make sure you're happy. We adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first.
If you are preparing to sell your practice or group of practices within the next 24 months, our firm can help position you to receive the maximum value for your practice or group. We take a hands on approach to cleaning up your financials and data plus we help implement key systems and processes that in our experience, have a major impact on your valuation.
If you are preparing to sell your practice or group of practices within the next 24 months, our firm can help position you to receive the maximum value for your practice or group. We take a hands on approach to cleaning up your financials and data plus we help implement key systems and processes that in our experience, have a major impact on your valuation.
Services
Wallace Accounting and Advisory was founded in 2014 by seasoned dental professionals. Not just accountants or consultants, but people that had run and owned dental practices. They had experience in one the largest public accounting firms in the state of Texas and as a dental industry consultant looking to start a new dental management company.
If you need personal accounting or business consulting, please contact us for a custom quote. We offer free consultations for all our services and will explain all pricing up front before you make your decision. Please be as detailed as possible so we can be fully prepared for our first meeting. If you need immediate assistance, please call us at (214)-741-6721 to be connected right away.
Reviews (3)
Mike Schnappauf
Oct 26, 2021
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Justin Lubbers
May 28, 2021
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Linda B.
Sep 24, 2020
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This place really knows what they're doing. Their tax manager, Natalia, is the best. She's very knowledgeable about all of the tax laws and makes sure to get me the maximum refund available. I've never worried about my taxes since I started using them. Fast, on point, and will fight for what is yours. This is one firm that definitely has their clients back!
